Birch Tax Service - Complete Tax and Financial Services
Specialists for Workers in the Gig Economy
Birch Tax Service is a comprehensive tax and financial services firm committed to helping our clients improve their long-term financial success. We serve individuals, families, small businesses and self-employed persons. Part of our niche is in working with freelancers and gig workers who need assistance with their tax and investment matters.
We strive to deliver service in a highly professional manner, always seeking to improve on benefits to the client. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Helpful Content
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Make the Most of Retirement Without Losing Sight of the Plan
Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.