Tax Planning 📊

Plan & Save Smarter

A dedicated session with a qualified CA to help you structure your finances, claim every deduction you're entitled to, and minimise your tax liability — legally and efficiently.

Session Duration

60–90 Minutes

Focus

Next Financial Year

Outcome

Written Summary Report

₹68,000

Avg. tax saved per client

4,500+

Planning sessions done

98%

Client satisfaction rate

15 min

Avg. time to first insight

What We Cover

Your session is customised to your income profile. Here are the key areas we address:

🏦

80C & 80D Deductions

Maximise deductions under Sections 80C, 80D, 80G and related provisions to reduce taxable income.

📈

Capital Gains Planning

Structure your investments in mutual funds, equities, and property to minimise short-term and long-term gains tax.

🏠

HRA & Home Loan Benefits

Optimise HRA exemptions, principal and interest deductions on home loans under Sections 24(b) and 80EE.

💼

Business & Professional Income

Identify allowable expenses, depreciation claims, and presumptive taxation options for freelancers and businesses.

🌏

NRI & FEMA Planning

Plan repatriation, NRO/NRE account structures, and treaty benefits under DTAA for Non-Resident Indians.

🤝

Salary Restructuring

Redesign your CTC to include tax-efficient components like LTA, meal vouchers, and gratuity provisions.

Choose a Plan

All plans include a written summary report you can act on immediately. Prices inclusive of GST shown at checkout.

BASIC

₹1,499+ GST / year

✓60-min planning session
✓Tax-saving summary report
✓80C optimisation checklist
✕Capital gains analysis
✕Salary restructuring advice
✕Follow-up email support (30 days)

What Our Clients Say

Ahmedabad

Saved ₹42,000

"I had no idea I was leaving so much money on the table. The planning session restructured my investments completely and I saved more than I expected."

Mumbai

Saved ₹1.1 Lakh

"As a freelancer, I always struggled with tax planning. Taxspert identified deductions I had never claimed before. Highly recommended."

Bangalore

Saved ₹67,500

"The capital gains planning advice alone was worth the session fee many times over. Very structured and professional approach."

Frequently Asked Questions

Start Saving on Taxes This Year

Book your tax planning session today. Our experts will help you build a plan you can implement immediately — with a written report to refer back to all year.

No Hidden Charges

Qualified CAs Only

Written Summary Included