RESOURCES TO HELP YOU UNDERSTAND ACCOUNTING, SIMPLIFYING TAXES, IMPROVE BOOKKEEPING PRACTICES 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.

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Business startup and checklist

The Ultimate Business Launch Checklist

Launching your business doesn’t have to feel overwhelming—this guide will help you check off every step and get ready to open your doors today!

Building a Successful & Profitable Business - Highlights the difference between traditional accounting services and a modern, advisory-focused approach designed for ambitious business owners. It outlines how fixed-fee pricing, proactive support, and profit-focused systems help businesses move beyond basic compliance toward sustainable growth, improved decision-making, and long-term profitability

marketing & business growth

Master Trifecta - This resource presents a comprehensive tax, income, and asset-structuring blueprint designed to help business owners and investors legally manage ordinary, passive, and tax-advantaged income. It illustrates how entities, retirement accounts, real estate, and family strategies can be coordinated to reduce taxes, protect assets, and build long-term, multi-generational wealth through proactive planning

How To Write a Business Book - This resource provides practical guidance on how to write and publish a business book, whether as a short e-book lead magnet or a full-length publication. It outlines the purpose, planning, writing, editing, and marketing steps needed to build credibility, generate leads, and create new business opportunities through thought leadership

Marketing Matrix - This resource illustrates a multi-channel lead generation and sales funnel strategy that integrates content marketing, social media, podcasts, websites, and books to consistently attract, nurture, and convert prospects. It demonstrates how free educational content feeds into a centralized CRM and sales funnel to build relationships, generate qualified leads, and support long-term business growth.

tax planning and preparation

From Recordkeeping to Tax Returns - This resource provides a clear, step-by-step overview of how proper recordkeeping supports accurate tax filing and compliance for individuals and small businesses. It explains essential records, common tax forms, deductions, and best practices to help taxpayers stay organized, reduce errors, and prepare confidently for tax season while supporting long-term financial health

How to Get Prepared for Your Tax Appointment Individual and Business Tax Strategies - This resource provides an overview of key tax strategies designed specifically for real estate investors and property owners. It explains how tax planning, depreciation, deductions, and credits can be used to legally reduce tax liability, improve cash flow, and support long-term financial growth.

Tax Strategies for Real Estates - outlines how individuals and business owners can effectively prepare for their tax appointments by organizing financial documents, understanding required forms, and communicating clearly with their tax professional. It is designed to reduce stress, improve accuracy, and ensure efficient, compliant tax preparation while supporting proactive tax planning and better financial outcomes

BATS Fixed Asset Schedule

Tracks business assets and depreciation to support accurate tax filings and clean financial statements.

BATS Accountable Plan

Helps business owners reimburse expenses correctly while staying IRS-compliant and reducing taxable income.

BATS Business Income & Expense Worksheet

Organizes income and expenses so business owners and contractors are ready for accurate tax filing.

BATS Rental Income & Expense Worksheet

Tracks rental income and expenses to simplify tax reporting and maximize allowable deductions.

W-4 - used by employees to tell their employer how much federal income tax to withhold from their paycheck. Completing a W-4 accurately helps ensure the right amount of tax is withheld, avoiding large refunds or unexpected tax bills at year-end.

W-8 Ben - To certify that the person receiving U.S.-source income is not a U.S. person and to claim tax treaty benefits (reduced withholding) when applicable

W-9 - To provide your Taxpayer Identification Number (TIN) and certify you are a U.S. person so the requester can issue forms like 1099 (and to help avoid backup withholding).e

Schedule C Worksheet - This Schedule C Worksheet is designed to help self-employed individuals and independent contractors accurately gather and organize income, expenses, mileage, and home office information required for tax reporting. It supports IRS compliance by ensuring proper documentation is maintained while helping taxpayers maximize allowable deductions and prepare an accurate Schedule C tax return

Tax Deduction Finder & Problem Solver

To help you prepare for your tax appointment, we provide tax organizers to identify potential deductions and keep everything organized ahead of time. These organizers are updated annually to ensure compliance with the latest tax law changes.

2026 Basic Organizer

This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.

2026 Basic Organizer plus itemized Deductions

This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses.

2026 Full Organizer

This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.

2025 Prior Year Individual Organizer

If you are filing your 2025 return late, please use this organizer.