Tax Planning
Pay the least tax the law allows — with a plan built by your CA.
One-time reactive filing is not a strategy. Our CA-led tax planning service analyses your income, investments, and goals to build a year-round action plan that legally minimises your tax outgo.
ERI Authorised
Income Tax Dept.
4.9 / 5 rating
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50,000+ returns
Filed successfully
Accuracy guarantee
Error = free fix
What you get
Old vs new regime analysis
A detailed comparison for your specific income profile, with a final recommendation backed by numbers.
Investment optimisation
80C, 80D, 80E, 80EL — every applicable deduction identified and structured before March 31.
Tax-loss harvesting
For investors: identify capital-loss offset opportunities that legally reduce your LTCG / STCG tax.
Advance tax planning
Calculate and schedule advance tax payments to avoid interest under Sections 234B and 234C.
Salary & HRA structuring
Review your CTC components to ensure HRA, LTA, and other exemptions are correctly claimed.
CA consultation included
Every plan includes a live CA consultation — not a chatbot. Ask everything, get real answers.
Who benefits most
Not sure? Find your planSalaried (HNI)
CTC > ₹10L, wants to optimise regime + investments
Investor
Equity portfolio, looking to minimise LTCG tax
Business owner
Quarterly advance tax, expense structuring, GST planning
Job switcher
Multiple Form-16s, gratuity, leave encashment complexity
How a tax planning session works
- 1
Share your income profile
10 minutesSalary slips, investment portfolio, business income, major expenses — whatever is relevant to your situation.
- 2
CA analysis
1 business dayYour CA runs a comprehensive analysis: regime comparison, deduction mapping, investment gap identification.
- 3
Live consultation
Scheduled at your convenienceA 30–60 minute video/phone call with your CA to walk through findings, answer questions, and finalise your plan.
- 4
Written action plan
Within 24 hours post-callA personalised checklist of steps to take before March 31, investments to make, and amounts to invest.
Advisory packages
View all plansSalaried Tax-Saving Plan
Salaried employees wanting to maximise savings
- 80C / 80D investment optimisation
- HRA and LTA structuring
- Old vs new regime analysis
- CA consultation (30 min)
- +1 more included
Investor & Capital-Gains Advisory
Investors wanting tax-efficient portfolio decisions
- Tax-loss harvesting strategy
- LTCG / STCG set-off plan
- Equity + MF + real-estate analysis
- CA consultation (60 min)
- +1 more included
Business Advisory Retainer
Business owners and freelancers wanting ongoing guidance
- Quarterly CA consultation
- Advance tax calculation
- Expense structuring & deductions
- GST planning basics
- +1 more included
All prices exclude 18% GST. Money-back guarantee on all plans. Not sure which plan? →
Frequently asked questions
Start planning your taxes today
A 30-minute CA session can save you lakhs. Plans start at ₹1,499.