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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
View all articles 
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.