Tax Advisory and Planning
Taxxify : Income Tax Return Filing | Tax Planning | Notice Reply
Pricing Guide
Salaried Tax Planning & Regime Selection
Regime & Liability Analysis
- Comparative Simulation: Detailed report contrasting final tax liability under the Old Regime (deduction based) versus the New Regime (lower rates).
- Breakeven Assessment: Calculation of the exact investment amount required to make the Old Regime financially beneficial.
Salary Component Optimization
- Structure Tweak: Advisory on restructuring salary heads like HRA, LTA, and Food Coupons to reduce the taxable base.
- Deduction Planning: Specific recommendations for maximizing Section 80C (PPF, ELSS), 80D (Health Insurance), and NPS contributions.
Expert Consultation
- Strategy Call: One 45 minute video session to walk through the tax saving roadmap.
- Query Resolution: Support for questions regarding submission of investment proofs to your employer.
Capital Gains & Asset Sale Advisory
Gain Calculation & Indexation
- Real Estate Analysis: Computing Long Term Capital Gains (LTCG) using Cost Inflation Index and factoring in improvement costs.
- Securities Computation: Segregating STCG vs LTCG for mutual funds and equity, applying grandfathering rules for pre 2018 holdings.
Exemption Strategy
- Tax Saving Bonds: Advisory on utilizing Section 54 (new property reinvestment) or Section 54EC (Capital Gain Bonds) to defer liability.
- Loss Adjustment: Planning to set off current year losses against gains to minimize total payout.
Compliance & TDS
- Form 26QB Guidance: Instructions on filing the 1% TDS deducted during property transactions.
- Document Audit: Verification of sale deeds and broker notes to ensure readiness for scrutiny.
NRI & Foreign Asset Tax Advisory
International Taxation
- Double Tax Avoidance: Application of DTAA treaty benefits to prevent taxation of the same income in both India and the country of residence.
- Foreign Tax Credit: Filing Form 67 to claim credit in India for taxes already paid abroad.
Asset Reporting (Schedule FA)
- Global Disclosures: Mandatory reporting of unlisted foreign shares, vested ESOPs/RSUs, and foreign bank accounts.
- Source Documentation: Reporting of high value Indian transactions including NRE/NRO fixed deposits.
Repatriation Support
- Fund Transfer Advisory: Guidance on Form 15CA and 15CB required by banks to move funds from India to foreign accounts.
- Residential Status: Calculation of stay duration to determine exact tax residency status for the financial year.
About Tax Advisory and Planning
How I Help You Keep Your Tax Life Stress-Free
Tax rules get messier every year, and honestly, one missed detail can snowball into a headache. I cut through the jargon and help you see what really matters: staying compliant and making smart choices for your money, not just this year, but for the long run.
Planning That Actually Works
- If you’re earning big (₹50 lakh+), that “hidden tax” called surcharge can sneak up on you. I give you real talk and strategies to soften the blow.
- Families can get creative with HUF setups. I’ll show you how it works, double deductions and all, so you keep more in your pocket.
- I don’t just look at taxes. We’ll talk about your financial goals, building an investment mix, and locking in the right insurance so your family’s covered.
Tackling Capital Gains & TDS
- Selling property? I break down capital gains tax planning for property sales, using every exemption and rule to your advantage.
- Dealing with shares, mutual funds, or F&O? I’ll guide you on what’s short-term, what’s long-term, and how to actually report it right.
- If you’re buying property from an NRI, TDS compliance for NRI transactions is a must. Miss a step, and the penalty is brutal. I make sure you don’t.
Don’t Mess Around with Foreign Assets
- Got foreign accounts, overseas property, or RSUs from your MNC? You must disclose them here in India. Messing this up isn’t just a slap on the wrist - the penalties are real.
- I’ll make sure your disclosures are watertight and you sleep easy.
I keep it transparent, direct, and focused on what actually matters for you.
Meet your Expert
Taxxify
15 connects in last 3 months
My Story
We started Taxxify after seeing how confused most folks got with tax stuff. So many rules, so much stress, and the middle class always stuck in the maze. We didn’t want to just fill forms, we wanted to actually help people understand what’s going on. Our whole thing is: make taxes less scary. We break it down, send reminders, and try to give people some real peace of mind. That’s what drives us, honestly.
My Work
All-in-one tax help - We cover digital tax filing for salaried employees, tax planning, TDS compliance for small businesses, and handling department notices.
Not just data entry - We look out for mistakes, help you claim what’s yours, and keep things simple so you don’t get lost.
Everyone’s welcome - Salaried, business folks, property sellers, or dealing with foreign income - we help anyone, anywhere in India.
No shortcuts, no hiding - We’re upfront: declare everything. Hiding income is a big risk now. Honest, clean filing is the only way.