New Client On-Boarding


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:    Please complete all steps listed below.

Step 1:   Getting into the Queue - Contact Info


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

Step 2:  Required Forms with Signature

OSCS - Engagement Letter - Corporate Ret
Adobe Acrobat Document 327.6 KB
Payment Auth Form - One Time and Tax Ser
Adobe Acrobat Document 205.2 KB

Self-Prepared or Bookkeeper Prepared P&L

If you prepared your own Profit and Loss Statement and Balance Sheet or relied upon a bookkeeper other than or including One Stop Consulting Shop, please sign the following statement agreeing that you have reviewed and approved all numbers used in your P&L and Balance Sheet.

Client Compilation of P&L for Tax Prepar
Adobe Acrobat Document 72.5 KB

Required back-up:

1.  Copy of Drivers License for every shareholder/owner

2.  Copy of prior year tax return (all pages)

3.  Copy of shareholder basis statement (this is a new requirement as of 2018)

4.  Copy of all Depreciation Schedules (if not included with the tax return)

5.  Copy of any prior year TPP Return (Tangible Personal Property) - if applicable

Step 3:  Complete your Organizer (Optional)

Download the appropriate organizer for your structure.  These forms are fillable and can be saved/uploaded to portal. They help us ensure the accuracy of your return.

client_handout - LLC.pdf
Adobe Acrobat Document 381.9 KB
client_handout - S-Corp.pdf
Adobe Acrobat Document 364.2 KB
client_handout - Partnerships.pdf
Adobe Acrobat Document 373.8 KB
client_handout - C-Corp Organizer.pdf
Adobe Acrobat Document 376.7 KB
2019 990 - Not for Profit Organizer
Note, this form can be used for 2020 (simply write the current year on the top of the form).
990 Client Questionaire.pdf
Adobe Acrobat Document 254.4 KB

Step 4:  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

Securely upload your documents:

Please Note:  This is a General Folder.  All files must be named/labeled with your Last Name so we can identify your files and move them to your individual client portal.  If you prefer to upload your files directly into your individual folder but need us to reset your password, please email: