Individual Tax Organizer
A guided worksheet for gathering the income, deduction, and credit information needed for an individual return.
Complete before your tax preparation appointment.
PDF
Resource Center
Resources
We've assembled the forms, organizers, tax resources, and accounting tools our clients ask for most—alongside direct links to official IRS, Florida, and QuickBooks resources—so the information you need is easy to find.
Protecting Your Information
Please do not send Social Security numbers, tax documents, bank information, completed tax organizers, financial statements, login credentials, or other sensitive personal or financial information through ordinary email.
Clients should use Clear Course Advisors' designated secure document-sharing method or client portal when transmitting confidential information. Downloadable organizers and forms on this page may be obtained from our public website, but completed forms containing sensitive information should not be returned through ordinary email.
If you are unsure how to securely provide documents to Clear Course Advisors, contact us before sending them.
Our Forms & Organizers
Clear Course Downloads
Firm-prepared organizers, onboarding forms, and checklists. This library expands over time as additional materials are approved for release.
Tax Resources
Organizers and checklists that help us prepare an accurate return efficiently.
Business Tax Organizer
A worksheet for business owners covering revenue, expenses, fixed assets, and owner compensation details.
Best completed alongside your year-end financial statements.
PDF
Business Tax Document Checklist
A quick reference list of the forms and statements typically needed to prepare a complete business return.
PDF
Learn more about our tax planning & preparation solutions.
Bookkeeping Resources
Onboarding materials for new bookkeeping engagements and QuickBooks transitions.
Bookkeeping Onboarding Form
Baseline information about your entity, accounts, and reporting preferences so we can set up your books correctly.
Complete before your bookkeeping onboarding call.
PDF
Bookkeeping Checklist
A month-to-month checklist for keeping your books clean, reconciled, and ready for tax time.
Use monthly to ensure your records stay organized.
PDF
QuickBooks Onboarding & Conversion Checklist
Steps for setting up a new QuickBooks Online company or converting from another accounting platform.
Use as a roadmap for your QuickBooks Online setup or conversion.
PDF
Learn more about our bookkeeping solutions.
Security Reminder: Downloading a blank organizer from this page is safe. Once completed, the organizer may contain sensitive personal and financial information. Please do not return completed organizers or supporting documents through ordinary email. Use Clear Course Advisors' designated secure document-sharing method.
Federal
IRS Resources
These links take you directly to official IRS.gov resources. They open in a new tab, and you'll authenticate directly with the IRS.
External · IRS.gov
IRS Individual Online Account
Access available federal tax account information, payment history, balances, transcripts, notices, and other IRS account features.
External · IRS.gov
IRS Business Tax Account
Access available federal business tax account information and IRS business account features.
External · IRS.gov
IRS Direct Pay
Make eligible federal individual tax payments directly from a bank account through the IRS.
External · IRS.gov
Get Your Tax Record / Transcript
Access available IRS tax transcripts and tax records.
External · IRS.gov
Where's My Refund?
Check the status of an eligible federal income tax refund.
State of Florida
Florida Tax & Business Resources
Official Florida government websites for state tax filing and business entity records. These sites are maintained by the State of Florida, not by Clear Course Advisors.
External · floridarevenue.com
Florida Department of Revenue — File and Pay
Access Florida Department of Revenue filing and payment resources for state taxes such as sales and use tax and reemployment tax.
External · dos.fl.gov
Florida Division of Corporations — Sunbiz
Search Florida business records and access information regarding business entity filings and annual reports.
Accounting Software
QuickBooks Resources
Our CPAs work in QuickBooks Online every day and hold QuickBooks ProAdvisor expertise. The links below are official Intuit and QuickBooks websites—create accounts and sign in directly with Intuit.
External · quickbooks.intuit.com
QuickBooks Plans & Sign Up
Review current QuickBooks Online plans and create a new QuickBooks Online subscription for your business. This is separate from creating an Intuit user account.
External · qbo.intuit.com
QuickBooks Online Login
For businesses that already have a QuickBooks Online subscription — sign in directly with Intuit.
External · quickbooks.intuit.com
QuickBooks Support
Access official QuickBooks help articles and support resources.
External Resources Disclaimer
Links to third-party and government websites are provided for convenience and informational purposes only. Clear Course Advisors does not control, maintain, or guarantee the availability, accuracy, security, or content of external websites. The inclusion of an external link does not constitute an endorsement of the third party or its products or services. Visitors should verify that they are on the intended official website before entering personal, financial, or login information.
Sensitive Information & Email
Email is not an appropriate method for transmitting sensitive personal or financial information. Do not email Social Security numbers, tax returns, W-2s, 1099s, bank statements, completed tax organizers, financial records containing confidential information, account credentials, passwords, or similar sensitive information to Clear Course Advisors.
Clients should use Clear Course Advisors' designated secure document-sharing method for confidential documents. If you are unsure how to securely transmit information, contact Clear Course Advisors before sending it.
Never send passwords or online banking credentials to Clear Course Advisors by email.
Need Help?
If you're not sure which resource you need—or how to securely provide information to us—reach out and we'll point you in the right direction. Please don't attach sensitive documents to the contact form; we'll share our secure document-sharing method with you.