Save more. Pay only what you owe.

Strategic Tax Planning & Advisory — beyond just filing

Whether you're a salaried professional, business owner or HNI, our senior CAs design year-round tax strategies tailored to your goals.

ICAI-certified team Fast turnaround 100% online process
Advisory
Tax Planning & Advisory
Live
Starts at
₹4,999/quarter onwards
Quarterly strategy session
Written tax plan
Investment-linked planning
Capital gains advisory
Get started today
Why choose this service

Built for modern businesses

Year-round planning

Quarterly reviews, not just March-end.

Maximum savings

Every legal deduction & exemption used.

Capital gains strategy

Sec 54, 54F, 54EC & rebalancing advice.

Business structuring

Salary vs dividend, ESOP & LLP planning.

HNI / NRI advisory

Cross-border, DTAA and remittance advisory.

Audit-proof

Every position documented and defensible.

Why this matters

The cost of getting it wrong

Non-compliance isn't just a paperwork issue — it directly impacts revenue, funding and reputation.

Without compliance

Risks you'll face

  • Heavy penalties & late-filing interest
  • Blocked input tax credit and refunds
  • Loss of investor & bank credibility
  • Notices, scrutiny and legal exposure
  • Difficulty opening current accounts
  • Stalled funding or M&A due diligence
With Namuwala

Benefits you unlock

  • Full statutory compliance, zero notices
  • Faster bank approvals & current accounts
  • Higher credibility with investors
  • Tax savings via correct structuring
  • Smooth audits & due-diligence ready books
  • Peace of mind — handled by experts
Service overview

Everything that's included

Tax planning is the legal art of arranging your income, investments and expenses to minimize liability. Our senior CAs partner with you long-term — not just at filing season.

We help with capital gains planning, business structuring, ESOP exercises, NRI taxation, family trusts and succession planning, all backed by written opinions.

Personal tax strategy session
Quarterly tax review
Capital gains planning
Business structuring advisory
ESOP & equity advisory
Written tax opinions
Documents required

Quick checklist

Upload these to your secure document vault to get started.

  • PAN, ITR of last 2 years
  • Salary / business income details
  • Investment portfolio
  • Capital gains transactions
  • Loan & EMI details
  • Future financial goals
Send documents on WhatsApp
How it works

A simple 4-step process

1

Discovery call

Free 30-min strategy session with senior CA.

2

Tax audit

Past 2 years' filings reviewed for gaps.

3

Strategy plan

Year-round tax plan delivered in writing.

4

Quarterly reviews

Reviews + revisions every quarter.

Deliverables

What you'll receive

Every engagement ends with these tangible outcomes — delivered to your inbox and document vault.

Official certificate

Tax Planning & Advisory certificate and government acknowledgments delivered digitally.

Compliance bundle

All filings, forms and acknowledgements organized in your document vault.

Legal-ready paperwork

Audit-ready documentation reviewed by qualified professionals.

Dedicated expert

A single point of contact for the entire engagement — no call centers.

Post-service guidance

Free 30-day support on questions arising after delivery.

Renewal reminders

Automated alerts before any due date so nothing slips through.

Why Namuwala

Trusted by founders & SMEs across India

2,500+
Happy clients
12+ yrs
Industry experience
48 hrs
Avg. turnaround
100%
Compliance accuracy
ICAI-certified Chartered Accountants
End-to-end digital workflow
Pan India service delivery
Transparent fixed pricing
Personal dedicated expert
Strict confidentiality (NDA)
Pricing

Transparent, all-inclusive pricing

Starting at
₹4,999/quarter onwards

All-inclusive, no surprises. Government fees included where applicable.

Get started
Quarterly strategy session
Written tax plan
Investment-linked planning
Capital gains advisory
Email & call support
Loved by founders & SMBs

What clients say about our Tax Planning & Advisory

4.9 / 5· based on 1,200+ reviews

"Pvt Ltd incorporation done in 9 days flat — DSC, MoA/AoA, PAN, TAN, even bank account assistance. Could not have asked for more."

Priya Shah
Priya Shah
Co-founder, NimbleCare · Delhi

"Our LLP agreement was drafted with proper profit-sharing clauses and tax thinking. Felt like working with a top-tier firm."

Ankita Desai
Ankita Desai
Managing Partner · Hyderabad

"From name approval to the SPICe+ filing, every step was tracked on a clean dashboard. Truly a premium experience."

Rohan Mehta
Rohan Mehta
Startup Founder · Jaipur
Join 2,500+ businesses already growing with Namuwala
From freelancers in Tier-3 cities to funded startups in Bengaluru.
FAQs

Frequently asked questions

Focus on growing your business — we handle your compliance

Speak to a Namuwala expert today. Free 15-minute consultation, zero pressure.