Tax Planning & Advisory
Proactive financial structuring for high-net-worth individuals, tech founders, and growing enterprises. We don't just file your taxes; we actively redesign your compensation, capital structures, and investments to legally minimize tax leakage.
Key benefits
- Maximum Retained Earnings: We utilize every legal deduction, exemption, and rebate available in the Income Tax Act.
- Founder Wealth Structuring: Tax-efficient extraction of wealth from the company via salary vs dividend vs buybacks.
- Startup Tax Exemptions: Assisting DPIIT-recognized startups in claiming the coveted Section 80-IAC 3-year tax holiday.
- Capital Gains Optimization: Advisory on Section 54/54EC bonds to legally save tax on sale of property or equity.
- ESOP Taxation: Structuring Employee Stock Options so founders and early employees don't face crushing tax burdens on vesting.
Documents required
- Existing corporate structure and shareholding pattern.
- Historical financials and projected revenue/profit models.
- Details of large anticipated transactions (e.g., selling a company, buying commercial real estate).
How it works
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1
Discovery
Deep dive into your business model, cash flow needs, and personal wealth goals.
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2
Scenario Modeling
Mathematical modeling of different structures (e.g., Old vs New Regime, LLP vs Pvt Ltd tax rates).
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3
Advisory Report
A detailed memorandum with actionable restructuring steps and their exact INR tax savings.
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4
Execution
Implementing the changes (e.g., revising director remuneration contracts, routing investments).
Frequently asked questions
Is tax planning the same as tax evasion?
Absolutely not. Tax evasion is hiding income illegally. Tax planning is the intelligent application of the law (exemptions, rebates, allowances) to structure transactions in the most tax-efficient way possible.
When is the best time to do tax planning?
April or May. Tax planning done in March is usually just panic-buying insurance policies. Real tax structuring (like changing entity type or remuneration structure) takes a full financial year to yield results.
Can you help lower tax on selling my startup shares?
Yes. We advise on Long Term Capital Gains (LTCG) structuring, unlisted share valuations, and reinvestment strategies under Section 54F to minimize tax impact.