Tax Advisory
Tax Planning & Tax Advisory Services
Most tax outcomes are decided during the year, by decisions that are not obviously tax decisions — how you are structured, how you withdraw profit, when you buy an asset, how a contract is worded. Filing only records what those choices produced.
- Lawful planning within the Act — never concealment or artificial claims
- Structure, remuneration and timing reviewed before transactions close
- GST, TDS and income-tax positions aligned rather than treated separately
- Advance tax planned so cash flow is not disrupted
- Structure
- Timing
- Deductions
- Cash flow
Advisory-led engagement
Tax Advisory Engagement
On quotescope depends on your profile
- Format
- Review or retainer
- Led by
- Chartered Accountant
- Output
- Written position
- Timing
- During the year
- Structure review
- Remuneration and withdrawal review
- Capital expenditure planning
- Transaction timing
- Deductions and incentives review
- GST and TDS alignment
- Advance tax and cash-flow planning
- Documentation guidance
Tax advisory is quoted by the complexity of your position. A single transaction review is a short engagement; a restructuring or cross-border question is not.
Basis
Within the law
Timing
During the year
Scope
IT · GST · TDS
Output
Documented
Professionally reviewed by CA Suraj SoniLast reviewed
Is this right for you?
Planning, or just filing?
Planning is worth it if you
- run a business where profit withdrawal is a live question
- are considering a structure change or a new entity
- plan significant capital expenditure
- have transactions whose timing is still within your control
- have GST or TDS positions that interact with your income tax
- face advance-tax outflows that strain cash flow
- have income or assets connected to more than one country
Filing support may be enough if you
- have salary income with standard deductions only
- have a settled structure and no transactions in question
- need this year's return prepared and nothing decided
Planning has to happen while decisions are still open. Once the year has closed and transactions are done, the work available is accurate filing, not planning.
Tax planning is structuring transactions within the law.
Tax planning is about structuring transactions within the law, not concealing income or creating artificial claims. It means choosing between lawful alternatives with full disclosure — the structure you operate through, how profit reaches you, when an asset is acquired, which incentive you genuinely qualify for — and being able to support every position with facts and documents if it is examined. Understating income, claiming expenses that were not incurred, or building arrangements with no commercial purpose is not planning. We do not do it, and we will say so plainly if that is what is being asked for.
Lawful alternatives
Where the law offers more than one treatment, choosing the better one on your facts is planning.
Full disclosure
Positions are taken openly in the return and supported by documentation, not hidden in it.
Commercial substance
Arrangements have to make business sense on their own terms, not exist only for a tax effect.
Documented
Every position is recorded with its reasoning, so it can be defended years later if questioned.
Tax decision framework
Eight decisions that shape your tax outcome — before filing does.
Filing reports the consequences of decisions already taken. This framework is the set of decisions that actually produce those consequences, in the order they usually arise. Everything here operates within the law: lawful structuring, supported by facts and documentation.
01Business structure
FoundationProprietorship, firm, LLP or company. The form determines how income is taxed at entity level and how it is taxed again, or not, when it reaches you.
02Income & remuneration
WithdrawalSalary, partner remuneration, interest on capital and dividend each carry their own conditions and consequences. The mix is a decision, not a default.
03Capital expenditure
AssetsBuy, lease or defer, and in which entity. Treatment, depreciation position and cash impact are examined together.
04Timing
Which yearWhere the year in which income or expenditure genuinely falls is within your control, that choice affects liability and cash flow.
05Deductions & incentives
EligibilityClaimed only where you actually qualify and can evidence it. Conditions, not marketing, decide eligibility.
06GST / TDS interaction
AlignmentClassification, credit eligibility and withholding obligations interact with the income-tax position and are reviewed alongside it.
07Cash flow
Advance taxLiability estimated through the year so instalments are planned against collections rather than discovered near a due date.
08Compliance risk
DefensibilityEvery position tested on whether it can be supported with facts and documents if it is examined later.
Framework only. No rate, threshold or due date is stated here; each is applied as in force for the year concerned. Nothing on this page is advice on your specific facts.
What tax advisory covers
Entity structure
How proprietorship, firm, LLP and company differ in tax treatment at entity and owner level for your profile.
Remuneration and withdrawal
Salary, partner remuneration, interest on capital and dividend considered together, subject to the conditions each carries.
Capital expenditure
Buy, lease or defer — examined on tax treatment, cash impact and the depreciation position that follows.
Timing of transactions
Where the year in which income or expenditure falls is genuinely within your control, that choice is examined.
Deductions and incentives
Only those you actually qualify for, with the conditions and documentation each requires set out.
GST and TDS interaction
Classification, credit eligibility and deduction obligations reviewed alongside the income-tax position, not separately.
Advance tax and cash flow
Liability estimated through the year so instalments are planned rather than discovered.
Business restructuring
Conversion, reorganisation or new-entity questions examined on their tax and regulatory consequences.
Cross-border positions
Where residency, treaty or foreign income questions arise, reviewed within the scope we practise.
Who this service is for
Business owners
Where the structure and the way profit is withdrawn materially affect what is finally paid.
Professionals and consultants
Where entity form, expenditure and timing decisions are still open.
Growing companies
Where scale has changed the tax profile and the old approach no longer fits.
Businesses planning capital expenditure
Where treatment, entity and timing all affect the outcome.
Groups considering restructuring
Where conversion or reorganisation carries tax and regulatory consequences.
Individuals with cross-border income
Where residency and treaty questions affect the Indian position.
Readiness check
Is there anything left to plan?
0/7
0%
Getting started
Let's get the basics in place.
- 01
Is the financial year still open for the transactions in question?
- 02
Are you deciding how profit will reach you from the business?
- 03
Is significant capital expenditure planned in this year or the next?
- 04
Is the timing of any major transaction still within your control?
- 05
Are you claiming, or considering, any deduction or incentive?
- 06
Do GST or TDS positions affect the same transactions?
- 07
Do advance-tax outflows strain your cash flow?
Your score is only a starting point. A short consultation can confirm your proposed structure, name strategy and documentation before filing begins.
0/7
0%
Getting started
Let's get the basics in place.
- Structure
- Remuneration
- Capex
- Timing
- Deductions
- GST / TDS
- Cash flow
- Compliance risk
What we need to advise on your position.
- Last two to three years' financial statements
- Income-tax returns and computations as filed
- Current constitution documents — deed, LLP agreement or AoA
- Ownership and profit-sharing details
How tax advisory runs.
Best started while the year is open and decisions are still reversible.
- 01Start
Advisory call
Your structure, income profile, planned transactions and what is troubling you about the tax position.
- 02Inputs
Document review
Financials, returns, agreements and GST or TDS records as relevant to the questions raised.
- 03Analysis
Position analysis
Lawful alternatives examined on your facts, with conditions and documentation requirements identified.
- 04Output
Recommendation
Written position note setting out what we recommend, why, and what it depends on.
- 05Review
Discussion
A call to work through the recommendation and adjust where facts change.
- 06Action
Implementation
Documentation, timing and execution of what has been decided, where engaged.
- 07Close
Year-end review
Positions revisited before the year closes and before the return is prepared.
Still in the year? Then there is still something to plan.
Review the position before the transactions close.
Scope
What a tax advisory engagement typically includes.
- 01
Position review
IncludedCurrent structure, income streams and last filed positions examined as a starting point.
- 02
Structure analysis
IncludedWhether the entity form still suits the scale and profit profile of the business.
- 03
Withdrawal planning
IncludedHow profit reaches owners, and the conditions attached to each lawful route.
- 04
Capex and timing review
IncludedTreatment and cash impact of planned expenditure and of transactions still open.
- 05
Deduction and incentive review
IncludedEligibility tested against conditions, with the documentation each requires identified.
- 06
GST and TDS alignment
IncludedInteraction between indirect tax, withholding and the income-tax position.
- 07
Advance tax planning
IncludedEstimated liability and instalment planning against expected cash flow.
- 08
Written position note
IncludedPositions recommended, with reasoning and the documentation to retain.
- 09
Return filing
On requestPreparation and filing of the return itself, where you want it in the same hands.
- 10
Restructuring implementation
On requestConversion or reorganisation execution, scoped separately.
- 11
Notice or proceedings support
On requestWhere a position is later examined by the department, handled as a separate engagement.
We advise only on positions we would be prepared to defend on your facts. Requests to understate income, claim expenditure not incurred or support an artificial arrangement are declined.
Tax advisory pricing
Advisory is quoted by the question involved. A single transaction review is short; a structure or cross-border position is not. We scope first and confirm the fee in writing before starting.
All-inclusive from
On quoteonwards*
Professional fee
MYFINTAX feeBased on complexity, the analysis required and whether a written position note and implementation support are involved.
Statutory amounts
StatutoryTax, interest and any statutory payment are determined by law on your facts and paid by you directly.
Variable scope
VariesReturn filing, restructuring execution and any notice or proceedings work are quoted separately.
No tax saving is promised. Positions are recommended on your facts and the law in force, and are taken openly so they can be supported if examined.
Tax planning, tax compliance — and what we will not do
| Parameter | Lawful tax planningThis service | Tax compliance | Evasion / false claims |
|---|---|---|---|
| What it is | Choosing between lawful alternatives on real facts | Reporting what has already happened | Concealment, false claims, artificial arrangements |
| When it happens | Before and during the year | After the year closes | At any point — and always a problem later |
| Disclosure | Full, in the return | Full, in the return | Incomplete or misleading |
| Documentation | Prepared and retained | Records of transactions | Absent or manufactured |
| If examined | Position explained and supported | Records produced | Exposure to tax, interest and penal consequences |
| Our position | This is what we do | We do this too | We decline the engagement |
Stated plainly because the distinction matters. Lawful planning is legitimate; concealment and artificial claims are not, and we will not support them.
Planning works best when execution is in the same hands.
A position taken in advisory has to survive the books, the GST returns, the TDS statements and the final filing. Keeping them together is how it does.
- Company Registration
- Accounting
- GST
- GST Returns
- TDS
- Income Tax
- ROC Compliance
- Trademark
- Startup India
- Virtual CFO
What goes wrong most often
Thinking about tax only at filing time
By then the transactions are done. Filing records the outcome; it cannot change the decisions that produced it.
Copying someone else's structure
A structure that suits another business can be actively worse for yours, because the facts and profit profile differ.
Claiming without checking conditions
Most deductions and incentives carry conditions and documentation requirements. A claim that fails them creates a later problem.
Treating GST, TDS and income tax separately
The same transaction appears in all three. Inconsistency between them is one of the most common triggers for scrutiny.
Ignoring advance tax until it is due
Unplanned instalments hit cash flow at the worst point in the collection cycle.
Positions taken without documentation
A position that cannot be evidenced later is a liability, however sound it was at the time.
Why MYFINTAX
CA-led judgement
Your position is reviewed by a Chartered Accountant, not simply pushed through a portal form.
End-to-end responsibility
One team from documentation and filing to the notices and compliance that can follow.
Transparent scope
You know what is professional fee, what is statutory and what varies before you commit.
Business-first advice
Advice is given against your actual operations, not as a generic default.
Continuity
Accounting, GST, TDS, payroll, ROC and CFO support sit in the same ecosystem when you need them.
“MYFINTAX has been a true partner in our compliance journey. From GST filings and ROC annual returns to trademark registration, everything is handled professionally and on time. Their proactive approach has helped our creative brand stay protected and compliant.”
Snehal Tripathi
Director, Roboto Studio Pvt Ltd
“Our export compliance, IEC, and legal structuring were managed end-to-end by MYFINTAX. Their expert guidance on Startup India registration and tax exemption eligibility was particularly valuable for our global trade operations.”
Shweta SK Tirkey
Director, ArchAngel Exim Private Limited
“As a financial services business, MYFINTAX's assistance with DPIIT recognition, income tax filings, and trademark protection gave us the right support for our growth journey. Their team understands the nuances of regulatory compliance and startup taxation and provides practical guidance whenever required.”
Nitin Nashine
Director, GISA Insurance Brokers Limited
FAQs
Tax Planning & Tax Advisory Services — questions founders ask
Still unsure? A short call with a Chartered Accountant is usually faster than reading one more page.
Tax Advisory
Plan the tax position while the decisions are still open.
Share your structure, your numbers and what you are planning. We will set out the lawful options on your facts and document the position we recommend.
CA Suraj Soni · Chartered Accountant · Founder, MYFINTAX
Content reviewed for current regulatory and procedural relevance on .
Planning positions are taken under the Income-tax Act read with GST law and, where relevant, the applicable Double Taxation Avoidance Agreement. Rates, thresholds and conditions change and are applied as in force for the year concerned; nothing on this page states a rate.
Content is for general informational purposes and does not constitute case-specific professional advice. Requirements, fees and processing depend on your facts and current Government procedure.
Related services
- Income Tax Return FilingFiling that carries the positions through.
- Accounting & BookkeepingBooks that support the positions taken.
- Virtual CFO ServicesTax planning inside monthly reporting.
- NRI TaxationResidency, treaty and foreign tax credit questions.
- Business & Startup AdvisoryStructure decisions the tax position follows from.