Tax Planning & Tax Advisory

Pay Only What You Legally Owe — Strategic Tax Planning for Individuals and Businesses

✦ Legal Tax Minimisation ✦ Year-Round Planning ✦ Business & Personal Tax Integrated
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What is Tax Planning?

Tax planning is the legal process of arranging your financial affairs in a manner that minimises your tax liability within the framework of the Income Tax Act. It is fundamentally different from tax evasion (which is illegal) — tax planning involves proactively utilising every deduction, exemption, and structural benefit available to you under the law, applied correctly and at the right time during the financial year.

Effective tax planning is a year-round activity, not a last-minute exercise in March. It involves choosing the right tax regime (old vs. new), structuring salary components optimally (HRA, LTA, NPS, reimbursements), timing capital gains to utilise exemptions, investing in tax-saving instruments before the deadlines, choosing the right business structure, and using family-based tax planning opportunities like HUF formation and family salary arrangements.

VITTAX's tax planning advisory is provided by qualified Chartered Accountants who have deep experience in both individual and corporate tax planning. We prepare a personalised tax planning document for each client at the start of the financial year — updated based on significant financial events — and ensure every legal tax-saving opportunity is captured.

⚠️ Effective tax planning is a year-round activity, not a last-minute exercise in March.

Who Needs Tax Planning?

Salaried individuals wanting optimal salary structure — HRA, NPS, Flexi benefits, reimbursements, etc,..
Business owners choosing between old/new regime and business structures
HNIs with investment income — planning capital gains timing and exemption utilisation
NRIs structuring their Indian income to minimise withholding tax
Companies planning director remuneration, depreciation, and deduction timing
Individuals about to sell property or investments — pre-sale tax planning
Partnerships and LLPs planning profit distribution to minimise overall tax

What's Included in a Tax Planning Engagement?

Current year tax liability computation under both old and new regime
Personalised investment recommendations — 80C (ELSS, PPF, NPS), 80D (medical insurance), 80G,..
Salary restructuring advisory — HRA, LTA, telephone, food, NPS employer contribution
Capital gains tax minimisation — loss harvesting, Section 54/54EC/54F [new-sections 82/85/86] exemptions
Business income structuring — presumptive vs. actual, home office, vehicle deduction
HUF formation advisory and tax benefit calculation
Year-start & end tax planning sessions.

Pricing

Individual Tax Planning & ITR

₹4,999/year

For salaried & self-employed individuals

Ideal for: Salaried individuals and small business owners wanting annual tax planning

  • Personalized tax planning document for the financial year
  • Old vs. new regime comparison and recommendation
  • Investment schedule — 80C, 80D, 80G, NPS
  • Salary restructuring advisory (if applicable)
  • 4 tax planning consultation calls in a year.
  • ITR filing for that year.
VITTAX Fee: ₹4,999/year  |  Govt. Fees: Nil
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POPULAR

Business Tax Planning & ITR

₹7,999/year

For proprietors, firms, and companies

Ideal for: Business owners, companies, and HNIs with complex tax situations

  • Everything in Individual Tax Planning
  • Business income structuring and deduction maximisation
  • Directors' remuneration and dividend planning for companies
  • Capital expenditure and depreciation timing advisory
  • 12 consultation calls during the year
VITTAX Fee: ₹7,999/year  |  Govt. Fees: Nil
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Frequently Asked Questions

What is the difference between old and new tax regime?

Old regime: allows all deductions (80C, HRA, 80D, etc.) and exemptions. New regime: lower tax rates but no deductions. For individuals with significant investments and HRA, the old regime is often better. For those without deductions, the new regime saves more. VITTAX computes both every year.

Can my family members help reduce my tax?

Yes — through HUF (Hindu Undivided Family) creation (separate tax entity for Hindu families), hiring family members as employees/partners with legitimate remuneration, gifting to spouse or children (subject to clubbing rules), and assigning income-producing assets to family members. VITTAX advises on all legal family-based tax planning strategies.

Quick Enquiry

Individual Tax Planning & ITR₹4,999/yr
Business Tax Planning & ITR₹7,999/yr

At a Glance

Planning FrequencyYear-Round
Regime AnalysisOld & New Both
ITR FilingIncluded
Govt. FeesNil

⚡ Key Planning Areas

Salary StructuringHRA / NPS / LTA
Capital GainsSec 54/54EC/54F
HUF PlanningSeparate Entity
Deductions80C / 80D / 80G

Start Your Tax Planning for This Financial Year

Book a Tax Planning Session → Our CAs prepare your personalised plan and ensure every legal saving is captured

Book a Tax Planning Session → Talk to Expert