Tax Planning DIY
An easy-to-use tool that generates a personalized tax-saving report based on your income, investments, and financial profile. It helps you identify the best ways to reduce your taxable income and boost your savings—all by yourself.
- Get a customized report based on your financial details
- Save money on taxes with simple, easy-to-follow suggestions
- No need to rely on anyone—do it all by yourself
- Covers salary, home loan, and other income to give a full picture
Plan Overview
An easy-to-use tool that generates a personalized tax-saving report based on your income, investments, and financial profile. It helps you identify the best ways to reduce your taxable income and boost your savings—all by yourself.
Services Covered
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)