Services Details

Income Tax Filing & Planning is a crucial aspect of financial management for individuals, professionals, and businesses. Timely and accurate filing ensures compliance with tax laws, while effective planning helps optimize tax liabilities and supports better financial decision-making. We provide comprehensive support in preparing, reviewing, and filing income tax returns, along with advisory for long-term tax efficiency.

Scope of Services

1. Income Tax Return (ITR) Filing

We assist with the accurate preparation and electronic filing of income tax returns for:

• Salaried individuals, freelancers, and professionals

• Proprietors, partnerships, companies, and LLPs

• Senior citizens, NRIs, and trusts

Returns are filed under the applicable ITR forms (ITR-1 to ITR-7), ensuring compliance with reporting requirements and deadlines.

2. Tax Planning

We provide year-round support to help clients plan their taxes effectively by:

• Identifying eligible deductions and exemptions

• Structuring income in a tax-efficient manner

• Advising on capital gains and investments under relevant tax provisions

• Assisting with strategic financial decisions that impact taxable income

3. Advance Tax & TDS Reconciliation

We support advance tax calculation and timely payment schedules. Additionally, we reconcile TDS credits reflected in Form 26AS and ensure that any mismatches are addressed through proper channels.

4. Rectification, Revision & Compliance Support

In cases where returns need to be revised or rectified, we assist in:

• Filing revised returns under Section 139(5)

• Responding to notices under Sections 139(9), 143(1), 154, etc.

• Filing applications for rectifications or appeals, as required

• Representing clients before the tax department, wherever applicable

Client Segments Served

• Salaried individuals seeking accurate and efficient filing

• Professionals and freelancers with mixed sources of income

• Small and medium business owners

• Senior citizens and retired individuals

• NRIs having taxable income in India

Indicative List of Documents Required

• PAN, Aadhaar, and bank account details

• Form 16 or salary slips

• Form 26AS (TDS summary)

• Capital gains statement (if applicable)

• Investment proofs (for deductions under Chapter VI-A)

• Financials for business income (Profit & Loss, Balance Sheet)

• Home loan, insurance, and rent details, if applicable

Approach
All services are rendered in line with applicable laws and professional standards. The process is handled through secure channels and includes appropriate review and verification before submission. We maintain a focus on confidentiality, accuracy, and adherence to filing timelines.