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Expert advisory services

High-value deals need high-value advice. Don't rely on brokers or friends for tax matters involving crores. Get a written legal opinion from our CAs before you sign any contract.

WRITTEN OPINIONS

We provide formal written tax opinions that you can rely on in case of future department inquiries.

BEFORE YOU SIGN

The best time for advisory is before the sale deed or term sheet is signed, not after the money hits your bank.

The Scenario

Is this your situation?

Property Sale

Selling ancestral property or a flat? Handle the TDS and Capital Gains correctly.

Mergers & Deals

Selling your business or merging? Understand the tax impact on equity/assets.

NRI Transactions

Repatriating money abroad or selling assets in India as an NRI.

Inheritance

Transferring wealth or assets through a will or succession planning.

Foreign Funding

Receiving funds from outside India? Ensure FEMA and Income Tax compliance.

Search & Seizure

Facing a tax raid or investigation? You need immediate legal representation.

Cost of casual advice

TDS Defaults1-2% monthly interest
FEMA Violations3x the amount of penalty
Disputed DealsDeal failure or legal locks

Oral advice doesn't stand in a court of law. Only written expert opinions protect you.

"Informal Advice"

Taking tax advice from your property broker or 'someone who sold a house last year'. Every transaction is unique, and wrong TDS values can lock your sale deed for years.

Transaction Audit

We review the draft agreement (Sale Deed/MOU/Term Sheet) for tax risks. We calculate the exact tax to be paid and ensure all certificates like Form 16B are issued on time.

Workflow

The advisory process

1

Contract Review

Pre-Deal

Studying the draft agreement to identify tax-trap clauses and TDS responsibilities.

2

Liability Calculation

Analysis

Precision calculation of tax, indexation benefits, and reinvestment requirements.

3

Compliance Roadmap

Planning

Setting up a timeline for TDS payment, return filing, and certificate procurement.

4

Lower TDS Application

Execution

Filing Form 13 to request the department for a lower TDS rate (e.g., from 20% to 1%).

5

Post-Deal Filing

Completion

Ensuring the transaction is correctly reported in the next ITR to prevent future notices.

Services

Scope of engagement

Form 13 Certificate

Lower/Nil TDS certificates from the I-T department.

Sale Deed Review

Ensuring tax clauses are correctly drafted in property agreements.

Form 15CA/CB

CA certification for outward foreign remittances for NRIs/Individuals.

Succession Planning

Tax-efficient structuring of wills and family settlements.

Capital Gain Bonds

Assistance in investing in REC/PFC/NHAI bonds under Section 54EC.

Business Valuation

Fair market value certification for equity transfers and deals.

* Our Scope covers all digital communications as per the Income Tax and GST portals for the relevant assessment years.

Track Record

What our clients typically achieve

₹500Cr+Deal values managed
95%Lower TDS success
100%Advisory precision
Testimonials

What clients say

"I was an NRI selling a penthouse. They got my TDS reduced from 23% to effectively nil via Form 13. Excellent service."

NRI Client

Dubai

"Their written opinion on Section 54F saved us from a huge tax liability during our family property split."

HNI Family

Pune
Information

Common questions

It's an application to the Income Tax officer for a certificate that allows the buyer to deduct lower TDS on your sale (very common for NRIs).

Brokers often miscalculate TDS. If they under-deduct, YOU are liable for interest and penalties, not the broker. Always use a CA.

Gifts from 'specified relatives' including parents are tax-free regardless of the amount, but you should still document it properly.

Ready to resolve this notice?

All our cloud-based resolutions are handled by CA's and Lawyers with over 15+ years of experience in tax litigation.

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