Personal tax preparation
- Assistance with the preparation of your personal tax returns.
- Our assistance would cover collating details of the income earned during the year and mapping the information with the data updated in the tax office records (Form 26 AS, AIS & TIS).
- Parity check on whether exemptions / deductions which are available have been appropriately claimed.
- General guidance on documentation to be maintained relating to the tax filings for future reference / tax assessment proceedings.
NRI specific services
- Assistance with annual tax return filings.
- Assistance with advising and obtaining lower deduction tax certificates relating to income earned from India.
- Advisory and compliance support relating to investment decisions in India. This could cover evaluation of tax implications and relating compliances towards purchase of assets in India or sale and repatriation of funds overseas.
Tax advisory services
We provide on call tax advisory services relating to your personal taxes. You may reach out to us to discuss the tax implications of your
- Investment decisions (e.g. purchase or sale of properties, shares, any other capital assets, etc.).
- Employment offers / salary structure to be adopted.
- TDS compliances which may be triggered relating to rental / purchase of properties.
Cross-Border Movements
We offer comprehensive services that include:
- Personalised Tax Planning: We analyse your personal situation and financial objectives to develop a customised tax strategy – they recommendation at times may be as simple as moving your start date by a few days.
- Compliance Roadmap: We outline the compliance requirements you’ll need to fulfil prior to your departure / arrival in India, ensuring you’re fully aware of your tax obligations.
- Tax Mitigation Strategies: We evaluate various tax mitigation avenues available in your specific case.
- Practical Guidance: We provide practical advice on implementing tax planning strategies and assist you in navigating on-ground compliance tasks, such as tax return filings, communication with financial institutions, and liaison with tax authorities.