New Client On-Boarding

Tax Preparation

Welcome to One Stop Consulting Shop! We are excited to have you as a client and to be your trusted partner as your accounting team!  Below you will find our engagement terms for tax preparation services, organizer for your type of tax return and encrypted portal for you to upload sensitive financial and personal information which would include drivers' licenses, social security numbers and banking information.   If you have any questions or concerns, please email: 

Step 1:  Review Engagement Terms and On-Boarding Form

Individual Taxes

Use this link for your individual tax return (form 1040) whether filing Individual, Head of Household, Married Filing Joint or Married Filing Separately.  Also included on this link is form Schedule C (for sole proprietors and single member LLCs) and Schedule E (for rental properties).  

Corporate Taxes

Use this link for all corporate taxes which includes LLCs that are taxed as a partnership (multi-member LLCs) or as an S-Corp or C-Corp.  Also use this link for traditional partnerships (Form 1065), Corporations (Form 1120/S) and Not-For-Profit Agencies (Form 990). 

Step 2:  Complete your Organizer Form for your Business

LLC Owners:   Single Member LLCs not taxed as an s-corp use the left column.