Welcome to Birch Tree Tax!
Birch Tree Tax was founded in 2014. We specialize in personal tax returns of all types as well as small business tax returns that include, LLCs, Sole Proprietors, S-Corps, Partnerships and C Corporations. We focus on providing tax preparation and planning services with clear communication and timely service. Additionally, we offer financial consulting for individuals and businesses and tax planning when needed.
Individual Tax
We offer tax preparation service to all types of clients. We maintain a high level of tax knowledge so we can complete the simplest of returns to the very complex. We price the tax return based on the complexity of your tax situation. We commit to completing your return in a timely manner and providing clear communication when answering questions. We offer a no-charge initial consultation to get a quote and see if we are a good fit for your needs. We will not offer advice in this initial consultation.
Business Tax
Each business is different so we tailor our tax preparation to the business’ needs. In general, we can provide tax preparation for Sole Proprietors, S-Corporations, C-Corporations and Partnerships. If needed, we also offer ongoing support through the Financial Consulting part of our business. We can help you make sense of the financial health of your business and help you make informed financial decisions.
Financial Consulting & Tax Planning
We offer an unbiased look at your financial situation and help you figure out what options are best for you. We do not sell any products and do not get any referral fees from services we recommend. If you do not know where to turn for good financial guidance or tax planning we can help.