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.  If you have any questions or concerns, please email: 

Step 1:  Contact Information


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

Step 2:  Sign the Corporate Engagement Terms

OSCS - Engagement Letter - Corporate Ret
Adobe Acrobat Document 327.6 KB
Payment Auth Form - One Time and Tax Ser
Adobe Acrobat Document 205.2 KB

Step 3:  Complete your Organizer

Download the appropriate organizer for your structure.  These forms are fillable and can be saved/uploaded to portal.

2019 C-Corp Organizer.pdf
Adobe Acrobat Document 344.8 KB
2019 S-Corp Organizer.pdf
Adobe Acrobat Document 323.7 KB
2019 Partnership Organizer.pdf
Adobe Acrobat Document 337.3 KB
2019 990 - Not for Profit Organizer
990 Client Questionaire.pdf
Adobe Acrobat Document 254.4 KB

Step 4:  Tax Preparer Assignment and Forms

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.  

Encrypted Portal

Securely upload the following types of documents:

Copy of drivers license for all individuals listed on Tax Return

Prior Year Tax Return (Depreciation Schedule if applicable)

Upload Files Here: