Talk to a CA
Tax planning session
A session with a CA to plan your income tax for the year. We look at your income, investments and plans, compare the old and new tax regimes on your numbers, and work through deductions, salary structure, capital gains and business tax. You get a written plan of what to do and by when.
- Old and new regimes compared on your numbers
- Deductions, salary structure and capital gains reviewed
- A written plan with actions and dates
- A CA reads your documents before the session
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- Work done by chartered accountants
- 100% online, anywhere in India
- Since 2017
Price
Tax planning session
₹2,499+ ₹450 GST
A session within 3 working days of receiving your documents
- Review of your income, investments and last return
- Up to 60-minute call with a CA
- Old and new tax regimes compared
- Deductions and investments planned for the year
- Salary structure or business income reviewed, as relevant
- Capital gains on planned sales
- Advance tax estimate
- Written tax plan after the session
Fees are before 18% GST. There are no other charges for the session. Filing your return, or other work you ask for, is quoted separately.
Who needs tax planning session
- Salaried people choosing a tax regime or restructuring their salary
- Investors planning to sell shares, mutual funds or property
- Professionals and business owners planning advance tax and business expenses
- Anyone with a big change this year, such as a bonus, ESOPs, an inheritance or a new business
Documents you'll need
Keep ready for the session
- Last year's income tax return and computation
- Salary slips or CTC breakup, and last year's Form 16 (under the 1961 Act)
- Annual information statement (AIS) from the income tax portal
- Investment and insurance statements
- Home loan interest certificate, if any
- Capital gains statements from your broker or mutual funds
- Details of sales, purchases or large expenses you're planning this year
You upload these from your order page after you pay. Scans or clear phone photos are fine.
How it works
- 1
Book and pay
Pay online and tell us what you'd like to plan: salary, investments, a sale, business income or all of them.
- 2
Slot confirmation
We confirm a time and ask for the documents that matter for your case. A CA reviews them before the session.
- 3
The session
On a phone or video call, the CA takes you through the numbers, compares the regimes and discusses your options.
- 4
Written plan
You get a written plan: the regime to choose, what to invest or claim, and dates for advance tax and other actions.
What tax planning covers
Tax planning is arranging your income, investments and spending so you pay the tax the law asks for and no more. For salaried people, that means choosing a regime, using the deductions the old regime allows and structuring allowances. For investors, it's timing sales and using the exemptions on capital gains. For business owners, it's choosing between presumptive tax and full books, claiming genuine expenses and planning advance tax.
We advise only on what the law allows. We don't suggest arrangements built only to avoid tax.
The new Income-tax Act
From 1 April 2026, the Income-tax Act, 2025 replaced the 1961 Act. Income from tax year 2026-27 onwards is taxed under the new Act, which renumbers sections and some forms; returns for the year ended 31 March 2026 are still filed under the old Act. The new regime remains the default.
We plan under the rules that apply to your year and tell you where the change affects you.
Frequently asked questions
When should I book a session?
Early in the year, from April to June, gives you the most room to act: telling your employer your regime, planning investments and timing sales. A session later in the year still helps with advance tax and capital gains before 31 March.
Which regime should I choose?
It depends on your income and the deductions you can claim. The new regime has lower rates and few deductions; the old regime can suit people with large deductions such as home loan interest and tax-saving investments. We compare both on your numbers.
Is the session only for salaried people?
No. We also plan for investors, professionals, business owners and people with rental income. NRIs can book our NRI tax consultation.
Will you file my return too?
Not as part of the session. Return filing is a separate service, and the plan makes it quicker.
Do you recommend investments?
We explain the tax effect of investments and sales. We don't recommend specific shares, funds or financial products.