Tax planning for financial year end

We help you plan your taxes effectively at year-end by reviewing key documents such as Form 16, AIS, TIS, and Form 26AS to estimate your total tax liability. Our consultation includes discussing your capital gains and other income sources for the year, calculating any remaining tax dues, and guiding you on advance tax payments to minimize interest under Sections 234A, 234B, and 234C. We also assess which tax regime—Old or New—would be more beneficial for you and provide relevant computations.

Disclaimer:

This service includes advisory and draft tax computation for FY 2024–25 based on the information you provide. It also covers assistance in making the final advance tax payment (if applicable) before 15 March. Please note: tax return filing and representation services are not part of this package and will be billed separately.

Clients are expected to share accurate and complete details. We may request additional documents if needed to ensure precise analysis. All advice and outputs are based solely on the data submitted by the client.

Services are offered in line with current tax laws and regulations. The advisor will not be held responsible for future changes in legislation or its interpretation.