New Client On-Boarding

INDIVIDUAL 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:  info@onestopconsultingshop.com 


In-Take Form

(Required)

Note: Please fill out the fields marked with an asterisk.


Encrypted Portal

Securely upload the following types of documents:

Voided Check or Credit Card (front and back) for Deposit

Copy of drivers license for all individuals listed on Tax Return

Original Signatures Form (Required to be printed/scanned)

Prior Year Tax Return (Depreciation Schedule if applicable)

Download
Original Signatures and Scan Required
Tax In-Take Form for Sensitive Data.pdf
Adobe Acrobat Document 162.4 KB

Upload Files Here: