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
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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When Markets React
When markets shift, experienced investors stick to their strategy.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.