Details

Annual Tax Planning is a proactive process that helps individuals and businesses structure their finances efficiently to minimize tax burden while complying with all legal requirements. A well-designed tax plan improves cash flows, maximizes allowances and exemptions, and helps ensure there are no last-minute compliance surprises.

We offer personalized planning based on client-specific income, business activities, investment plans, and long-term financial goals.

Scope of Services

• Year-round review of tax exposure

• Optimization using deductions and exemptions

• Investment planning aligned with tax benefits

• Capital gains tax planning

• Salary and remuneration structuring

• Advance tax strategy and payment tracking

• Corporate tax profitability planning

Documents / Inputs Required

• Income and financial statements

• Investment and deduction details

• Past tax returns and notices (if any)

Deliverables

• Annual Tax Planning Report

• Tax savings insights and implementation strategy

• Compliance review and advisory updates