Tax Planning & Advisory

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Taxation & GST

Tax Planning & Advisory

Strategic, forward-looking tax planning for individuals, HNIs, and businesses — legally minimising tax liability through optimal structuring, timing, and investment decisions.

What is Tax Planning & Advisory?

Tax planning is not about finding loopholes — it is about making informed, legally sound decisions that align your financial and business activities with the provisions of the Income Tax Act. AccentTax Consulting provides proactive tax planning advisory that goes well beyond year-end compliance.

Our Chartered Accountants work with you throughout the year to identify tax-saving opportunities, structure transactions optimally, and ensure that every major business or personal financial decision is made with full awareness of its tax implications. The result: a lower effective tax rate, better cash flow, and complete peace of mind.

At a Glance

Who is this for

HNIs, Business Owners, Promoters, Corporates, Family Offices, Startups, Salaried Professionals

Governed by

Income Tax Act, 1961 | CGST Act, 2017 | DTAA Agreements | CBDT Circulars

Estimated timeline

Ongoing advisory | Annual tax planning review: 2–4 weeks

Our fee

Request a quote

Why Choose This Service?

Key advantages of engaging AccentTax Consulting for Tax Planning & Advisory.

Reduced Effective Tax Rate

Systematic planning across deductions, exemptions, and structuring can significantly reduce your overall tax burden.

Proactive, Year-Round Advisory

We advise before transactions happen — not after — so you never miss a planning opportunity.

Legally Sound Strategies

All planning is within the four corners of the law — no aggressive avoidance schemes that invite scrutiny.

Business & Personal Integration

We plan across your business and personal finances together, optimising the overall family / group tax position.

How It Works — Our Process

Simple, transparent, and fully managed by our team.

1

Financial Profile Assessment

We review your income sources, investments, business structure, and existing tax position to understand the planning landscape.

2

Tax Planning Strategy

We develop a customised tax planning strategy covering deductions, exemptions, timing of income/expenses, and structural changes.

3

Transaction-Level Advisory

Before major transactions (property sale, business restructuring, investment), we provide specific tax impact analysis and structuring advice.

4

Implementation Support

We assist with implementing the recommended strategies — investment documentation, restructuring filings, and compliance actions.

5

Quarterly Review

We review your tax position quarterly, update advance tax estimates, and adjust the plan for any changes in income or regulations.

6

Year-End Optimisation

Before 31 March, we conduct a final review to ensure all planned deductions are in place and any remaining opportunities are captured.

We handle everything — you just provide documents.

Documents Required

Previous 3 years ITR and computation of income
Current year income details (salary slips, business P&L)
Investment portfolio details (equity, MF, FD, real estate)
Business structure details (shareholding, group entities)
Existing insurance and ELSS investment details
Loan details (home loan, business loan)
Planned transactions (property sale, business sale, restructuring)
Foreign income / foreign asset details (if applicable)

Don't have all documents ready? Contact us — we'll guide you step by step.

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Estimated Timeline

Initial tax planning report: 2–4 weeks | Ongoing advisory: Continuous throughout the year

Complex group structures or international elements may require additional time for analysis.

Professional Fee

Request a personalised quote

All fees exclude 18% GST. Transparent pricing, no hidden charges.

Frequently Asked Questions

What is the difference between tax planning, tax avoidance, and tax evasion?
What are the most effective tax-saving instruments under the old regime?
Should I opt for the old or new tax regime?
How can a business reduce its corporate tax liability?
What is GAAR and how does it affect tax planning?

You May Also Need

Income Tax Return Filing

Accurate ITR filing implementing your tax planning strategy.

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Business Advisory & Structuring

Optimal business structure for tax efficiency and liability protection.

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International Taxation

Cross-border tax planning and DTAA advisory.

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Advance Tax & Self-Assessment

Compute and pay advance tax to avoid interest charges.

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Ready to get started?

Our team responds within 1 hour.