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  • Home
    • About Us
    • Contact Us
    • Testimonials
    • Career Opportunities
  • Client Tools
    • Submit Your Taxes
    • Upload Portal
    • Where's My Refund
    • Schedule an Appointment >
      • Chris
      • Tracey
    • Payments
    • Extension Payments
    • BOI
  • SERVICES
    • IRS Problems? >
      • Taxpayer Bill of Rights
    • Business Formation
  • Pricing
    • Tax Preparation
    • Bookkeeping & Accounting Pricing
    • Representation Pricing
  • Tax Organizers
    • 2024 Tax Organizers
    • 2023 Tax Organizers
    • 2022 Tax Organizers
  • Resources
    • Blog
    • Media
    • Downloadable Resources
  • Data Privacy Policy

Pre-Season Checklist for
​Tax Season Success

DOWNLOADS

​Workbook
​

Checklists:
Preparer Checklists
Employer Checklists
Business Checklists
Life Change Checklists


Picture
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

Office Location                                                                                                                             Financial Links

Buford:
​
​4315 S Lee Street
Suite 400
​Buford, GA 30518
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