- What can I do to make services as smooth as possible?
We at take pride in our work and will do our utmost to ensure our processes for delivery and receipt go as smooth as possible. In order to keep this goal, we ask that we’re kept up-to-date with any information changes, such as email addresses, contact phone numbers, and addresses. We also ask that you add firstname.lastname@example.org as well as email@example.com and firstname.lastname@example.org to your email contacts for each email provided to our office. This will ensure for the most part that our notification emails are not blocked by your email provider or accidentally marked as junk or spam.
How will I receive the invoice for services?
For client convenience, an invoice is included in the delivery of our completed tax returns. In rare cases the bill is slightly delayed; if this is the case, we will send the invoice using our email system or by sending the invoice in the mail depending on each client’s preference. Electronic Invoices and statements will be sent from email@example.com to the associated email address(s) on file, so if you did not receive an invoice with the return be on the lookout!
I received my invoice! How do I pay?
We have several convenient options for making payments. www.tranersmith.com has a pay option located in the upper right of the home page; our invoice and statement emails will include a pay now link that will direct you to payments. We accept checks, credit and debit cards both in person and over the phone.
Are there any deadlines I should know about?
Yes! In order to guarantee that your return is completed before the filing deadline, please submit your tax documents to our office no later than 25 days in advance. This is usually by the 20th of the month prior to the tax return due date. Priority will be given to clients who submitted their tax documents timely, although we will do our best to complete your return before any filing deadline and will file an extension on your behalf if not.