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 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: 

Getting Started:

Step 1:  Download the Required In-Take Forms

Your Form 1040 Tax Return is NORMALLY due April 15th but the date to FILE AND PAY has been EXTENDED to May 17th

Individual Forms Required
If you have a 1099 (Schedule C), please also go to the business tab and complete Step 2 in addition to this form.
Individual Tax Return Forms for Completi
Adobe Acrobat Document 1.2 MB

Step 2:  Complete all Organizers that Apply

These forms are fillable and provide more detail for your tax return to help us maximize deductions you may be entitled to.

client_handout - Form 1040.pdf
Adobe Acrobat Document 596.5 KB
Required IF you have a Rental Property
Client Hand Out - Rental_Income_and_Expe
Adobe Acrobat Document 220.7 KB
Note ONLY Single Member LLCs that are on a Schedule C should be on this page. An LLC taxed as an s-corp OR an LLC with multiple members should go to the Business/Corporate Tax page.
client_handout - LLC.pdf
Adobe Acrobat Document 381.9 KB

Step 3:  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:

  1. Voided Checks or Credit Card Details 
  2. Copy of Drivers Licenses for All individuals listed on your Tax Return
  3. Copy of Prior Year Tax Return 
  4. All back up tax documentation including any W2s, 1099s, Unemployment, Stimulus Information, Interest, Etc.
  5. Your Signed In take forms and Organizer 

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