Individuals (Form 1040, & Schedules C & E)
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. Please click on the “Get Started” button below and answer all the questions. If you are unsure of an answer, just write “I don’t know”. This is an organizer for your tax preparer to review and all questions will be answered. Please click on the Payment Authorization button for further instructions. For questions, please email: [email protected]
Get Started with the Individual Tax Return
Please complete and sign the Tax Return Engagement Terms form and the appropriate tax organizer for your tax return. Upload signed copies of these forms to your portal to get started. If you do not yet have a portal set up, please email: [email protected]
PDF Download Available Here
Download your Individual In Take Form in Paper Format and Return at Your Convenience:
Secure Client Portal
After you submit your Engagement Terms information, a unique and secure client portal will be set up for you if you do not already have one set up from being a previous client. If you are new to the One Stop Consulting Shop family, you will receive an email from SHAREFILE providing you a link to save and a prompt to change your temporary password. Save this link to upload documents now and for the future. We can always reset your password if needed at any time. Please allow 5 business days for your new portal link to be sent to you (for new clients only).
Make sure sensitive documents are uploaded to your portal and not emailed.
