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Offices open January–April 2027. Remote service is available.

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2027 Tax Season

Business Center Business Operations

Document Organization

Receipts and records, kept in order.

Who does the work

We do this

Our team sets up the system and sorts the records with you.

Price

Quoted for your business

We price it after a conversation with you. You see the price before any work begins.

Where it is delivered

No Georgia office is confirmed for this service yet. Get in touch and our Forest Park headquarters will tell you where it is delivered.

Outside Georgia? Find your office and ask about this service there.

What it covers

Who it is for

  • Owners with a shoebox of receipts
  • Businesses that want records they can find in a minute

What is included

  • A simple system for receipts and records
  • Sorting what you already have
  • A checklist of what to keep and for how long

What is not included

  • Taking documents by email or text: bring them to the office
  • Keeping your original papers for you

Please do not send documents, Social Security numbers or account numbers by email, text or the web. Bring them to the office. Nobody can promise a refund or what you will owe, and nothing is filed until you have reviewed it and said yes.

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