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Tax Planning

A CA restructures your salary, capital gains timing and investments while the year is still open — July filing then just reports the savings.

Starts at ₹4,999 + government fees, if any

Best before December100% onlineDedicated professional

What is Tax Planning?

Tax planning is the work that happens before 31 March: choosing the right regime deliberately, restructuring salary components (NPS employer contributions survive the new regime; most allowances don’t), timing capital gains against the ₹1.25 lakh LTCG exemption and available losses, and — for founders — the salary-vs-dividend-vs-loan calculus between you and your company.

The deliverable is a written plan with numbers: current-path tax, restructured tax, and the specific actions with deadlines. Legal avoidance only — every recommendation cites its section, and aggressive schemes that invite 148 notices are exactly what we steer clients away from. Typical engagements recover multiples of the fee in the first year.

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Reviewed by Vijay DhawanManaging Partner, LexVerge LLP · reviewed for accuracy under the Companies Act, 2013 and current MCA/GST/Income-tax rules
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