Direct Tax
Services

Accurate ITR filing for individuals, HUFs, firms, companies, and LLPs — all categories handled with precision.

• All ITR forms covered (ITR 1–7)
• Capital gains & foreign income included
• Revised & belated return filing
• Interest & penalty computation

• PAN card
• Form 16 / Form 16A
• Bank statements
• P&L account & balance sheet (business)
• Capital gains statement (if applicable)

• Collect income documents & Form 16
• Compute income & deductions
• Prepare & review ITR draft
• File on e-filing portal & verify

End-to-end TDS deduction, payment, return filing, and certificate issuance.

• All TDS categories covered
• Quarterly returns (24Q/26Q/27Q)
• Form 16 & 16A generation
• 26AS reconciliation support

• PAN of deductee
• Payment details & invoices
• TAN of deductor
• Bank challan / payment proof

• Identify TDS applicability & rate
• Deduct TDS at time of payment
• Deposit challan by 7th of month
• File quarterly TDS return

Compute and pay advance tax to avoid interest under Sections 234B and 234C.

• Quarterly advance tax schedule
• Interest computation under 234B/C
• Year-round tax liability planning
• Proactive revision of estimates

• Previous year ITR
• Current year income estimates
• Investment details
• TDS certificates received

• Estimate total income for the year
• Deduct TDS already deducted
• Compute advance tax liability
• Pay by June/Sep/Dec/Mar installments

Expert handling of income tax notices, scrutiny, and appellate proceedings.

• All notice types handled (143/144/148)
• CASS scrutiny assessment support
• CIT(A) & ITAT appeal filing
• Penalty waiver application

• Copy of notice received
• Previous ITR copies
• Books of accounts
• Supporting bills & vouchers

• Analyse notice & identify issues
• Prepare factual & legal reply
• Submit reply with documents
• Follow up & attend hearing if needed

Statutory tax audit report preparation for businesses exceeding prescribed turnover.

• Form 3CA/3CB/3CD preparation
• Books & accounts examination
• ICAI standards compliance
• Upload on e-filing portal

• Books of accounts (cash/bank/journal)
• P&L and balance sheet
• GST returns for the year
• Fixed asset register

• Verify books & supporting documents
• Examine all tax audit clauses
• Prepare 3CB/3CD with CA signature
• Generate UDIN & upload report

Advisory on STCG & LTCG from property, shares, and mutual funds with exemption planning.

• STCG & LTCG computation
• Section 54/54F exemption planning
• LTCG on equity & MF advisory
• Property transaction advisory

• Sale & purchase agreement (property)
• Demat account statement (shares)
• Mutual fund redemption statement
• Cost of improvement records

• Identify nature of capital asset
• Compute indexed cost (if applicable)
• Calculate STCG or LTCG
• Apply exemptions under Section 54/54F

Foreign income, DTAA claims, and NRI taxation advisory.

• DTAA benefit claims
• Foreign tax credit (Form 67)
• NRI TDS & FEMA advisory
• Transfer pricing basics

• Passport & visa details (NRI)
• Foreign income documents
• Tax paid certificate (country of residence)
• FEMA reporting proof

• Determine residential status
• Identify applicable DTAA provisions
• Compute tax with DTAA relief
• File Form 67 for foreign tax credit

Year-round proactive tax planning to legally minimise tax outgo.

• Old vs new regime comparison
• Investment-linked tax savings
• Salary restructuring advisory
• HRA, LTA & deduction planning

• Salary slips & Form 16
• Investment proofs (80C, 80D, etc.)
• Rent receipts (HRA)
• Home loan interest certificate

• Analyse income structure
• Identify applicable deductions
• Choose optimal tax regime
• Implement tax saving investments