General Tax 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 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: 

Don't Like E-Signature Forms?  Download your Individual In Take Form in Paper Format and Return at Your Convenience:

2022 Individual Tax Return - Paper In Ta
Adobe Acrobat Document 55.9 KB

Getting Started On-Line:

Step 1:  Sign the Engagement Letter

Step 2:  Review and Sign the Client Release of Information and Disclosure

Upon receiving your signed engagement letter, we will set up your secure portal which should be used to upload all back-up tax documentation.  Anything sensitive, like a social security number, should NEVER be emailed.  Use your portal to provide us all financial documents you need to share with us including a copy of each person's drivers license, social security number and date of birth, a copy of your prior year tax return and all income documentation including 1099s, W2s, social security, and unemployment.  If you forget your portal password, email us and we will reset it for you!

Step 3:  Complete the Following In-Take Form

Step 4:  Amendments

If you are requesting an amendment to a previously submitted tax return that our firm and contractors did not prepare, please download, sign and return the following form. 

3rd Party Origination - Amendments.pdf
Adobe Acrobat Document 72.7 KB