ITR Filing

The exact list depends on your income sources, but typically you will need: Form 16 (from your employer), bank account statements (all accounts), Form 26AS and AIS (downloadable from the income tax portal), investment proof (ELSS, PPF, NPS, insurance), HRA documents (if applicable), capital gains statements from your broker, rent receipts if claiming HRA, and home loan interest certificate. During your free consultation, we give you a personalised checklist specific to your situation.

The new tax regime offers lower tax slab rates but does not allow most deductions (80C, 80D, HRA, standard deduction is now available, etc.). The old regime has higher rates but allows all deductions and exemptions. Which is better depends entirely on your income level, deductions you can legitimately claim, and specific financial situation. We calculate both for every client before filing and recommend — and explain — the better option. There is no single right answer.

Yes, this is one of our specialisations. We handle equity and mutual fund capital gains (STCG, LTCG, including grandfathering for pre-2018 gains), F&O and intraday trading income (including carryforward of losses), crypto/VDA income under Schedule VDA, and property sale capital gains including indexation. These are the cases where getting the filing wrong is most expensive — and where we add the most value.

You can file a revised return within the deadline (typically 31 December of the same assessment year, though this varies). We handle revised returns regularly — whether you missed a deduction, forgot income, or entered something incorrectly. If you have received a notice because of an error, we also assist with responding to the Income Tax Department professionally.

Yes, the first consultation is completely free — no commitment required. Filing fees vary by complexity: a straightforward salaried return starts at a competitive rate, while complex returns (capital gains, F&O, NRI, multiple income sources) are priced based on scope. We share the fee upfront after the consultation, before you commit. No hidden charges.

The standard deadline for individuals (not requiring audit) is 31 July 2026 for AY 2026-27. Taxpayers requiring audit have a deadline of 31 October 2026. Filing after the deadline attracts a late filing fee (₹1,000 if income is below ₹5 lakh; ₹5,000 otherwise) plus interest on any tax due. We recommend filing early to avoid last-minute issues and to get your refund faster.

Yes. We handle all client data with strict confidentiality — it is never shared with third parties, never used for any purpose beyond your filing, and stored securely. As a SEBI-registered and IRDA-certified advisory, we are bound by regulatory data protection obligations in addition to our own privacy policy.