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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:  [email protected]

Payment Authorization & Engagement Terms

A valid form of payment is required to be on file prior to the start of any project. To get started, please upload your payment authorization and e-sign our Engagement Terms.

Get Started with the Individual Tax Return

Click the link below to complete the required individual tax on-boarding forms.

Don’t Like E-Signature Forms?

Download your Individual In Take Form in Paper Format and Return at Your Convenience:

Secure Client Portal

When you are ready to get started by uploading your documents, click below 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 are uploaded to your portal and not emailed.

If you do NOT already have a portal, click the link below for set-up.

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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ACCOUNTING, QUICKBOOKS, AND TAX SERVICES