Tax Planning
Plan in April, not in March. Legal, documented, and matched to your goals.
What this is
A structured review of your income, investments and business structure to reduce tax legally, with a written plan for the year and reminders before each deadline. This is planning support, not investment advice.
Who should use this
Salaried professionals unsure whether the old or new regime suits them
Freelancers deciding between presumptive and regular taxation
Business owners considering a change of structure
Anyone with capital gains, rental income or multiple income sources
What you get out of it
Regime comparison
A clear number for old versus new regime on your actual figures.
Deduction map
Every eligible section listed against what you already have in place.
Advance tax calendar
Quarterly reminders so interest under 234B and 234C does not build up.
Documented
A written plan you can act on, not verbal tips.
Documents required
Tap each item as you collect it. Your progress is saved on this device.
Step by step
Typical timeline: 3 to 5 working days for a full plan
- 1
Discovery
A short structured questionnaire on income, dependents and goals.
- 2
Baseline
We compute your tax as things stand today.
- 3
Scenarios
Two or three legal alternatives are modelled with the savings shown.
- 4
Written plan
You receive the plan with an action list and deadlines.
- 5
Check ins
Reminders before each advance tax date and before year end.
Tax Planning questions
Is this investment advice?+
No. We work on tax treatment and compliance. We do not recommend specific stocks, funds or insurance products.
When is the best time to start?+
April. Planning in March limits you to whatever is left, which is usually the expensive option.
Does the new regime make planning pointless?+
No. The choice itself, timing of income, capital gains harvesting and business structure still matter a great deal.
Can you plan for a business and its owner together?+
Yes, that is usually where the largest legitimate savings sit.
Ready to start Tax Planning?
Message us with your situation. You get the exact document list, timeline and fee before any work begins.
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Please note. VIA Tax Hub provides tax filing, compliance and registration assistance. Statutory rates, thresholds and due dates change from time to time, so confirm the current position with us before acting. Nothing here is investment advice or a legal opinion, and VIA Capital is not a SEBI registered adviser.