Tax planning done in March is damage control; done in April it is strategy. We look at your income mix, business structure and investments and set out the legitimate options available to you, with the trade-offs stated plainly.
What this includes
- Review of income sources and structure
- Comparison of old and new tax regimes
- Deduction and exemption planning
- Advance tax schedule
- Written summary of recommendations
What we will need from you
- Last two years of income tax returns
- Current year income estimate
- Details of investments and loans
- Business structure details
If something on this list does not apply to you, send the request anyway — we will confirm the exact list once we have read your requirement.