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: firstname.lastname@example.org
If you have a Schedule C (Sole Proprietors, 1099s and single member LLC), please complete the following form stating that you provided us with your own compilation of income and expenses or that you relied upon a bookkeeper (whether One Stop Consulting Shop or other) to compile your Profit and Loss Statement based on the information that you provided.
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.
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: email@example.com