Proactive Tax Planning

Don’t we plan small little things which affects our finances. So why not plan taxes? Why not do things which could open up the possibilities of saving income taxes and Why not know & take such proactive steps which could make us tax savvy.

Tax planning is one of the most important steps that one should take towards tax savings and financial management We understand the fact and thus we bring to you a handcrafted, customized tax planning report based upon your income, savings & investment habits

Our expert Chartered Accountants would analyze your individual income and your planned expenses and assist you in taking the necessary steps towards tax savings.

Highlights of Proactive Tax Planning Services

  • A Comprehensive analysis of your income and planned expenses.
  • A personal tax professional will be assigned to your case.
  • Round the clock support by professional to discuss matters of your tax concern
  • Salaried employees can save money by Salary Restructuring techniques recommended by the tax professional.
  • Receive a “Recommendation Report” handcrafted just for you highlighting your current taxable income & tax payable along with the tax you are saving currently & what you can save more & how.

So, before you submit your 80C, 80D Deductions and Home Loan or House Rent Allowance (HRA) information to your HR Department – give this package a try – you might be in for a pleasant surprise with what you could save.

Free Boat

Who can avail:

Individuals having income other than business income

Suitable for:

Everybody with a query

Services covered:

  1. Free access to Moneyboat tax calculator
  2. Email & Whatsapp support on:
  • Free filing of ITR (provided you give us prepared computation)
  • Free help on solving queries on taxability of income
  • Free help on solving queries on saving Income tax
  • Free help on solving queries on computation of income
  • Free help on solving queries on income tax refund & demand
  • Free help on solving any other query related to ITR-fililng
  • Guidance on which ITR form to use

Standard Boat

Who can avail:

Individuals having income other than business income

Suitable for:

Salaried Individual with/without multiple sources of income

Services covered:

  1. All services of free boat
  2. Assistance on preparing Income tax computation
  3. IT computation will be reviwed by CA & ITR will be filed
  4. Support & guidance on planning & saving income tax

Documents Required

  • Form 16 from your company if you’re salaried
  • Form 26AS Tax Credit Statement
  • Proof of investments as claimed on Form 16
  • Any other investment proofs not declared on Form 16
  • Rent receipts if HRA not claimed at the time of investment declaration
  • TDS certificate issued by banks and others (Form 16A)
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