Financial planning
Goals, cash flow, retirement, investment structure, education funding, risk, estate coordination and implementation.
Planning scope →Start · schedule · authorize · upload
Start with the job. Use the channel built for it.
Scheduling, ordinary questions, signed authority and confidential records are four different jobs. This page sends each one through the channel built for it.
Engagement paths
Start with the reason you are here.
These routes are concrete for a reason. A new planning relationship does not need the same paperwork as an IRS representation matter, and neither belongs in an ordinary email attachment.
Tax planning & advisory
Preparation, projections, transaction review, estimated taxes, notices and representation.
Tax services →Real estate & development
Property analysis, feasibility, financing, development budgets, site selection and public-finance questions.
Real-estate consulting →Scheduling
Scheduling has one permanent front door.
Schedule a meeting
Use the branded scheduling hub for financial planning, tax, or real-estate consulting. The permanent site address stays the same even when the underlying Microsoft Bookings service changes.
Already meeting on Zoom?
The branded permanent-room shortcut remains available for an arranged meeting. Scheduling remains separate so a permanent meeting room is not mistaken for a walk-in lobby.
Join Randall's Zoom room →Document upload
Confidential records belong in the document channel—not ordinary email or text.
Randall Stone Financial’s Dropbox File Request is the current upload-only route. It accepts files without opening the practice’s destination folder to the sender.
Upload files to Randall Stone Financial
Use the Dropbox request to deliver tax records, account statements, identity documents and other files requested for your matter. The upload page is operated by Dropbox.
Confirm that the address begins with https://www.dropbox.com/request/. Do not place passwords in file names or send them by email or text.
Microsoft file request
OneDrive/SharePoint Request Files remain available as an alternative when Randall Stone Financial issues a request for a particular engagement. There is no general public OneDrive upload link at present.
A file request is a delivery channel, not a client portal and not a place to retrieve previously submitted records.
Representation workflow
Federal and California representation paperwork, from the official source.
For engagements in which Randall Stone Financial is representing a taxpayer before the IRS or California Franchise Tax Board, the applicable authorization forms are part of the required intake workflow. They are not prefilled with Randall's CAF or representative identifiers in the public copy.
IRS Form 2848
Power of Attorney and Declaration of Representative. Use the current IRS form and instructions for the specific tax matters and periods covered by the engagement.
FTB Form 3520-PIT
California Individual or Fiduciary Power of Attorney Declaration. Use the current Franchise Tax Board version and instructions.
Public-form rule: no CAF number, PTIN, Enrolled Agent number, MyFTB credential or other representative identifier is prepopulated into these public links by this site. Engagement-specific completion happens in the secure workflow.
Contact & communication choice
Send the inquiry. Choose how we answer.
Email is always available. SMS is optional. Check the SMS consent box only if you want Randall Stone Financial to contact you by text; it is unchecked by default.