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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 pandu325@yahoo.com for Pandu 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 2021 (pdf)Download
Tax Preparation General Info Form 2021 (xlsx)Download
General Checklist (pdf)Download
Small Business Checklist (pdf)Download

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