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Aaron's Client Page
This page is for Aaron's clients only :)
Fill out Aaron's
2025 Intake Form
Upload Documents to Aaron's Secure Portal
Additional Forms
- PDF 2025 Intake Form
- Checklist of Possible Tax Documents
- Direct Deposit/Auto-Debit Form
- Schedule C Organizer (self-employment/1099 business income/expenses) SPREADSHEET VERSION / PDF VERSION
- Schedule A Organizer (itemized deductions, NOT business expenses)
- Schedule E Organizer (rental income)
- 2026 Self-Employment Income/Expense Tracker (you must 'make a copy' to edit)
- Client Service Agreement
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