INCOME TAX PLANNING

                                                            INCOME TAX FILING SERVICES

Comprehensive, Compliance-Ready & Customized Solutions

1. Individual Income Tax Return Filing (ITR 1–7)

• Filing for Salaried Individuals, Business Owners, Professionals, NRIs, HNIs, and Senior Citizens

• Selection of correct ITR form based on income sources

• End-to-end preparation and e-filing through the Income Tax Portal

• Assistance in claiming deductions, exemptions & rebates to optimize tax outflow

2. Tax Planning & Savings Optimization

• Personalized tax planning for short-term and long-term goals

• Guidance on tax-saving investments under Sections 80C, 80D, 80CCD, 80G, 24(b) etc.

• Rebate planning under Section 87A

• Structuring salary and professional income for maximum tax efficiency

• Strategic planning for capital gains, business income, and rental income

3. Capital Gains Computation & Advisory

• Calculation of Short-Term & Long-Term Capital Gains on:

  • Real estate

  • Mutual funds

  • Shares & securities

  • Gold & digital assets

• Exemption planning under Sections 54, 54EC, 54EE, 54F

• Correct indexing and documentation support

• Guidance for reinvestment & compliance for exemption claims

4. AIS / TIS / Form 26AS Reconciliation

• Thorough review of:

  • Form 26AS (Tax deducted/Collected)

  • AIS (Annual Information Statement)

  • TIS (Taxpayer Information Summary)

• Identification of mismatches and errors

• Preventing notices by ensuring accurate data reporting

• Advisory to rectify incorrect reporting by banks, employers, or institutions

5. Freelancers, Consultants & Self-Employed Professionals

• Income computation under Presumptive Taxation (44ADA/44AE/44AD)

• Expense ledger preparation and books of accounts (if required)

• GST-linked income reporting

• Quarterly advance tax calculation

• Support for digital invoices, records & compliance

6. NRI Tax Filing & Advisory

• Assessment of NRI/Resident status based on FEMA & Income Tax rules

• Global income reporting advisory

• Claiming benefits under DTAA (Double Taxation Avoidance Agreement)

• Lower/Nil TDS certificate assistance

• Refund claim support for excess TDS deducted on:

  • NRO accounts

  • Property sale

  • Investments

• Capital gain planning for NRI property transactions

7. Advance Tax, TDS & TCS Compliance

• Calculation of quarterly advance tax liability

• TDS verification & correction (via TRACES)

• TCS reporting and reconciliation

• Assistance in claiming refunds, removing mismatches, and filing revised returns

8. Handling Income Tax Notices & Assessments

• Assistance for:

  • Section 143(1) intimation

  • Section 139(9) defective return

  • Section 143(2) scrutiny notice

  • Reassessment, rectification & demand notices

• Drafting professional replies & documentation

• Liaison with CA/authorized representative for complex cases

9. Business Income Tax Filing

• ITR filing for:

  • Partnership Firms

  • LLPs

  • Pvt Ltd Companies

  • Trusts, NGOs & Societies

• Compliance for:

  • Tax Audit (44AB)

  • Transfer Pricing Documentation (92E)

  • Depreciation schedules & full financial computation

• Assistance in advance tax, TDS payment & statutory deadlines

10. Comprehensive Documentation & Support

• Preparation of tax computation sheet

• Income summary, investment proof, deductions & exemption documentation

• Secure online data handling & digital filing

• Year-round advisory for tax-related queries

• Expert assistance in revised or belated return filing

Effective income tax planning requires a proactive strategy and consistent review. By understanding your complete financial profile and leveraging all eligible tax benefits, we help optimize your tax liability and support your long-term financial goals.