CA Engagement Form

Personal Info

Services

Financial Details

Appointment

Personal / Business Information

Tell us about yourself or your business so we can serve you better.

Full Name / Business Name *

Client Type *

PAN Number 10-character alphanumeric PAN

Aadhaar Number 12-digit Aadhaar number

Email Address *

Mobile Number *

Address *

Financial Details

Help us understand your financial profile to provide the right guidance.

Annual Turnover / Income *

Nature of Business / Profession *

Do you have an existing CA?

GST Registration Status

Documents Available (select all that apply)

PAN Card Aadhaar Card Bank Statements Previous ITR GST Certificate Tally / Accounting Data Sales / Purchase Invoices MOA / AOA / Partnership Deed

Additional Remarks / Special Requirements

Appointment & Confirmation

Choose your preferred appointment slot and confirm your engagement.

Preferred Appointment Date *

Preferred Time Slot *

Mode of Consultation *

In-Person Visit our office in Uttam Nagar

Phone Call We will call you at your number

Video Call Google Meet / Zoom / WhatsApp

WhatsApp Chat or call via WhatsApp

Engagement Summary

I confirm that the information provided is accurate and I agree to be contacted by Roshan Lalan Poddar & Co. regarding my CA engagement. I understand that this form does not constitute a binding agreement.

Step 1 of 4

Engagement Form Submitted!

Thank you for reaching out to Roshan Lalan Poddar & Co.. Our CA expert will review your details and contact you within 24 hours to confirm your appointment.

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Reference:

Personal / Business Information

Service Selection

Financial Details

Appointment & Confirmation

Engagement Summary

Engagement Form Submitted!

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