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 In-Take Forms

Your Form 1040 Tax Return is due April 15th

OSCS - Engagement Letter - Individual.pd
Adobe Acrobat Document 245.7 KB
Payment Form and Tax Terms
Payment Auth Form - One Time and Tax Ser
Adobe Acrobat Document 205.2 KB
1040 Flow Chart (Required)
Tax Form 1040 Flow Chart.docx
Microsoft Word Document 100.1 KB

Step 2:  Select the organizer you need.

Required - These forms are fillable and can be uploaded to our client portal or printed/scanned. This detail helps us maximize the deductions you may be entitled to.

2019 Individual Taxpayer Organizer.pdf
Adobe Acrobat Document 491.6 KB
2019 Individual Taxpayer Organizer with
Adobe Acrobat Document 703.3 KB
2019 LLC Organizer.pdf
Adobe Acrobat Document 347.1 KB
Adobe Acrobat Document 170.4 KB

Step 3:  Securely Upload Back Up Documents

Voided Check or Credit Card (front and back) for Deposit

Copy of drivers license for all individuals listed on Tax Return

Prior Year Tax Return (Depreciation Schedule if applicable)

All back up documentation (W2s, 1099s, etc.)

Upload your In-Take Forms and Organizers

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

Upload Files Here: