New Clients

Thank you for reaching out to Medack and Oltmann, LLP. We do accept new clients throughout the year. If you are interested in becoming a client of ours it is recommended that you contact our office to set up a meeting to go over your accounting, bookkeeping, payroll or tax preparation needs. This meeting also allows us to become more familiar with your situation before our engagement starts.


New Individual Client Questionnaire

All new individual clients must complete the "New Client Questionnaire." The questionnaire is available in the downloads section at the bottom of this page and in our office lobby. 


Please bring a completed copy of this questionnaire with you to your initial meeting. If you are not meeting with your accountant in person, then please email the completed questionnaire to the accountant you have been in contact with or to Admin@CenTexCPAS.com


Items for a New Client Tax Return

If you are interested in our tax preparation services then we have provided a "Tax Client Checklist" to assist you in gathering the documents that we will need in order to complete the tax return. The checklist is available in the downloads section at the bottom of this page and in our office lobby.