Tax Planning & Advisory


We guide the customer for tax planning before the close of the tax year. We analyse the tax matrix of each customer and offer customised tax planning service, Which helps to understand the tax implications better.

We offer tax planning for the following
  1. Line item wise analysis for deductions
  2. Stock options (ESOP) or Stock purchase plans (ESPP) tax planning
  3. Investments into retirement plans like 401K, IRA tax planning services, etc.
Ways to reduce Tax:
  1. Reduce your taxable Income by contributions to retirement plans
  2. Increase your deductions by properly tracking your expenses line items including interest, gifts to charity, state tax etc.
  3. Tax credit claims like college expenses, adopting children etc
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