What to include initially
- Your name and country or city.
- The relevant financial or tax year.
- A short description of the transaction or issue.
- Important dates and any immediate deadline.
- Which calculator you used, if relevant.
Protect sensitive information
Do not send PAN, Aadhaar, passwords, bank credentials or complete confidential documents in your first message. A suitable document-sharing method and professional scope can be confirmed separately if required.
An initial message does not create a professional engagement. Scope, information requirements, timing and fees are confirmed separately.