Tax Planning & Advisory Services

We provide end-to-end tax advisory solutions covering all aspects of personal, corporate, and transactional taxation.

Our services are structured under the following categories:

Individual Tax Planning & Personal Tax Advisory

We offer detailed tax planning for salaried individuals, professionals, HNIs, NRIs, and families. Our advisory aims to optimize income structure, minimize tax liability, and ensure smooth compliance.

Our Personal Tax Planning Services Include:

A. Salary Structuring & Optimization

We design a tax-efficient salary structure by considering:

• HRA (House Rent Allowance)
• LTA (Leave Travel Allowance)
• Standard Deduction
• Special Allowances
• Perquisites
• Employer contributions

A properly structured salary helps reduce taxable income significantly.

B. Investment-Based Tax Planning

We guide on eligible deductions under:

• Section 80C: PF, PPF, ELSS, LIC, Home Loan Principal
• Section 80D: Medical Insurance
• Section 80G: Donations
• Section 80CCD: NPS Contributions

We also help clients select the right tax-saving investments based on risk, returns, and lock-in.

C. Capital Gains Tax Planning

Applicable on sale of:

• Property
• Land
• Gold
• Shares
• Mutual funds
• Bonds

We plan capital gains using available exemptions under:

• Section 54
• Section 54F
• Section 54EC (54EC bonds)

We assess sale timelines, reinvestment options, and tax-saving alternatives to optimize gains.

D. Rental Income & House Property Planning

Including:

• Home loan interest deduction under Section 24(b)
• Co-ownership planning
• Multiple property tax considerations

E. Tax Planning for Professionals & Consultants

We help independent professionals optimize taxation under Presumptive Taxation (44ADA) or Normal Taxation.

F. Advance Tax & TDS Planning

Correct advance tax calculation prevents interest under Sections 234B & 234C.

G. Retirement & Pension Tax Planning

Including taxable limits under pension, commutation benefits, and NPS contributions.

H. NRI Individual Tax Planning

We assist NRIs with Indian-source income planning and DTAA benefits.

Business Tax Planning & Corporate Tax Advisory

Our advisory for businesses is designed to reduce tax liability, ensure compliance, and improve financial efficiency.

This includes Proprietorships, Partnerships, LLPs, Private Limited Companies, and Startups.

A. Choosing the Right Business Structure

We advise on tax-efficient business structures based on:

• Income pattern
• Business model
• Future scalability
• Compliance requirements

Each structure - Proprietorship, Partnership, LLP, or Company - carries different tax implications.

B. Income & Expense Management

We review business expenses to ensure they are:

• Necessary
• Allowable
• Documented

We help classify expenses such as:

• Depreciation
• Rent
• Salary
• Travel
• Repairs
• Marketing
• Professional fees

to legally reduce taxable profits.

C. Depreciation Planning

Depreciation claims significantly impact taxable income.

We guide on:

• Depreciation blocks
• Additional depreciation
• Choosing between written-down value (WDV) and straight-line method (SLM) where allowed

D. Presumptive Tax Scheme Advisory

For eligible businesses under Section 44AD.

E. Startups & MSMEs Tax Planning

Including benefits under:

• Startup India exemptions
• Section 80-IAC
• Angel Tax relief (as applicable)
• R&D deductions

F. TDS Compliance Planning

We guide businesses on:

• Applicability of TDS
• Deduction rules
• TDS deposit timelines
• Penalty avoidance
• TCS compliance

Mistakes in TDS can cause major penalties, making advisory essential.

G. Advance Tax & MAT/AMT Planning

Corporate tax planning includes correct advance tax payments and MAT/AMT considerations.

3. GST Planning & Advisory Services

GST has a direct impact on pricing, purchasing, working capital, and profitability.

Our GST advisory focuses on:

• Reducing unnecessary GST burden
• Correct tax structuring
• Compliance accuracy
• ITC optimization

Our GST Services Include:

A. GST Registration Advisory

Selecting the right registration category:

• Regular
• Composition
• E-commerce
• Special category states

B. GST Return Compliance & Planning

We plan monthly/quarterly GST filings based on:

• Business nature
• ITC requirements
• Turnover
• Government regulations

C. Input Tax Credit (ITC) Optimization

We ensure:

• Proper purchase documentation
• GSTR-2B matching
• Reversal rules compliance
• Claiming all eligible credits

D. GST Rate & HSN/SAC Classification

Correct classification prevents future disputes and penalties.

E. GST for E-commerce Sellers

Advisory on:

• TCS under GST
• Marketplace compliance
• Returns filing

F. GST Audit Support

We assist with GST audit preparation, documentation, reconciliations, and notices.

Capital Gains Tax Advisory (Property, Investments, Shares)

Capital gains tax requires careful planning, especially when involving:

• Sale of real estate
• Transfer of investments
• Inherited property
• Sale of unlisted shares

We provide detailed advisory on:

• Long-term vs. short-term gains
• Indexation benefits
• Exemption options
• Timeline-based planning
• Joint ownership structuring

We help clients minimize tax liability through legitimate legal routes.

TDS & TCS Planning

Incorrect handling of TDS/TCS is one of the major reasons for tax notices.

Our advisory covers:

• Applicability of TDS/TCS
• Correct rates
• Lower deduction certificates
• Threshold limit evaluation
• TDS reconciliations (Form 26AS & AIS)

We ensure businesses stay fully compliant and avoid penalties.

NRI Taxation & International Tax Advisory

Our NRI tax advisory services include:

• Residential status determination
• DTAA-based tax planning
• Repatriation guidance
• Capital gains on property sale
• Tax planning on NRO/NRE account income
• Foreign asset disclosure (Schedule FA)
• NRI ITR filing

We also handle taxation for expatriates and foreign citizens with Indian income.

Compliance & Documentation Advisory

Proper documentation is the backbone of tax safety.

We assist with:

• Maintaining invoices
• Record-keeping systems
• Audit-ready files
• Compliance calendars
• Investment documentation
• Tax audit preparation