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 Onboarding Form for tax preparation services so we can begin work on your return.  Complete the organizer and click "send"; then, follow the instructions to download forms requiring original signatures and use of our encrypted client portal for your comfort and convenience!  For questions, please email:  info@onestopconsultingshop.com 


Getting Started:

Step 1:  In-Take Form

(Required)

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


Step 2:  Download and sign the Engagement Terms which provides an area to include all social security numbers and Married Filing Joint Signature signature requirement

Download
OSCS - Engagement Letter - Individual re
Adobe Acrobat Document 301.7 KB

Step 2:  Securely Upload Back Up Documents

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

Copy of drivers license for all individuals listed on Tax Return

Prior Year Tax Return (Depreciation Schedule if applicable)


Step 3:  Tax Preparer Assignment and Forms

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.  


Encrypted Portal

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