Taxation Planning Services
Strategic tax optimization to maximize savings and ensure compliance across all income sources
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
| Section | Deduction Limit | Available 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 |
| 80G | 50-100% | 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.