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. Don't forget to scroll all the way to the bottom! We also include important information for you about tracking mileage, any home office deduction details that may apply and Tangible Personal Property. 


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

Business Tax Return Forms for Completion
Adobe Acrobat Document 1.2 MB

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 business.  Please note that 1099s and Sole Proprietors do not need a separate organizer below.  These forms are fillable and can be saved and uploaded to your client portal.  They help us ensure the accuracy of your return and help you organize your records. 

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:  Email us to Set Up your Secure Portal

When you are ready to get started by uploading your documents, email us to set up your own unique and secure client portal.  You will receive an email from SHAREFILE providing you a link and prompt to change your password.  Save this link to upload documents now and in the future!  We can always reset your password if needed. 

Make sure sensitive documents such as the following are uploaded to your portal and not emailed:

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