Income Tax Advisory
Expert call and written guidance for tax planning, savings, and investments — consolidates the former "Ask an Expert" consult into this advisory plan.
One advisory engagement for individuals and businesses: get answers to your tax questions, at least 30 minutes of expert consultation, tax and investment planning, tax-saving and tax-harvesting ideas, and help limiting tax liability — without full ITR preparation in the plan fee.
Inclusions
- Answers to your tax queries with expert review of your situation
- At least 30 minutes of consultation with a tax expert
- Tax planning and advisory services
- Tax saving recommendations and tax harvesting strategies
- Investment planning for tax savings
Exclusions
- Actual ITR Filing Services
- Tax Audit Representation
- International Tax Advisory
Recommended For
- Taxpayers seeking tax planning and investment advice
- Individuals needing quick clarity on queries or notices (non-representation)
- Individuals with capital gains seeking optimisation of tax liability
- Professionals seeking tax saving recommendations
- Investors and traders needing tax advice on investments or asset sales
Not Recommended For
- Taxpayers who need end-to-end ITR filing (choose an ITR plan)
- Representation before assessing officers, tribunals, or courts
- Urgent litigation or departmental hearing representation
- In-depth international tax structuring (outside retail advisory scope)
- Standalone tax audit engagement (purchase CA audit or notice plans if applicable)
How It Works
- Purchase the plan and provide your contact details
- Upload your documents and share your query or requirements
- Schedule a call with our tax expert
- Discuss your tax planning and tax saving needs with our tax expert
- Receive personalized tax planning recommendations
- Get ongoing support for your tax planning queries
Documents Required
- Previous year's tax returns (if any)
- Investment proofs
- Salary slips (if applicable)
- Business income details (if applicable)
- Property details (if applicable)
- Any other relevant financial documents
Time Estimate
1 business day from the time of document submission
Remarks
- This plan replaces the former standalone "Ask an Expert" SKU; it does not include preparing or filing income tax returns unless you purchase filing separately.
- Deliverables are recommendations and guidance; implementation of investments or products is your decision.
- Complex matters may need a separate scoped engagement after the initial consultation.