Tax Planning

Pay less tax.
Legally.

Structured tax planning throughout the year — not just at the last minute. A qualified CA reviews your finances and builds a strategy to legally minimise your tax outflow.

💰
₹2Cr+
Tax saved for clients
📅
Year-round
Not just March
🎯
100%
Legal strategies only
What's included

Everything covered, end to end.

No gaps. No surprises. Every aspect of your tax planning handled with CA-level precision.

📊

Tax Liability Review

Full review of your income, deductions, and current tax position across all heads.

💡

Deduction Maximisation

80C, 80CCD, 80D, 80G, HRA, LTA, home loan — every avenue explored and planned.

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Capital Gains Planning

Timing of sales, tax harvesting, and LTCG vs STCG strategies for investors.

🏢

Business Tax Strategy

Optimal business structure, allowable deductions, and advance tax planning for owners.

👨‍👩‍👧

HUF & Family Planning

Setting up and utilising HUFs, family income splitting, and gift strategies.

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NRI Tax Optimisation

DTAA benefits, residential status planning, and foreign asset disclosure strategies.

Who is this for

Built for every situation.

Whether you're just starting out or scaling fast, this service is designed to fit.

Salaried professionals

Optimise 80C, 80D, NPS, HRA, and home loan deductions before March.

High-income individuals

₹25L+ income with complex multi-head tax optimisation needs.

Investors

Equity, mutual fund, and property investors planning capital gains tax.

Business owners

Structuring expenses, advance tax, and business deductions effectively.

NRIs returning to India

Residential status planning and transition from NRI to resident status.

Startups & founders

ESOPs, RSUs, and equity planning for founder and employee compensation.

How it works

Simple, fast, paperless.

From first contact to completion — a smooth process that respects your time.

01

Financial review

Share your income details, investments, and current tax situation for a full review.

02

Strategy built

A personalised tax plan with specific actions and estimated savings prepared.

03

Implementation

We help you execute — investments, restructuring, advance tax payments.

04

Year-round review

Quarterly check-ins to ensure you stay on track and adapt to any changes.

Pricing

Transparent fees. No surprises.

All fees quoted upfront. No hidden charges. Upgrade or switch plans anytime.

Annual tax planning
₹4,999
per year · includes quarterly reviews
  • Detailed tax liability review
  • Personalised savings strategy
  • All deduction heads covered
  • Capital gains tax planning
  • Advance tax computation
  • Quarterly review calls
Book a free consultation →
FAQ

Common questions.

When should I start tax planning?

Ideally at the start of the financial year (April). But even mid-year planning can save significant amounts. The earlier the better.

Is tax planning the same as tax evasion?

Absolutely not. Tax planning uses legal provisions — deductions, exemptions, and strategies explicitly provided by the Income Tax Act. Everything we recommend is 100% legal.

Can you help with both old and new tax regime decisions?

Yes. We model your liability under both regimes and recommend whichever results in lower tax for your specific situation.

I have ESOPs from a foreign company. Can you help with the tax implications?

Yes — ESOP taxation, perquisite valuation, capital gains on sale, and foreign asset disclosure are all covered.

Start saving on taxes today.

A 30-minute consultation could identify thousands in annual tax savings. Book yours now.

Book your free consultation
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ClearLedge covers all your financial and tax needs in one place.