Direct Tax Services
Income tax compliance & advisory across individuals, partnership firms, OPC/companies, trusts and HUFs. Includes return filing, tax planning, transfer pricing basics (if applicable), tax audit liaison and refunds follow-up.
Who should use it
All entities & individuals liable for Indian income tax; startups & firms needing structured tax planning.
Sub-services
Individual income tax return (ITR) filing & planning
Firm / Partnership returns and profit allocation advisory
Company tax compliance (including MAT, advance tax)
Trust & NGO tax filings & compliance (section 12A/80G advisory)
Tax audit assistance (section 44AB)
Advance tax computation & schedule
Documents required (typical)
PAN of taxpayer or entity
Books of accounts (trial balance) / P&L & Balance Sheet
Bank statements & TDS certificates (Form 16/16A)
Tax computation inputs (deductions, investments, depreciation schedules)
Details of capital gains, exemptions & other income
Process & timelines
Planning (quarterly)
tax projection & advance tax schedule
Pre-filing (April–July)
collection of documents, reconciliation, computation
Filing windows
ITR filing & e-verification as legislated deadlines
Deliverables
Computation of taxable income & tax payable
Filed return acknowledgement & e-verification proof
Tax planning memo & refund follow-up
Practical notes
We stress proactive tax planning (quarterly reviews) to avoid surprises and manage
advance tax eƯiciently.
