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    • Home
    • Meet the Team
    • Services
      • Tax Preparation
      • Tax Planning
      • Business Services
      • New Business Formation
      • International Tax
    • Newsletter
      • Plan for Businesses 2024
      • Plan for Individuals 2024
    • Tax Center
      • Where's my Refund?
      • Important Tax Deadlines
      • Tax Forms
      • Tax Center Links
    • Resources
      • Blog
      • Business Record Retention
      • Payroll Planning
    • BOOK NOW
      • Book with Smita Shere
      • Book with Pandurang Shere
    • Client Portal
    • Contact

Signed in as:

filler@godaddy.com

  • Home
  • Meet the Team
  • Services
    • Tax Preparation
    • Tax Planning
    • Business Services
    • New Business Formation
    • International Tax
  • Newsletter
    • Plan for Businesses 2024
    • Plan for Individuals 2024
  • Tax Center
    • Where's my Refund?
    • Important Tax Deadlines
    • Tax Forms
    • Tax Center Links
  • Resources
    • Blog
    • Business Record Retention
    • Payroll Planning
  • BOOK NOW
    • Book with Smita Shere
    • Book with Pandurang Shere
  • Client Portal
  • Contact

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New Clients

For new clients, please complete the form below that will make your tax preparation quicker and easier. Please email your tax documents and submit it along with the form. Please email it directly to smita@taxgurullc.com for Smita Shere or pandu@taxgurullc.com for Pandurang Shere.

Existing Clients

If you are already a client, please DO NOT fill out the form below. Please email all files directly to your Tax Preparer.

New/Existing Clients

For both new and existing clients, please check the below links to get the latest tax checklist to help you gather your tax documents for this year.

Checklist

Tax Preparation Checklist (pdf)Download
Tax Preparation General Info Form- 2024 (xlsx)Download
General Checklist (pdf)Download
Small Business Checklist (xltx)Download
Business Tax Filing Information (xlsx)Download

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