Free resources

Tools we built for our clients — free for your inbox

Organizers, checklists, and templates from real client work — the same tools we use to keep small business owners organized and audit-ready. Join the Clear Path email list and we'll send them over, free.

The library

What you'll get

Available now For student athletes & parents

Student-Athlete NIL Tax Organizer

Everything an athlete with NIL income needs in one place: income source inventory, deduction checklist, out-of-state activity log, and a quarterly payment tracker. Pairs with our NIL tax guide.

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Coming soon For small business owners

Small Business Tax Prep Checklist

The document list we send clients before tax season — income records, expense categories, payroll reports, and the items everyone forgets. Show up to tax time actually ready.

Coming soon For anyone who drives for work

Mileage Log Template

A simple, IRS-friendly log — date, miles, destination, business purpose — because the deduction is only as good as the record behind it.

Coming soon For the audit-ready

Audit-Proof Recordkeeping Kit

The folder structure and receipt habits from our audit-proofing guide, packaged as a ready-to-use system.