Tax Planning Interview

Service Description

Tax Planning is a legitimate way of reducing your tax liabilities in any given financial year. It helps you utilize the tax exemptions, deductions, and benefits offered by the authorities in the best possible way to minimize your liability. Tax planning is a focal part of financial planning. It ensures savings on taxes while simultaneously conforming to the legal obligations and requirements of the Income Tax Act, 1961. The primary concept of tax planning is to save money and mitigate one’s tax burden. However, this is not its sole objective. During this 60-minute call or Zoom, we will thoroughly review your answers to the Questionnaire that was sent after the consultation, go over your long and short term goals and address final pricing and expectations for the tax plan before beginning the process.