New Clients

CLAIM YOUR FREE EVALUATION WITH MADISON RANDOLPH, CPA TODAY!

Madison Randolph, CPA offers all new clients a free 30 minute evaluation.  This allows you to get to know Madison and for him to get to know you. It can be a phone call or an in-person meeting, whichever makes you most comfortable! Together, you’ll review your last couple of years of tax returns and discuss any concerns you may have about your tax and finances. From there, you and Madison will create a customized plan for you.

HERE ARE A FEW THINGS TO BRING

  • 2 years of tax returns from previous tax preparer or tax program
  • This year’s W-2s and/or 1099’s
  • All Deduction Statements (such as mortgage, charitable donations, etc.)
  • Financial Statements (if self-employed)
  • Any pertinent financial documentation from this year.

ARE YOU A BUSINESS OWNER?

Please answer the following questions before your free evaluation.

READY TO BOOK SOME TIME?

We are ready to get started helping you navigate the world of taxes. Let's book some time and discuss your project.