Our Products and Services

Our firm provides comprehensive financial services that are tailored for our clients' unique personalities, needs and situations. We will work closely with you to assess your goals, understand your priorities and develop a long term relationship built on trust. We start this openly by discussing the 8 Wealth Management Issues®, which encompasses the financial challenges that affect everyone at some point in their lives. Offering exceptional service and a holistic approach is the premise behind the services offered at Birch Tax Service. 

FINANCIAL

• · Wealth Management
• · Cash Flow and Debt Management
• · Family Risk Management
• · Retirement Planning
• · Education Planning
• · Legacy Planning
• · Business Planning
• · Special Situations Planning

TAX

· Individual Tax Planning & Preparation

· Business Tax Planning & Preparation

· Estate & Gift Tax Planning & Preparation

· IRS Representation

BOOKKEEPING

· Maintenance of Bookkeeping

· Reconciliation of Bank Accounts

· Chart of Accounts

· Accounts Receivable & Payable

· Year-end Processing

· Asset Management

· Tax Liability Tracking & Payment

· Sales Tax Tracking & Payment

· Payroll

*These services are offered by Nick Popolo through his affiliation with Avantax.