April 26, 2017

  • Hyphenated Last Names – Dashes are not required for the last names on the DocuSign forms or EAs.  If the last name is Smith-Jones, it can read SmithJones and will be fine.
  • Tax Return Transcripts – We are now able to accept signed 1040s in place of tax transcripts, per Ryan Perry.
Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s