Tax Planning & Advisory Services
Save More. Invest Smart. Stay Compliant. Maximize Your Tax Savings with Fortune Filings – Trusted Tax Experts for Individuals & Businesses
Every rupee you save in tax is a rupee you can invest back into your future. At Fortune Filings, we offer strategic tax planning and advisory services to help you reduce tax liabilities, comply with the law, and grow your wealth.
Whether you’re a salaried employee, business owner, freelancer, or investor — we tailor our tax strategy to suit your financial goals.
What is Tax Planning & Advisory?
Tax planning is the process of analyzing your income, investments, and expenses to reduce your tax burden legally. A well-designed tax plan ensures you take advantage of all deductions, exemptions, and rebates available under the law.
Our tax advisory service includes expert guidance on investments, capital gains, international income, GST, and corporate tax, ensuring year-round financial health.
Advantages of Professional Tax Planning
- Significant Tax Savings
We help you maximize deductions under Sections 80C, 80D, 24(b), 10(14), and more.
- Better Investment Decisions
Align your tax planning with your wealth-building strategy.
- Avoid Last-Minute Rush & Errors
Plan throughout the year and avoid last-minute missteps during return filing.
- Stay Fully Compliant
Avoid notices, penalties, or audits by aligning with updated tax laws.
- Custom Strategies for Salaried, Business & Investors
Tailored planning based on your profession, structure, and goals.
- Support for NRI, Crypto, F&O and International Income
Specialized tax treatment for modern and digital assets.
Disadvantages of Poor or No Tax Planning
- Paying Excessive Tax
Without planning, you may lose thousands every year in avoidable taxes.
- Missed Deductions
Investments made without guidance may not qualify for tax benefits.
- Risk of Notices or Scrutiny
Incorrect or inconsistent returns often trigger legal scrutiny.
- Financial Stress
Last-minute filing leads to errors, confusion, and potential penalties.
Documents Needed (As Applicable)
- PAN & Aadhaar
- Salary Slips / Form 16
- Investment Proofs
- Property Documents (for capital gains)
- Business P&L Statement
- Bank & Demat Statements
- Previous ITR & Tax Computation
Don’t worry — our team will guide you with a complete checklist.
Who Needs Tax Planning & Advisory?
- Salaried Individuals – For HRA, LTA, home loan interest, and investments
- Freelancers & Consultants – To claim professional expense deductions
- Business Owners & Startups – To optimize TDS, GST, depreciation, and tax audit planning
- Investors – Planning for capital gains on stocks, mutual funds, and real estate
- NRIs & Expats – Double taxation avoidance and repatriation strategy
- High Net-Worth Individuals (HNIs) – For portfolio tax efficiency
- Companies & LLPs – For corporate tax structuring and compliance
What We Offer in Tax Advisory
- Year-Round Tax Planning
- Personalized Tax Saving Strategies
- Review of Investments & Deductions
- Capital Gains Tax Advisory (Stocks, Crypto, Property)
- Business Structuring & Tax Optimization
- NRI & International Tax Compliance
- Tax-saving Salary Structuring
- Tax Forecasting for Advance Tax Payments
Why Choose Fortune Filings?
Expert Chartered Accountants & Tax Planners
100% Online and Confidential Process
Affordable Pricing with Maximum Benefits
Guidance for Salaried, Business & Global Income
One-on-One Advisory with Tax Professionals
PAN-India Service with WhatsApp, Call & Email Support
Plan Your Taxes the Smart Way – Start Today!
Tax planning isn’t just for the rich — it’s for the smart. Don’t let poor planning cost you your hard-earned money.
Let Fortune Filings help you pay less tax, invest better, and grow faster.
Email: shalini@fortunefilings.in
Call/WhatsApp: +91 63795 75568
“Tax planning is not tax evasion — it’s financial wisdom. Let’s do it right.”
— Team Fortune Filings