Income Tax Planning
Tax Planning Is a Year.
Not a March Weekend
COORDINATED THROUGH REPUTED PARTNER TAX FIRMS
Real tax planning happens across all 12 months, before the ESOP vests, before the property sells, before the NRI status changes.
We help you build that year-round discipline, backed by a chartered accountancy practice that handles the complex end of the spectrum,
Indian tax, US tax, capital gains, cross-border, litigation.
We won’t share your financial data
Why Choose Us
Estate planning in India is usually postponed until it’s too late, either because it feels premature, or because the process feels overwhelming. We do it differently.
Structured. Practical. Legally sound. And with a single point of coordination between your lawyer, your CA and your financial advisor.
Planning First, Filing Second
The ITR is the last step. The real work is comparative regime analysis, deduction optimisation, capital gains planning on property, listed and unlisted securities, ESOPs, mutual funds and virtual digital assets, all done through the year, aligned to actual life events. Filing then becomes a formality, not an emergency.
Complex Cases, Handled Properly
NRI residency and DTAA. Foreign asset disclosure and FEMA compliance. Liberalised Remittance Scheme and repatriation. ESOPs vesting across jurisdictions. Litigation and representation before the AO, CIT(A) or ITAT. Most CA practices don't handle these regularly. WealthNest does, and does it as core practice, not as an occasional exception.
Coordinated Across Your Whole Financial Picture
Indian tax and US federal & state tax under one engagement. For families with US-linked income, employees on US assignment, GC/H-1B holders, NRIs with US filings, dual-status individuals, the coordination between Indian and US tax positions is often the biggest source of missed savings and missed compliance. We handle both sides.
What We Help You With
Indian Income Tax Compliance
Return preparation and filing spanning all income heads, salary, house property, capital gains, business or profession, and other sources. Advance tax computation to avoid interest and penal exposure. Income and credit reconciliation against tax department records. Rectification, revised and updated return filings, and refund tracking.
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US Federal and State Tax Compliance
Federal and state return preparation across all applicable income categories. Estimated tax planning and payment scheduling. Verification and reconciliation of income against employer statements, investment reports and third-party documents. Amended returns and follow-up on outstanding refunds.
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Income Tax Planning and Advisory
Comparative analysis and selection between available tax regimes. Optimisation of eligible deductions and exemptions on a documented basis. Capital gains planning on sale of immovable property, listed and unlisted securities, ESOPs, mutual funds and virtual digital assets. Year-round planning aligned to life events, property purchase, business set-up, relocation.
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Assessment and Litigation Support
Drafting considered replies to notices, intimations and enquiries. Handling scrutiny and reassessment proceedings. Representation before the Assessing Officer, the Commissioner (Appeals) and the Income Tax Appellate Tribunal.
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NRI and Cross-Border Matters
Determination of residential status and application of Double Taxation Avoidance Agreements. Reporting of foreign assets and income, and related disclosure compliance. Certification for foreign remittances. Advisory under the Foreign Exchange Management Act, including the Liberalised Remittance Scheme and repatriation matters.
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Certification and Attestation
Net worth, income and turnover certificates. Tax audits for individuals carrying on business or profession above prescribed thresholds. Purpose-specific certificates for loan, visa and immigration requirements.
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Books, GST and Support for Professionals and Proprietors
Bookkeeping and maintenance of books of account. Presumptive taxation advisory and audit applicability assessment. GST registration, periodic returns and advisory.
Who This Is For
Who this is for |
What to do |
|---|---|
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Salaried professionals with ESOPs |
Vest planning, sell-to-cover strategy, cross-border ESOP tax |
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Business owners and proprietors |
Books, GST, presumptive tax, audits, planning |
|
NRIs and returning residents |
Residential status, DTAA, foreign asset reporting, FEMA |
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Families with US tax exposure |
Federal, state, dual-status, coordinated with Indian filings |
|
Property sellers and inheritors |
Capital gains, indexation, exemptions, reinvestment planning |
|
Individuals under scrutiny or reassessment |
Notice replies, litigation, representation at every level |
How It Works
Step 1: Free Tax Planning Call
Book a free consultation. We understand your income structure, life events on the horizon (bonus, ESOP vest, property sale, business set-up, relocation), and any existing complexity, NRI status, US tax exposure, notices in play.
Step 2: Scope and Engagement
Our partner experts provide a clear scope, engagement terms and fee structure upfront. No hourly surprises. No mid-year renegotiations.
Step 3: Year-Round Planning
Not just filing season. Quarterly check-ins around advance tax, life-event-triggered planning (before the ESOP vest, before the property registration), and proactive optimisation across the tax year.
Step 4: Filing, Coordination and Follow-Through
ITRs filed accurately and on time. US filings coordinated where applicable. Notices, refunds, rectifications and assessments handled to closure. Full paper trail preserved for future reference.
Frequently Asked Questions
Find answers to common questions about our income tax planning services
No. WealthNest.AI is a SEBI-registered Investment Adviser (RIA No. INA000022464). Tax compliance, advisory and litigation services on this page are provided by trusted and reputed tax partner firms.
Depends. If your CA is handling year-round planning, capital gains structuring, cross-border and US tax coordination, and litigation, you're in good hands. If your CA files your ITR in July and disappears until next June, there's usually significant unrealised planning value. A free consultation costs you nothing to find out.
Yes. For salaried professionals on US assignment, GC holders, H-1B holders, NRIs with US filings, and returning residents, the coordination between Indian and US tax positions is where most families leak both money and compliance. Handling both under one engagement removes that leakage.
Yes. Our trusted and reputed tax partner firms handle the full spectrum, replies to intimations and enquiries, scrutiny and reassessment proceedings, representation before the Assessing Officer, the Commissioner (Appeals) and the Income Tax Appellate Tribunal. If a notice is in play, the sooner you engage, the more options remain on the table.
Before the transaction. Not after. Once the sale is registered or the ESOP is exercised, most planning options are closed. A planning call before the event is the single highest-return hour you can spend with a tax professional.
This is exactly the situation where planning matters most. Capital gains treatment differs across asset classes, holding period rules differ, indexation applies to some and not others, set-off rules interact. A structured plan can meaningfully change your tax bill. Ad-hoc filing rarely does.
Yes. GST registration, periodic returns, presumptive taxation advisory, audit applicability, and bookkeeping, all under the same engagement.
Every WealthNest account has a dedicated "Income Tax" module, one of the four "I"s. Filing status, upcoming deadlines, capital gains events, regime comparison, and planning actions show up alongside the rest of your financial picture. Your tax planning stops living in a shared folder and starts living inside the plan.
Tax compliance, advisory, and litigation services on this page are provided by reputed tax partner firms that WealthNest works with. Any engagement is coordinated through WealthNest as your intermediary and is subject to conflict check, scope confirmation, and applicable professional terms.
Tatvartha WealthNest AI Private Limited is a SEBI-registered Investment Adviser (RIA No. INA000022464). WealthNest does not provide tax preparation, tax audit, or tax representation services. Nothing on this page constitutes tax advice.