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

Self-Prepared or Bookkeeper Prepared P&L

If you prepared your own Profit and Loss Statement and Balance Sheet or relied upon a bookkeeper other than or including One Stop Consulting Shop, please sign the following statement agreeing that you have reviewed and approved all numbers used in your P&L and Balance Sheet.

Client Compilation of P&L for Tax Prepar
Adobe Acrobat Document 72.5 KB

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:

Please Note:  This is a General Folder.  All files must be named/labeled with your Last Name so we can identify your files and move them to your individual client portal.  If you prefer to upload your files directly into your individual folder but need us to reset your password, please email: