For your convenience, you may download our general tax organizer and questionnaire to prepare for your tax appointment.  If you are a current client and would like to receive a personalized tax organizer by email, fax, or mail, please call our office at 360-393-3658 or email us at

Birch Bay Tax & Accounting Tax Organizer

Use this form to provide us with your basic information and get an idea of what documentation you should bring to your tax appointment.

Birch Bay Tax & Accounting Tax Quesionnaire

This additional questionnaire will allow you to provide us with complete information and answer common questions whose answers may impact your tax return.

Birch Bay Tax & Accounting Foreign Bank Account Information Form

Any person or entity subject to the jurisdiction of the United States (includes individuals, corporations, partnerships, trusts, and estates) having a financial interest in, or signature or other authority over, bank accounts, securities, or other financial accounts having a value exceeding $10,000 in a foreign country, shall report such a relationship.  If you have any interest in a foreign bank account, you can use this form to provide us with the information necessary to prepare the appropriate forms for your tax return.

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