Tax Planning & Advisory

About this Service

The tax you ultimately pay depends less on filing accuracy and more on planning before the financial year unfolds. Choosing the right regime (old vs new), structuring family income across HUF and members, timing capital gains, claiming Section 80 deductions, and using tax-efficient instruments can legally save lakhs.

For businesses, tax planning extends to entity structure, depreciation strategy, transfer pricing, deferral of tax incidence, MAT/AMT planning, dividend distribution, and use of carry-forward losses.

What is Tax Planning & Advisory?

Tax Planning is the legal arrangement of financial affairs — investments, expenditures, business structure, transaction timing — to minimise tax incidence within the framework of the Income Tax Act and relevant statutes. It is distinct from tax evasion (illegal) and tax avoidance (often challenged).

Tax Advisory covers ongoing guidance on the tax implications of specific transactions — property sale, business sale, gift, inheritance, NRI repatriation, ESOP exercise, M&A — before they are executed.

Who Should Avail This Service?

• High-income individuals and HNIs needing optimisation
• Salaried professionals choosing between old vs new tax regime
• Business owners planning succession, exit or restructuring
• Families considering HUF formation or inter-generational wealth transfer
• NRIs managing India-source income, FEMA compliance and repatriation
• Companies planning capital expenditure, depreciation strategy, or fund raising

Key Benefits

• Legal minimisation of overall tax liability
• Better post-tax cash flow and savings
• Avoidance of inadvertent triggering of capital gains or clubbing provisions
• Optimised investment portfolio with tax-efficient instruments
• Scenario modelling before major transactions or restructuring
• Long-term wealth preservation through inheritance and succession planning
• Pre-empted dispute risk through compliant structuring

Documents Required

• Latest three years of ITRs and computation
• Salary structure / business P&L
• Asset and liability schedule
• Investment portfolio details (MF, shares, real estate, FDs)
• Family details for HUF / clubbing analysis
• Pending transaction details (sale, purchase, gift, restructuring)
• Loan documents and EMI schedules

Why Choose EXPORTAS for Tax Planning & Advisory?

• Two-decade combined expertise across DGFT, Customs, GST and corporate compliance.
• End-to-end ownership — application, documentation, follow-up, closure.
• Best Turnaround Time (TAT) with proactive milestone updates.
• Transparent, error-free, risk-free processing under defined SOPs.
• Affordable transaction cost with no hidden charges.