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 specific business 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. All clients must complete the Corporate Engagement Letter and an Organizer for your business tax structure. If you have any questions or concerns, please email: firstname.lastname@example.org
Once we receive your in-take form, you will be assigned to one of our licensed Tax Professionals. At that time, we will email you a client release form which is required from the IRS any time we release your information to a 3rd party as well as their specific engagement form required for them to begin work on your return.