Last two years of filings
Financial statements, income-tax returns, the audit report if there was one, and GST annual returns. Add any notice still open.
Contact
Tell us what
you are dealing with.
A notice you do not understand, a filing that has slipped, a portfolio nobody has looked at in three years, or simply a first opinion. Write in and you will hear back the same working day.
Enquiry
Send a note.
Please do not send sensitive documents here
No PAN, Aadhaar, bank credentials, passwords or scanned returns in a first message. Nothing on this page is professional advice, and no adviser-client relationship arises from an enquiry.
First meeting
What to bring.
Forty-five minutes, and no obligation either way. The more of this you have to hand, the more useful it will be, but come anyway if you have none of it.
Return, Form 26AS and AIS
Your last return with the computation, plus 26AS and the annual information statement. Salary structure or ESOP grant letter if relevant.
A list of what you own
Funds, deposits, policies, property and loans. Approximate figures are fine, along with a sense of what the money is meant to do.