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General Information Form

New Clients

For new clients, please complete the form below that will make your tax preparation quicker and easier. Please upload your tax documents and submit it along with the form. Any large files, please email it directly to for Smita Shere or 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 and organizer to help you gather your tax documents for this year.