ComplyKart Services
Tax Planning Advisory
Tax planning is not a March scramble for 80C receipts. It is a year-long plan: the right regime, sequenced deductions, timed gains, scheduled advance tax. We build it with you in writing, then review it at year-end.
CA/CS-guided review
Your documents and structure are checked before anything is filed.
Written scope first
Inclusions and payable charges are explained before work begins.
Support till it’s done
One team owns your filing, from the first call to the final handover.
Get a free callback
Your details stay private — we only call about this enquiry.
Experience behind every filing
A quick snapshot of the work so far.
Fees
Fees and packages for Tax Planning Advisory
Every requirement is a little different, so we quote after a short discussion — the consultation itself is free.
Custom quote
Tax Planning Advisory
Talk to a ComplyKart expert — we’ll understand your requirement and share an exact written quote before you pay anything.
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Tax Planning Advisory Package Inclusions
- Full income profile review and regime comparison
- Deduction and exemption optimisation roadmap
- Salary restructuring suggestions for employees
- Investment-linked tax saving plan (80C/80D/NPS)
- Written tax plan with year-round action points
Overview
What tax planning advisory actually is
Tax planning is the legal arrangement of your finances to minimise tax — using deductions, exemptions, timing, and regime choice the law itself provides.
It happens during the financial year, when decisions can still change the outcome — not at filing time.
It covers all income heads together: salary, business, capital gains, rental, and other sources.
It is distinct from filing: the plan comes first, the return simply reports what the plan achieved.
Benefits
Why clients take tax planning advice from us
Open each benefit to see what it means for you.
A plan, not just a filing
This is advisory, not data entry. We study your income, investments, and goals, then build a tax plan for the year — before the year ends, when changes are still possible.
Deductions sequenced properly
80C, 80D, HRA, NPS, home loan, regime choice — the deductions interact. We sequence them so each rupee of deduction works as hard as possible.
Year-round tax moves
Salary restructuring, bonus timing, capital gains harvesting, advance tax scheduling — the moves that lower tax legally, planned across the full year.
One plan for all income heads
Business income, professional receipts, rental, capital gains — mixed income needs a unified plan, not five separate guesses. We build one.
Documents
Documents required for Tax Planning Advisory
Clear, current documents matter more than a long checklist. Names, dates of birth and addresses should match across every record — that's what the MCA checks first. Tick what you already have below.
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Income and investment profile
Verified against MCA requirements
Tax history and goals
Verified against MCA requirements
What is a CIN?
Every Private Limited Company gets a unique 21-character Corporate Identification Number from the MCA. It's proof your company legally exists. You'll need it for bank accounts, tax filings, and contracts. We handle the entire application — you just provide the documents above.
Not sure if your documents are ready?
Send us what you have. A ComplyKart expert will review them for free and tell you exactly what's missing — no obligation.
Get Free Document ReviewQuestions Founders ask us about documents
What if my address proof is old?
Utility bills and bank statements must be less than 2 months old. If yours are older, get a fresh copy — the MCA rejects stale proofs.
Do I need original documents?
No. Clear scans or photos work for the entire process. We never ask you to courier originals.
What if directors live in different cities?
That's normal. Each director uploads their own documents separately. Our system keeps everything organised.
I'm outside India. Can I still register a company?
Yes. India allows 100% foreign ownership in most sectors, and the entire process happens online. You need one Indian resident director, and your passport + address proof must be apostilled — we'll guide you through both. NRI founders and foreign investors do this with us regularly.
Check if you're eligible →How long does registration actually take?
7 to 10 working days from the day your documents are verified. Name approval takes 2-3 days, MCA incorporation another 5-7. We track every stage and update you.
Can I start if I'm missing one document?
Yes. Start now with what you have — we begin name reservation and DSC while you arrange the rest. Most founders are missing one proof; it rarely blocks the timeline.
Process
Tax planning advisory process — step by step
You’ll see each stage, what’s pending and what we need from you — so filings don’t bounce back.
Step 1 of 6
1. Map your complete income
We start with every income stream you have — salary, business, capital gains, rent — because planning on partial income produces partial savings. This fact-finding typically takes 2–3 working days.
2. Study your tax history
We review your last three ITRs, Form 26AS and AIS to find deductions you missed and patterns you repeat. Most clients are already leaving money on the table here.
3. Compare old vs new regime
We model your liability under both regimes with your actual deductions — 80C, 80D, HRA, home loan interest — and recommend the regime that genuinely costs you less, not the popular one.
4. Build your tax-saving plan
You get a written plan: which investments to make and by when, how to time capital gains, salary structuring options and business expense optimisation. Every recommendation cites the section it relies on.
5. Schedule advance tax and TDS
The plan includes an advance-tax instalment calendar (15 June, 15 September, 15 December, 15 March) and TDS optimisation, so savings are not lost to interest under sections 234B and 234C.
6. Review through the year
Tax law and your income both change. We review the plan each quarter and adjust before March, when most people realise planning should have started in April.
Why ComplyKart
Why ComplyKart for this
You should know who’s doing what. Open a stage to see how the work is shared.
Real planning, not March panic
Most 'tax planning' is a March phone call about 80C. We start with your full income map and build a written plan — the u...
Every move costed in writing
Every recommendation comes with its working: which section, what saving, what proof you need. You can see exactly where...
Plan and filing, one team
The same team files your return, so the plan and the filing agree. Nothing planned gets forgotten at filing time.
Real planning, not March panic: Most 'tax planning' is a March phone call about 80C. We start with your full income map and build a written plan — the unglamorous work that actually saves money.
For NRI founders & foreign investors
If a founder or investor is outside India
You don't need to fly down. Most of our foreign-founder incorporations are completed without the founder ever visiting India — 100% foreign ownership is allowed in most sectors, and the entire process happens online.
Before you start
- 100% foreign ownership is allowed in most sectors — no Indian partner needed
- One Indian resident director is required by law — we help you find a compliant way forward
- Check whether your sector permits automatic-route foreign investment
- Your passport + address proof need an apostille, not an embassy visit
- Map ownership, beneficial ownership and pricing early
After incorporation
- Receive funds through permitted banking channels
- Complete RBI/FEMA reporting (FC-GPR, FLA) and keep the bank evidence
- Coordinate tax and ongoing compliance advice early
Free 15-minute eligibility call. No obligation.
FAQ
Frequently asked questions
Search all 6 answers, or filter by the stage you’re thinking about.
Showing 6 of 6 answers
Planning happens during the year, when you can still act — March is for harvesting, not planning. Filing just reports what already happened. Ideally we start planning in the first half of the year.
It depends on your income mix, but clients typically save multiples of the advisory fee through correct regime choice, deduction sequencing, and timing moves alone. We show you the math before you engage.
No — and be suspicious of anyone who promises it. Planning uses the law's own provisions: deductions, exemptions, timing, regime choice. Aggressive schemes that promise zero tax usually end in notices.
Yes — business income, professional receipts, and capital gains all respond to planning. In some ways there's more room to plan than with salary alone.
Tax law changes every Budget. A plan built on last year's rules can quietly go stale. We review your plan against the current year's provisions.
A proper plan is written down — income map, deduction schedule, action dates. If an adviser won't put it in writing, it's not a plan.
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What clients say about working with us
Real stories from businesses we've worked with.
Our Trademark was applied in all the classes with a short span of time by Complykart Trademark Experts and I can say the level of expertise and commitment they carry is remarkable. It's an A+ from my side. We are now sticking to ComplyKart only.
I found the professionalism of the staff at complykart.com, a pleasure to work with. As a foreigner to India, they took the time to explain the documentation and assisted in every question I raised. I was pleased that complykart.com made it easy for my Business.
Trust, Commitment, Dedication and responsiveness are the best things with ComplyKart. Thanks for handling our Merger assignment with so much care. After my business disputes, complykart handles all things with own sense of understanding.
Trust & transparency
Sources & how we keep this page accurate
Primary sources we refer to:
- Ministry of Corporate Affairs (MCA)
- GST Portal
- Income Tax Department
- IP India (Trademark / Patent / Copyright)
Last verified: 6 October 2026
Compliance rules change. If something on this page looks outdated, tell us on WhatsApp and we'll fix it — and your filing will always follow the current rules, not just what's written here.
Get a free consultation
Talk to a ComplyKart professional about Tax Planning Advisory. The first consultation is free.
