Overview
Overview
Filing the correct return form, reporting all sources of income and reconciling them with the information already available to the tax department are the foundations of a clean tax record.
We prepare returns after reconciling your income and taxes paid with Form 26AS, the Annual Information Statement (AIS) and the Taxpayer Information Summary (TIS), so that the return reflects the complete picture and mismatches are identified before filing rather than after.
Who this is for
- Salaried individuals and pensioners
- Business owners and professionals
- Partnership firms and LLPs
- Companies, trusts and HUFs
Scope of work
The precise scope is confirmed in writing for each engagement. It typically includes:
- Selection of the correct ITR form and tax regime evaluation, where an option is available
- Reconciliation with Form 26AS, AIS and TIS
- Computation of total income, deductions and tax liability
- Reporting of capital gains, foreign assets and income, where applicable
- Filing of the return and e-verification support
- Tracking of processing status and intimation under section 143(1)
Documents usually required
- 01PAN and Aadhaar-linked login access (or your assistance to download statements)
- 02Form 16 / 16A and salary details
- 03Bank statements and interest certificates
- 04Capital gains statements from brokers or registrars
- 05Investment and deduction proofs
- 06Previous year's return, if filed elsewhere
We share a checklist specific to your case. Please do not send identity or financial documents by email — existing clients can upload them securely through the client portal.
How we work
- 1
Initial discussion
We understand your situation, the period involved and what you need from the engagement.
- 2
Scope & document list
You receive a written scope and a checklist of the information we need.
- 3
Preparation & review
Our team prepares the work, which is then reviewed by a senior professional.
- 4
Your approval
We walk you through the outcome and obtain your confirmation before anything is filed or issued.
- 5
Completion & records
Filing or delivery is completed as applicable, and acknowledgements and working papers are shared or retained.
Frequently asked questions
Can I file my return after the due date?
A belated or updated return may be possible within the time limits prescribed by law, usually with interest and fees. Options and consequences depend on the facts, so it is best to speak with us as early as possible.
What if the AIS shows income I did not earn?
The AIS can contain errors. We review it with you and, where appropriate, submit feedback on the portal and report income based on correct information.
Do you guarantee a refund?
No. A refund arises only where taxes paid exceed the final liability as processed by the department. We focus on reporting correctly and following up on processing.
Last updated 11 Oct 2026. This page is general information, not professional advice. Applicability depends on your facts and the law in force; we do not guarantee any particular outcome, saving, registration or approval.