Bayley Davis Associates, Inc.

How do I get my materials to you?

We offer multiple options for sending your materials to us, but we request that you NEVER send us information via email attachments, even if they are password protected.

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Instead, we will provide a secure upload portal from Citrix ShareFile that we create for you and only you. Your tax preparer will create the folder and provide you with the upload link at the beginning of the project.

 

We understand some people don't have the technology needed to do electronic uploads, and for those people we suggest faxing or mailing your documents to us.

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Fax: (206) 937-7416

 

Secure mailing address (this is NOT our office):

Bayley Davis Associates, Inc.

2850 SW Yancy, #214
Seattle, WA 98126

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In person meetings are not available until further notice. However, your tax preparer can meet with you over Zoom upon request.

 

Please be sure to review all documents for accuracy prior to submitting them to us.

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What information do you need from me?

If you are a current client please call or email us and we will provide you with a Tax Organizer. If you are a new client please use this generic Tax Organizer. Self Employed individuals may use this list of Self Employed Schedule C Expenses to help get organized. It may also be helpful to talk with your preparer directly to ensure you have provided everything we need. Be sure to review all of your documents for accuracy before you send them to us. Some basic info to help you get organized can be found here.

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Beginning in 2017 (for Tax Year 2016) Tax Preparers are required to verify your identity with one of the following documents: State Issued Drivers License or ID Card, Passport, or an account statement from a financial institution, utility company, or credit card billing statement.

 

How much do you charge?

Our tax prep fees are charged on a “Per Form” basis, which means the more complicated your tax return the more it will cost. Because of this, our fees can vary significantly from one year to the next as your tax situation changes. We charge a minimum of $80 an hour for any accounting required to complete your tax return. One way to avoid accounting charges is to add up your receipts yourself.

 

Ask us about a Tax Organizer to help you get started.

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When do I pay for my return?

Payment for your tax return is due prior to our filing it with the IRS. We accept payment by Visa, Master Card, Discover, American Express, Union Pay, cash, and check. (Read our Payment Policy)

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Where do I send my payment?

You may pay by credit card at this link.

 

If you prefer to pay by mail, please send your check to our secure mailbox:

Bayley Davis Associates, Inc.
2850 SW Yancy St #214
Seattle, WA 98126

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Who do I make my check out to?

Bayley Davis Associates, Inc.

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Do you accept credit cards?

Yes, we accept Visa, Master Card, Discover, American Express and Union Pay. To pay by credit card please use this link, or fill out the Authorization to Charge form and mail or fax it to us (please do not email the form).

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How do I get to your office?

In person meetings are not available until further notice. However, your tax preparer can meet with you over Zoom upon request.

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Does Bayley Davis Associates, Inc. do Rapid Refunds?

No. When using the IRS E-File program your Federal Tax Refund will be directly deposited into your bank account within 2 weeks of filing the return. This program allows you to retain your full refund instead of paying high fees in order to access your money the day you file.

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Why do my emails to you keep getting rejected?

To protect against Spam, our Internet Service Provider (ISP) sometimes blocks emails coming from private servers. If you receive a bounce back message when sending us an email, please call us and provide us with your IP address so that we can direct our ISP to ‘white-list’ it. Once your IP address is ‘white-listed’ your emails will be allowed to go through to our server.

 

Does www.BayleyDavis.com collect any of my personal information?

This is an information only web site. We do not collect, retrieve or store any information from this site.

 

Where can I review your Privacy Policy?

Our Privacy Policy can be found here.