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.
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
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 Worksheets & Tools
Practical worksheets our own clients use to stay organized and tax-ready.
BATS Rental Income & Expense Worksheet:
Tracks rental income and expenses to simplify tax reporting and capture allowable deduction
BATS Business Income & Expense Worksheet:
Organizes income and expenses so business owners and contractors are ready for accurate tax filing. (PDF printable + Excel fillable)
Helps self-employed individuals and contractors organize income, expenses, mileage,
and home-office information for an accurate Schedule C
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
Common Tax Forms
Practical worksheets our own clients use to stay organized and tax-ready.
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.
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
Helpful Links
Trusted third-party resources, provided for educational purposes.
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IRS small business owners - Comprehensive federal guidance for small business owners. irs.gov
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Sunbiz.org - The official site of the Florida Department of State, Division of Corporations.
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Florida Department of Revenue - Key reference for meeting Florida’s tax obligations and getting help with reporting and payments.
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Social Security Administration - The federal agency administering Social Security programs and related services
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Small Business Administration - Funding, planning help, training, mentorship, disaster recovery, and federal contracting resources for small businesses.
WHERE'S MY REFUND?
What you need
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Your Social Security or individual taxpayer ID number (ITIN)
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Your filing status
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The exact refund amount on your return