Tax Advisory & Compliance
Tax work done properly starts with the full picture of your income, deductions, AIS/26AS records, and advance tax obligations—not just rushing a form on the last day of filing season.
What is included
Every return and representation is prepared after reconciling your books, bank statements, Form 26AS, and Annual Information Statement (AIS).
1. Income tax return (ITR-1 to ITR-7) filing
Complete tax computation, schedule preparation (salary, house property, business/profession, capital gains, foreign assets, and AL schedules), AIS/TIS verification, and e-filing for individuals, professionals, HUFs, partnership firms, LLPs, trusts, and companies.
2. Old vs. New tax regime & deduction planning
Side-by-side comparison under Section 115BAC (New Regime) versus the Old Regime, factoring in HRA, Section 24(b) home-loan interest, 80C, 80D, 80CCD(1B)/(2) NPS, and presumptive taxation under Sections 44AD and 44ADA.
3. TDS & TCS compliance (24Q, 26Q, 27Q, 27EQ)
Monthly challan verification (due on the 7th), section-wise rate checks (192, 194A, 194C, 194H, 194I, 194J, 194Q, 195), quarterly TRACES return filing, Conso file correction statements, and Form 16 / 16A certificate generation.
4. Advance tax estimation & capital gains advisory
Quarterly advance tax working before the 15 June, 15 September, 15 December, and 15 March instalments so interest under Sections 234B and 234C does not build up. Capital gains computation for listed/unlisted shares, mutual funds, and real estate with Section 54 / 54EC / 54F exemption planning.
5. Income tax notices, rectifications & appeals
Review of departmental intimations and notices—including Section 139(9) defective returns, Section 143(1) adjustments, Section 154 rectifications, Section 143(2)/142(1) faceless scrutiny assessments, and Section 148 reassessment replies—plus Form 15CA / 15CB certification for foreign remittances.
Documents usually required.
You only need to share the documents relevant to your income sources. We send a tailored checklist after our first call.
Salaried & Individual Taxpayers
- PAN and income tax portal login credentials (for AIS, TIS & Form 26AS download)
- Form 16 (Part A & Part B) from all employers during the financial year
- Bank statements and savings/FD interest certificates for all accounts held
- Proof of deductions (if opting for Old Regime): HRA rent receipts, home-loan interest certificate, 80C, 80D health insurance, and NPS statements
Professionals, Businesses & Firms
- Books of accounts (Tally / Zoho backup) or summary of gross receipts and expenses (for 44AD / 44ADA cases)
- All business bank statements and loan account statements for the full financial year
- GSTR-1, GSTR-3B, and GSTR-2B summaries for turnover and expense cross-reconciliation
- Partnership Deed / Incorporation documents and prior year ITR with computation
Capital Gains & Property Transactions
- Broker tax P&L and capital gains statements (Zerodha, Groww, ICICIdirect, CAMS / KFintech consolidated statements)
- Purchase and sale deeds, stamp duty valuation, and improvement cost bills for real estate sales
- Capital gains account scheme (CGAS) or new property/bond investment proofs (Sections 54, 54EC, 54F)
- ESOP / RSU vesting and foreign brokerage statements (for Schedule FA & FSI)
Income Tax Notices & TDS Filings
- Copy of the notice or intimation PDF downloaded from the e-Proceeding portal
- Filed ITR form, computation of income, and acknowledgment for the relevant assessment year
- For TDS filings: TAN details, monthly challan copies (ITNS 281), and deductee PAN/deduction register
- Documentary evidence supporting the specific point raised in the notice
How our tax advisory process works.
Every return goes through a four-stage verification before it is uploaded.
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Intake & AIS check
We pull your Form 26AS, AIS, and TIS and compare them against your bank statements, salary slips, or books.
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Regime & tax computation
We compute your liability under both the Old and New regimes and flag any missing credits or advance-tax gaps.
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Draft review with you
You receive a clear draft computation in plain language and approve the exact tax payable or refund due.
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E-filing & verification
We file the return, guide you through instant e-verification, and track processing until the 143(1) intimation arrives.
Common questions
Which income tax regime should I choose for FY 2026-27?
The new tax regime is the default and offers lower slab rates with a ₹75,000 standard deduction for salaried taxpayers and a Section 87A rebate making taxable income up to ₹12 lakh tax-free. The old regime can still save tax if you claim substantial deductions under HRA, Section 24(b) home-loan interest, Section 80C, and Section 80D. We compute both side-by-side from your actual documents before filing.
I received an income tax notice. What should I do first?
Do not ignore it or submit a hasty response. Check the section number (such as 139(9) defective return, 143(1) intimation, 143(2) scrutiny, or 148 reassessment) and the due date printed on the notice. Send us the notice PDF along with your filed ITR and AIS/26AS; we will review the mismatch and draft a legally sound reply.
What are the ITR filing due dates for non-audit and audit taxpayers?
For individuals, salaried employees, HUFs, and professionals not requiring a tax audit, the due date is 31 July following the financial year. For businesses and professionals requiring a Section 44AB tax audit, and for companies, the ITR due date is 31 October (with the tax audit report due by 30 September).
Why is AIS and Form 26AS reconciliation necessary before filing?
The Income Tax Department matches your return automatically against your Annual Information Statement (AIS), Taxpayer Information Summary (TIS), and Form 26AS. Unreconciled interest, dividend, property, or securities transactions are the single most common trigger for automated demand intimations under Section 143(1).
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Need your tax planned or a notice answered?
A first call is free and carries no obligation. You will speak directly with CA Shivam Bhaskar and receive a reply within one business day.