We know you’re excited about taxes, but before you sign….

Written by: Lisa Kloberdanz. Click to read more from Lisa Kloberdanz


We need you to review a few things.  We know that no one likes reading all that fine print, but please familiarize yourself with some very important items that you will be signing off on:

  1. Our Terms of Service
  2. Specified Foreign Property
  3. Principal Residence reporting

Once you can say “I got it!” to understanding the items above, you can continue on and sign the Engagement Letter HERE

Please do not submit the Engagement Letter separately to us, as this program automatically sends it to us.

Once you have submitted your signature, you can continue HERE