Navigate Tax Planning With Confidence
Tax planning in India is more than just availing deductions—it’s about structuring income and investments in accordance with legal provisions to manage tax exposure responsibly.
At CA Lekshmi N Iyer & Associates, we provide tax advisory services that are compliant, research-backed, and aligned with your income profile and financial objectives.
Our services include guidance on deductions under Sections 80C, 80D, 80G, investment-related exemptions, treatment of capital gains, and income classification strategies, with a focus on lawful tax planning and documentation.
We help you build a year-round approach to tax compliance—minimising risks related to scrutiny, non-disclosure, or underreporting.
Structured and Compliant Tax Planning Advisory
Our Tax Advisory Services Are Available For:
Salaried Professionals – Guidance on year-round deduction planning (HRA, LTA, NPS) and support with Form 12BB preparation
Freelancers & Consultants – Advisory on selection between presumptive taxation and regular provisions, and documentation of eligible business expenses
Non-Resident Indians (NRIs) – Assistance with DTAA application, capital gains reporting, and compliance for rental income earned in India
High Net-Worth Individuals & Family Offices – Advisory on reporting of assets, income classification, succession planning, and investment compliance
Businesses – Support in planning for depreciation, dividend declaration, and profit allocation within the framework of Indian tax laws
Includes periodic reviews, compliance check-ins, and guidance tailored to your income profile and applicable tax laws.
We Plan With Purpose
Trusted by clients across sectors for year-round, compliant tax planning and advisory.
Client Impact
“I had never looked beyond 80C. With CA Lekshmi’s planning, I now save annually through legal avenues I didn’t even know existed.”
— Anjali R., Senior Architect, Kochi
Driving Financial Solutions for Every Taxpayer
Salaried Professionals
Guidance on claiming eligible exemptions such as HRA, NPS contributions, and health insurance premiums in accordance with applicable tax provisions.
NRIs
Advisory on taxability of income earned in India, DTAA relief eligibility, and compliance with disclosure and remittance regulations under Indian tax and FEMA laws.
Freelancers
Support in managing advance tax obligations, reporting professional income, and documenting eligible expenses in compliance with Indian tax laws.
HNIs & Trusts
We assist with capital gains reporting, asset-related disclosures, and succession planning advisory, aligned with applicable tax and regulatory frameworks.
Tax Planning FAQs
Common questions about income tax, compliance, and litigation support in India.
Do I need tax planning even if my employer deducts TDS?
Yes. While TDS is deducted by the employer, it may not cover your complete tax situation. Tax planning helps you lawfully claim eligible deductions, estimate liabilities accurately, and stay compliant throughout the year.
How is tax planning different for NRIs?
NRIs are subject to specific provisions under the Income Tax Act and FEMA. Tax planning helps in determining Indian tax liability, applying relevant DTAA provisions, and ensuring compliance in areas such as asset reporting and repatriation procedures.
What is included in a tax planning consultation?
A typical consultation includes a review of your income profile, applicable deductions, exemptions under the Income Tax Act, and assessment of advance tax requirements. We also offer compliance guidance based on your financial structure and applicable laws.
Can you help with advance tax and capital gains?
Yes. We assist in calculating advance tax based on your projected income and advise on the treatment and disclosure of capital gains arising from various asset classes, in line with applicable tax provisions.
