Tax Consultation

About Tax Consultation

Many tax questions do not need a full filing engagement, just a clear explanation of how the rules apply to your situation. A consultation gives you time with our team to talk through a specific question, a planned transaction or a notice you have received.

We listen to your circumstances, review the documents you share, explain your options in plain language and set out the next steps. Where your matter needs representation before an authority or a legal opinion, we tell you so and suggest you consult an appropriately qualified professional.

Who Needs This Service

• Individuals comparing the old and new income tax regimes
• Freelancers and consultants unsure how their income should be taxed
• People starting a business who want to understand their GST and TDS obligations
• Business owners planning a change, such as moving from proprietorship to a company
• Anyone who has received a tax notice and wants to understand what it means
• Individuals planning the sale of property, shares or other assets

Key Benefits

Eligibility and Applicability

• Income tax questions for individuals, including salary, capital gains, rental and business income
• Understanding GST registration, returns and input tax credit at a practical level
• TDS and TCS obligations for businesses and individuals making specified payments
• Understanding notices and intimations received from the income tax or GST department
• Tax aspects of choosing or changing a business structure

Documents Commonly Required

Request this checklist by email

Step-by-Step Process

1. 1

   Share your question

   Tell us briefly what you would like to discuss so we can assign the right person.

2. 2

   Schedule the session

   We agree a time for a phone, video or in-person consultation and let you know what to keep ready.

3. 3

   Pre-reading

   Where documents are involved, we review them before the session so the time is used well.

4. 4

   Consultation

   We discuss your situation, explain the relevant rules and set out your options.

5. 5

   Follow-up

   If requested, we share a written summary and a quote for any further work.

Estimated Timeline and Fees

* Timelines are indicative. They can change because of document verification, queries raised by the authority and government processing times, which are outside our control. Approval is decided by the relevant authority under applicable rules.

Common Mistakes to Avoid

• Seeking advice only after a deadline has passed or a transaction is complete
• Relying on general advice from social media that does not fit your situation
• Leaving out relevant facts, such as other income or earlier notices
• Ignoring a tax notice in the hope that it will resolve itself
• Treating a past year's rule as current without checking for changes

Frequently Asked Questions