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Resources to Help You Understand Accounting,

Simplify Taxes, and Grow with Clarity

At Belshaw Accounting, we believe informed business owners make better decisions. This resource center was created to give you clear, actionable accounting and tax information - without the jargon - so you can focus on running and growing your business.

Tax Organizers

Use these to prepare for your tax appointment. Updated annually to reflect thelatest tax law changes.

BATS Worksheets
& Tools

Practical worksheets our own clients use to stay organized and tax-ready.

Common Tax Forms

Practical worksheets our own clients use to stay organized and tax-ready.

Helpful Links

Trusted third-party resources, provided for educational purposes.

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2026 Basic Organizer

For clients not itemizing deductions, with no

rental property or self-employment expenses

2026 Basic Organizer plus itemized Deductions

For clients itemizing

deductions, with no rental property or self-employment expense

2026 Full Organizer

Everything in the Basic Organizer, plus itemized

deductions, rental properties, and self-employment expenses

2025 Prior Year Individual Organizer

For filing a 2025 return late

BATS Business Income & Expense Worksheet:

Organizes income and

expenses so business owners and contractors are ready for accurate tax

filing. (PDF printable + Excel fillable)

BATS Rental Income & Expense Worksheet: 

Tracks rental income and

expenses to simplify tax reporting and capture allowable deduction

Schedule C Worksheet 

Helps self-employed individuals and contractors

organize income, expenses, mileage, and home-office information for an accurate Schedule C

BATS Fixed Asset Schedule

Tracks business assets and depreciation to

support accurate tax filings and clean financial statement

BATS Accountable Plan:  

Helps business owners reimburse expenses

correctly while staying IRS-compliant and reducing taxable income

W-4 

Tells your employer how much federal income tax to withhold from your paycheck. Completing it accurately helps avoid large refunds or surprise bills at year-end.

W-9 

Provides your Taxpayer Identification Number (TIN) and certifies you’re a U.S. person, so the requester can issue forms like a 1099 and avoid backup withholding

W-8 Ben 

Certifies that someone receiving U.S.-source income is not a U.S. person, and claims tax-treaty benefits (reduced withholding) where they apply

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  • IRS small business owners - Comprehensive federal guidance for small business owners. irs.gov

  • Sunbiz.org - The official site of the Florida Department of State, Division of Corporations.

  • ​Florida Department of Revenue - Key reference for meeting Florida’s tax obligations and getting help with reporting and payments.

  • Social Security Administration - The federal agency administering Social Security programs and related services

  • Small Business Administration - Funding, planning help, training, mentorship, disaster recovery, and federal contracting resources for small businesses.

 

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WHERE'S MY REFUND?

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What you need

  • Your Social Security or individual taxpayer ID number (ITIN)

  • Your filing status

  • The exact refund amount on your return

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