Tax Planning Advisory
Strategic tax planning to minimize liability and maximize savings through proactive, year-round advisory for individuals and corporations.
Plan My Taxes4-Phase Planning Methodology
Assess
Comprehensive review of your income sources, investments, deductions, and current tax structure to identify optimization opportunities.
Strategize
Build a multi-year plan leveraging legitimate deductions, regime comparison (old vs new), and investment restructuring.
Implement
Execute tax-saving investments, salary restructuring, business expense optimization, and entity restructuring where appropriate.
Monitor
Quarterly review of plan performance, law changes impact analysis, and mid-year adjustments to keep you on track.
Key Tax-Saving Strategies
Section 80C Suite
Limit: ₹1.5 Lakh- ELSS Mutual Funds
- PPF / EPF
- Life Insurance
- NSC / SCSS
Insurance Deductions
Limit: ₹75K+- 80D Health Premium
- 80DD Disability
- 80DDB Critical Illness
- Term Insurance
Investment Planning
Limit: ₹50K+- NPS 80CCD(1B)
- Capital Gains Harvest
- Tax-Free Bonds
- LTCG Indexation
Property & Loans
Limit: ₹3.5L+- Section 24 Interest
- Section 80EEA First Home
- HRA Exemption
- Rental Optimization
Annual Planning Calendar
Tax planning is a year-round activity. Follow our quarterly milestones for optimal results.
Investment Review
Review existing investments, plan salary restructuring, and initiate new tax-saving investments.
Mid-Year Assessment
Reconcile AIS/TIS data, adjust advance tax payments, and review regime choice.
Optimization Sprint
Last-mile investment decisions, capital gains harvesting, and donation planning.
Year-End Execution
Final investment proofs, advance tax finalization, and pre-filing preparation.
Plans & Pricing
Fixed monthly fees • No hidden charges • Cancel anytime
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Frequently Asked Questions
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Strategic planning that could save you lakhs every year. Free initial consultation.
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