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Getting Started

To get started, please upload your payment authorization and e-sign our Engagement Terms. Once you are finished, click the link at the very bottom of this page to return to the On-Boarding page and select your services!  Welcome to the One Stop Family!

Payment Authorization

A valid form of payment is required to be on file prior to the start of any project. You may download the form below OR take a picture of a voided check or credit card (both sides).   Then, upload your information to our secure portal (shown below). Do not email sensitive financial data unless the email is encrypted. Thank you!

Engagement Terms

Click below to complete our Engagement Terms form.

Encrypted Client Portal

Please upload your Payment Authorization Form by clicking on the link below. Thank you!

Dates to Remember

Jan 15

Final 2022 Estimated Tax Payment Due

Jan 31

Deadline to send out W2s to Employees

Jan 31

Deadline to e-file and send 1099s to Contractors

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