Savan Shah & Co.Service
Annual Tax Plan
A written plan issued before the financial year, so decisions are made in advance — not reconstructed at filing. Delivered as a PDF report with Excel workings.
What the report covers
- Income forecastProjected income across heads for the year
- Regime comparisonOld vs new regime, with the breakeven for your facts
- Deduction-gap analysis80C / 80D / 24(b) and others — what is unused
- Advance-tax schedule15 / 45 / 75 / 100% instalments with due dates
- Action calendarQuarterly checklist tied to your income streams
- DeliverableStructured PDF report + Excel workings, single report number
Documents required
- Prior yearLast ITR and computation
- Income projectionSalary / business / professional income estimate
- InvestmentsExisting 80C / 80D / insurance / NPS details
- LoansHome / education loan interest and principal
- One-off eventsAny expected sale, bonus, or windfall
What scope depends on
Each engagement is scoped before a fee is quoted, and the fee is set out in a written proposal. Scope typically depends on the number of income heads or entities, regime-comparison complexity, advance-tax frequency, and urgency.
How it is prepared
This service follows the firm's standard report methodology — initial facts, document checklist, computation, draft observations, and the final PDF + Excel report.
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