What is included
- Old and new regime comparison with your figures
- Salary structure review with your employer's options
- Deductions and insurance planned for the year
- Timing of capital gains and loss harvesting
- Family planning, including HUF and investments in family members' names
- Year-end review before 31 March
Who this is for
Salaried employees, professionals and families who want to plan instead of react.
Documents we usually need
- Latest payslip or salary structure
- Last year's return
- Investment statements
- Expected income for the year
The exact list depends on your case. We send a checklist made for you before we start.
How it works
- Share your detailsTell us what you need on WhatsApp, email or the enquiry form.
- Get a clear planWe confirm the scope, the documents needed and the timeline.
- We prepare, you reviewDrafts and computations are shared with you before anything is filed.
- Filed and documentedYou receive acknowledgements and a note on what happens next.