Tax Planning & Advisory
Proactive, year-round tax planning that legally minimises what you pay — regime selection, deduction optimisation, capital gains timing and salary structuring tailored to you.
Tax Planning & Advisory with EvoTax
Tax planning is not a once-a-year scramble in March — done well, it is a year-round strategy that can save you substantial tax legally. EvoTax provides personalised advisory for individuals, professionals and businesses. We compare the old and new regimes for your exact numbers, optimise deductions under 80C, 80D, NPS and home loan interest, time your capital gains and investment redemptions to reduce tax, structure your salary or business income efficiently, and plan advance tax so you avoid interest under Sections 234B and 234C. The goal is simple: keep more of what you earn while staying fully compliant, with a clear plan you can act on.
Benefits & What You Get
Regime optimisation
We model old vs new regime on your real numbers and recommend the lower-tax option.
Deduction maximisation
We map 80C, 80D, NPS, home loan and other deductions to your goals.
Capital gains timing
We time redemptions and harvesting to reduce LTCG/STCG legally.
Salary & income structuring
We structure salary components and business income for tax efficiency.
Advance tax planning
We schedule advance tax to avoid 234B/234C interest.
How It Works
Understand your finances
We review your income, investments and goals.
Model scenarios
We compare regimes and deduction strategies on your numbers.
Deliver a plan
You get a clear, actionable tax-saving plan.
Year-round support
We adjust the plan as your situation changes.
Pricing
Salaried / professional advisory session
Capital gains and portfolio tax strategy
Entity, salary and compliance structuring
Final pricing depends on the complexity of your case. Contact us for an exact quote.
Frequently Asked Questions
Should I choose the old or new tax regime?
It depends entirely on your deductions. The new regime has lower rates but few deductions; the old regime rewards those with large 80C, HRA and home loan claims. We model both on your actual income and recommend the one that minimises your tax.
When should I start tax planning?
At the start of the financial year, not at the end. Early planning lets you spread investments, time capital gains and pay advance tax correctly. We provide year-round advisory rather than a March rush.
How can a salaried person save tax legally?
Through deductions (80C, 80D, NPS 80CCD(1B)), HRA and home loan benefits in the old regime, efficient salary structuring, and choosing the right regime. We tailor these to your situation for maximum legal saving.
What is advance tax and do I need to pay it?
If your tax liability after TDS exceeds ₹10,000 in a year, you must pay advance tax in instalments, or face interest under Sections 234B and 234C. We compute and schedule your advance tax to avoid this.
Can tax planning help with capital gains?
Yes. Timing your redemptions, harvesting losses to offset gains, and using exemptions like Section 54 on property can significantly reduce capital gains tax. We build this into your plan.
Ready to get started with Tax Planning & Advisory?
Talk to an EvoTax expert today. Free consultation, transparent pricing, no obligation.