Advisory

Tax Planning & Advisory

Plan before the financial year ends, not after — structure your 80C, 80D, HRA and NPS to keep more of what you earn.

Overview

What this service covers

Most tax planning happens too late — in a panic every March. We work with clients through the year to structure salary components, investments and deductions in advance, so that by the time you file, there's nothing left to optimise because it's already been done.

This Service Is For

Salaried employees wanting to structure 80C, 80D and HRA in advance
High earners weighing the Old vs New tax regime each year
Anyone building a long-term 80C investment mix (ELSS, PPF, NPS)
Individuals with a home loan wanting to plan Section 24(b) interest
Business owners looking at legitimate, compliant tax-saving structures

What's Included

Everything handled,
end to end.

No hidden steps — here's exactly what our team takes care of for you.

Old vs New regime comparison based on your actual numbers
80C investment planning (ELSS, PPF, NPS and more)
80D health insurance and HRA exemption structuring
Home loan interest (Section 24b) planning
Year-round advisory, not just a once-a-year conversation

How It Works

Four steps to
complete compliance.

No office visits needed. Share documents online, we handle everything, you get confirmation.

Share Documents

Send us your documents or fill our quick form. No office visit required, ever.

Expert Review

Our CA team reviews everything, identifies every deduction, and clarifies anything unclear.

We File for You

We handle filing, verification, and submission. You get real-time updates throughout.

Done. Supported.

Receive your acknowledgement and year-round support — including notices, queries, and next year's planning.

Common Questions

Tax Planning & Advisory — FAQ

Quick answers specific to this service. See the full FAQ page for everything else.

What documents do I need to file my ITR?

For salaried individuals: Form 16, bank statements, investment proofs (PPF, ELSS, LIC), Aadhaar and PAN. For business income, additionally your P&L account and balance sheet. Just message us — we'll send you a precise checklist based on your specific situation within minutes.

What if I receive an income tax notice after filing?

Forward it to us immediately. We handle the complete response process — drafting, submission, and follow-up. For returns filed with us, notice handling is included at no extra charge.

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