Direct Tax
Tax Planning
Legitimate tax savings, planned in advance
Tax planning done in March is damage control; done in April it is strategy. We work with you through the year to structure salary and business income, time capital gains, choose the optimal regime, plan deductions and investments, and structure your business for efficiency — all strictly within the Income Tax Act. For business owners, we advise on remuneration, dividends, depreciation and entity structure to reduce the overall tax outgo across you and your company.
What's included
- Regime & salary structuring
- Capital gains timing
- Deduction & investment planning
- Business & remuneration structuring
- HUF and family tax planning
- Advance tax estimation
Deliverables
- Personalised tax plan
- Advance-tax schedule
- Investment & deduction checklist
Who it's for
- High-income professionals
- Business owners & promoters
- Investors with capital gains
- Families planning wealth transfer
Documents you'll need
Income & investment details
Prior returns
Business financials
Capital asset details
How it works
Our Tax Planning process
01
Assess
We review your income, investments and current tax position.
02
Model
We model scenarios to find the most efficient legal structure.
03
Plan
You get an actionable plan with deadlines and amounts.
04
Review
We revisit the plan through the year as things change.
Questions
Tax Planning FAQ
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