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Tax & Chartered Accountancy

Tax Advisory & Planning

Income tax, GST, capital gains and cross-border taxation — planned ahead of the deadline, not after it.

Most tax outcomes are decided long before a return is filed — in how income is structured, when an asset is sold, and which reliefs are claimed on time. Our advisory work starts with your actual position: sources of income, entity structure, planned transactions and residency status. From there we map a compliant position that is defensible if questioned.

Problems this solves

  • Reliefs missed because planning happened after the transaction closed
  • Uncertainty about GST applicability on a new revenue line
  • Capital gains liability discovered only at filing time
  • Notices arising from mismatches between AIS, TDS and the return filed

What you receive

  • Position review across income tax, GST and capital gains
  • Written tax plan with the sections and reliefs relied upon
  • Advance tax schedule and deadline calendar
  • Return preparation and filing, with representation if a query is raised

How the engagement runs

  1. 01

    Share the requirement

    A short call to understand income sources, entities and any transaction in progress.

  2. 02

    Scoping & assessment

    We review documents, quantify exposure and identify legitimate reliefs available to you.

  3. 03

    Execution

    Filings, computations and disclosures are prepared, reviewed and submitted on time.

  4. 04

    Handover & follow-through

    You receive the working papers, a deadline calendar and support if any notice follows.

Frequently asked

When is the right time to involve a CA for tax planning?

Before the transaction, not after. Property sales, business restructuring, ESOP exercises and large investments all have planning options that close once the transaction is executed.

Do you handle NRI taxation?

Yes. We advise NRIs on Indian income, TDS on property transactions, repatriation documentation and relief available under applicable double taxation treaties.

Can you help after a notice has already arrived?

Yes. We review the notice, reconcile the underlying data and prepare the response. Share the notice and the related return so we can assess the position accurately.

Who this is for

  • Salaried individuals with capital gains, ESOPs or multiple income sources
  • Business owners deciding between proprietorship, LLP and company structures
  • Property sellers who need capital gains treatment planned before registry
  • NRIs managing Indian income, repatriation and DTAA relief

Enquiry

Discuss tax advisory & planning

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Next step

Get tax advisory & planning handled properly

Send us the situation in a sentence or two. We'll tell you what's involved, what it costs and how long it takes — before you commit to anything.