INDIVIDUAL COMPLIANCE

Strategic Tax Planning & Wealth Advisory

Legal Tax Optimization to Minimize Tax Liabilities Legally

Structured consultation with a seasoned Chartered Accountant to structure your salary, investments, and business expenses.

Consult on WhatsApp Request a Callback

Direct CA review • Complete data confidentiality • Average response under 5 mins

Fixed Starting Fee

₹ 1,999

One-on-one session + custom plan report

Turnaround 1-2 Working Days
Reviewer Chartered Accountant
Updates Direct WhatsApp Line

Start Consultation on WhatsApp

01 · Understand the risk

Where individual filings usually go wrong

Income from salary, investments, property, or overseas sources often sits across several statements. Missing an AIS entry, using the wrong ITR form, or overlooking a deduction can delay processing and create an avoidable demand.

02 · Our approach

How your return is reviewed

We reconcile your source documents with Form 26AS, AIS, and TIS, compare applicable tax regimes, and prepare a clear computation for your approval before filing.

03 · Deliverables

What you receive

Comprehensive Review of Current Income & Tax Outflow
Old vs New Tax Regime Comparative Mathematical Analysis
Custom Investment & Deduction Strategy (80C, 80CCD, 80D, 24b)
Salary Restructuring Advisory for Executives
Written Actionable Tax Optimization Roadmap

Outside Scope

Execution of investments in specific financial products

04 · Best suited for

Who this service is for

High-earning salaried professionals, startup founders, consultants, and business owners looking to reduce tax outflows.

Before we begin

Documents checklist

Have these ready for quick turnaround. You can share digital copies directly over WhatsApp:

Latest Salary Slips & CTC breakdown letter
Current Investment Portfolio Summary
Previous Year ITR copy
Home loan repayment schedule (if applicable)

Assigned Reviewer

Tax Expert Verified

Assigned Tax Expert Senior Practitioner • Direct Review

WhatsApp Tax Expert →

Process Timeline

Direct communication and fast completion backed by professional accountability.

Share Requirements

Send your query or files via WhatsApp. No mandatory portal sign-ups.

Practitioner Review

A qualified tax specialist inspects your files, reconciles data, and prepares computation options.

Approve Draft

You review the complete mathematical draft computation and all-inclusive fee quote.

Portal Filing

We e-file on the official government portal and share your official acknowledgement PDF.

Client Feedback

Verified client experiences with our tax and compliance team.

★★★★★

"Extremely professional and prompt. Handled our name approval, LLP agreement, and partner DINs smoothly without any back-and-forth hassles."

Meera Singhania Founder, Studio Bloom LLP • Mumbai

★★★★★

"I received a 143(1) intimation with a sudden tax demand. easyfile reviewed my AIS, spotted a duplicate TDS entry error, drafted the rectification request, and the demand was zeroed out within a week."

Dr. Alok Sen Consultant Cardiologist • Delhi

Frequently Asked Questions — Strategic Tax Planning & Wealth Advisory

Common questions regarding eligibility, documents, and procedure.

Automated tax portals make you do the heavy lifting and often miss critical deductions or misclassify complex gains. At easyfile, a human tax professional reviews your Form 16, 26AS, AIS/TIS, and bank records to ensure maximum legal deductions, zero errors, and complete audit safety with transparent pricing.

Simply click any "WhatsApp a Tax Expert" button on our site. A pre-filled message with your requirement will open in WhatsApp. A dedicated tax expert from our team will reply directly, review your requirements, request documents securely, and give you a transparent quote before you pay anything.

Yes, 100%. We adhere to strict data confidentiality standards. Your documents are stored in private, access-controlled directories with encrypted filenames, and are only accessible by the assigned tax specialist working on your filing. We never sell or share client data.

We follow a transparent quotation process: after reviewing your requirement and documents, we provide an all-inclusive quote. You can pay via UPI, Net Banking, Debit/Credit Card, or direct bank transfer. Work starts immediately upon confirmation.

Still have questions about Strategic Tax Planning & Wealth Advisory?

Ask a Tax Expert on WhatsApp