Tax Optimizer (Dedicated CA)
Full year dedicated CA access. Plan your taxes for long term.
- All features of File & Plan Tax(CA Assisted)
- Tax Saving Recomnendations
- 180 minute consulting
Plan Overview
Full year dedicated CA access. Plan your taxes for long term.
Services Covered
- ITR U not included in this package^ All features of FILE & PLAN TAX (CA Assisted)^ Tax saving recommendation: Our sophisticated tax analytics & proprietary tax saving algorithms recommend a perfect set of allocation for your income which minimizes your tax outgo.^ 180 minute CA talk-time: All this is backed by our tax savings specialist chartered accountants who are extremely well trained in optimizing your tax ratio to ensure minimum tax outgo.^ All features of FILE & SAVE TAX (CA Assisted)^ Assets declaration: Our experts would assist you in declaring assets in ITR if your income > Rs. 50 lakhs^ All features of FILE TAX (Assisted)^ Tax expert available for capital gains, carry forward of losses or relief under section 89.^ Additional charges of Rs. 999 plus taxes applicable for each of the three services.^ Online tax optimization tool: A cool tool which lets you select the best 'what-if' salary allocation scenarios to minimize your tax ratio in a way that works the best for you.^ ITR reviewed by CA^ All features of FILE TAX (Self)^ ITR reviewed/prepared by tax expert ^ Tax expert available for single form16, HRA, rental income^ Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more^ Phone/Chat Support (10am to 6pm IST)^ Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^ Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date!^ Documents has to be completed within 24 hours from purchase^ Tax expert available for multiple form16, HRA, rental income
Process
Documents to be submitted
Tax Optimizer (TO) helps you optimize taxes, i.e., to plan and save more tax within your CTC. It also helps to cut your tax outgo by restructuring income, expenses and investments for deduction in the year based on the tax laws . TO's prime objective is to maximize tax savings. In fact, it helps you to decide the right tax saving investments for you keeping in view the tax efficiency
Reviews
I availed their services for tax planning and for tax returns. I am satisfied with their professional services. Appreciate CA Aastha Sharma for her due diligence and inputs on Tax Planning.
More Services
All-in-one tool for your ITR Filing, tax planning & financial wellness. For your financial wellness and complete tax compliance we use the latest technologies with our financial expertise!
- Filing of Registration Application
- Follow up till GSTIN received & compliance
- GST Invoice Formats
- ITR filing for Form 16 & Salary<50L
- Pre-filled ITR
- Tax vault for easy access
- Package valid for 3 days from purchase date
- Pre-filled ITR for E-filing
- Tax vault for easy access
- Email support(48 hours TAT)