Pre-Season Checklist for
​Tax Season Success

DOWNLOADS

​Workbook
​
Checklists:
Preparer Checklists
Employer Checklists
Business Checklists
Life Change Checklists

Tracey Ann Gordineer, EA, CFP, MSW, NTPI Fellow

Discount codes:
XPM (Xero Practice Manager): 14 Day Trial
​Canopy $20 Amazon Gift Card for Participating in Demo

TED Talk with Simon Sinek

Books Referenced In Today's Presentation