Taxation Planning Services

Strategic tax optimization to maximize savings and ensure compliance across all income sources

Income TaxCapital GainsGST Planning

Comprehensive Tax Strategy Development

Effective taxation planning is essential for both individuals and businesses to minimize liabilities while remaining compliant. Our experts analyze your entire financial picture to identify savings opportunities across all applicable tax categories.

Income Tax

Tax on earnings from salaries, business profits, and investments

Planning Strategies:

  • Section 80C deductions (PPF, ELSS, NPS up to ₹1.5L)
  • HRA & home loan interest benefits
  • Tax-efficient salary structuring
  • Capital gains exemptions under 54EC/54F

Capital Gains Tax

Tax on profits from selling assets like stocks, mutual funds, or property

Planning Strategies:

  • Long-term vs short-term tax planning
  • Harvesting losses to offset gains
  • Using indexation benefits
  • Timing asset sales across financial years

GST Planning

Indirect tax on supply of goods and services

Planning Strategies:

  • Input tax credit optimization
  • Composition scheme evaluation
  • E-invoicing and compliance
  • Multi-state GST registration planning

Property Tax

Tax on real estate based on assessed value

Planning Strategies:

  • Home loan interest deductions
  • Rental income optimization
  • Joint ownership benefits
  • Rebates for early payment

Corporate Tax

Tax on business profits with various deductions

Planning Strategies:

  • Choosing optimal business structure
  • R&D and startup benefits
  • Dividend distribution planning
  • Transfer pricing compliance

Estate & Inheritance

Tax on transfer of assets after death

Planning Strategies:

  • Will and trust planning
  • Gifting strategies
  • Nomination structuring
  • Life insurance in estate planning

Key Tax Saving Instruments

SectionDeduction LimitAvailable Options
80C₹1.5 lakh
ELSSPPFNPSTax-saving FDsLife Insurance Premiums
80D₹25k-₹1 lakh
Health InsurancePreventive Health Checkups
24(b)₹2 lakh
Home Loan Interest
80EEA₹1.5 lakh
Affordable Housing Loan Interest
80G50-100%
Charitable Donations

Tax Planning FAQs

When should I start my tax planning for the financial year?

Ideally begin in April - early planning allows for systematic savings. Last-minute investments often lead to suboptimal choices.

How can I verify my tax savings are compliant?

We conduct a full tax audit of your filings and ensure all deductions are properly documented per IT department guidelines.

What's the difference between tax saving and tax evasion?

Tax saving uses legal provisions to minimize liability, while evasion is illegal non-payment. We strictly advise compliant strategies.

Can NRIs benefit from Indian tax planning?

Yes, NRIs can optimize taxes on Indian income sources through DTAA benefits and proper residential status planning.

Optimize Your Tax Strategy

Our tax experts will analyze your financial situation and create a customized plan to maximize savings while ensuring full compliance.