"Their planning saved me ₹2.1L in taxes this year. Worth 10x the fee."
Rohan Mehta
Founder, Brewlytics · Ahmedabad
Save more. Pay only what you owe.
Strategic Tax Planning & Advisory - beyond just filing
Whether you're a salaried professional, business owner or HNI, our senior CAs design year-round tax strategies tailored to your goals.
ICAI-certified team Fast turnaround 100% online process
Trusted by 2,400+ business owners
Rated 4.9 · ICAI compliant · 100% confidential
Turnaround
3-10 days
Starts at
₹4,999
Satisfaction
4.9 / 5
Why choose this service
Built for modern businesses
Year-round planning
Quarterly reviews, not just March-end.
Maximum savings
Every legal deduction & exemption used.
Capital gains strategy
Sec 54, 54F, 54EC & rebalancing advice.
Business structuring
Salary vs dividend, ESOP & LLP planning.
HNI / NRI advisory
Cross-border, DTAA and remittance advisory.
Audit-proof
Every position documented and defensible.
Service overview
Everything that's included
Tax planning is the legal art of arranging your income, investments and expenses to minimize liability. Our senior CAs partner with you long-term - not just at filing season.
We help with capital gains planning, business structuring, ESOP exercises, NRI taxation, family trusts and succession planning, all backed by written opinions.
Personal tax strategy session
Quarterly tax review
Capital gains planning
Business structuring advisory
ESOP & equity advisory
Written tax opinions
Documents required
Quick checklist
Share these securely on WhatsApp - we handle the rest.
- 1PAN, ITR of last 2 years
- 2Salary / business income details
- 3Investment portfolio
- 4Capital gains transactions
- 5Loan & EMI details
- 6Future financial goals
Encrypted · NDA-bound · Confidential
How we proceed
A simple 4-step process
Transparent timeline. You always know what's happening next.
Step 1
Discovery call
Free 30-min strategy session with senior CA.
Step 2
Tax audit
Past 2 years' filings reviewed for gaps.
Step 3
Strategy plan
Year-round tax plan delivered in writing.
Step 4
Quarterly reviews
Reviews + revisions every quarter.
Eligibility
Are you eligible?
A quick look at who can apply, who cannot, and what you'll need to get started.
Who can apply
- Startups, SMEs, HNIs and salaried professionals
- Founders planning ESOPs, fundraising or exits
- NRIs with cross-border income streams
- Family offices and succession planners
Who cannot apply
- Entities engaged in unlawful or restricted activities under Indian law
You'll need
- Past 2 years' ITRs and financials
- Details of current investment portfolio
- Written statement of financial goals
Estimated timeline
From start to approval
Realistic milestones based on typical government processing times. Actual timelines may vary based on department response.
Session 1
Discovery call
25% complete
Phase 1 Week 1
Tax audit
50% complete
Phase 2 Week 2-3
Strategy plan
75% complete
Phase 3 Ongoing
Quarterly reviews
100% complete
Phase 4 ICAI-Compliant Process
100% Confidential & NDA-Bound
SSL-Secured Document Vault
Dedicated CA Support
MCA / GSTN Approved Filings
10,000+ Businesses Served
Reviews
What clients say about our Tax Planning & Advisory
5.0/5from 108+ verified clients
"Restructured my income across NPS, ELSS and HUF - fully legal and beautifully optimized."
Priya Shah
Co-Founder, Indriya Studio · Surat
"Best tax planning conversation I've ever had with a CA. Strategic, not transactional."
Arjun Kapadia
Director, Helix Logistics · Mumbai
"Helped me plan capital gains harvest before March. Excellent foresight."
Neha Iyer
Operations Head, Loomly · Bengaluru
Pricing
Transparent, all-inclusive pricing
Starting at
₹4,999/quarter onwards
All-inclusive, no surprises. Government fees included where applicable.
Quarterly strategy session
Written tax plan
Investment-linked planning
Capital gains advisory
Email & call support
FAQs
Frequently asked questions
Ready to start your Tax Planning & Advisory?
Book a free 15-minute consultation. Our experts will explain the entire process, answer your questions and give you a clear quote.