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
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: