Plan Beyond the Tax Deadline. Think Beyond the Tax Bill.

Understand your tax position, explore relevant planning options and evaluate the tax implications of important financial decisions with structured advisory support from Frequent Research.

• Understand
• Compare
• Evaluate
• Plan

Choose a pathway to see the questions it raises. Assumptions defined · options under review · planning summary.

Illustrative decision map — not tax advice

A More Structured Approach to Tax Planning

• 10capability areas
• 53defined activities
• 3transparent service plans
• 6structured planning stages

These figures describe the service framework, not client outcomes or performance statistics.

• 01Planning Begins Too LateTax-related decisions are considered only when a return is due. Our approachOur approachEstablish a planning schedule around relevant decisions, financial information and applicable deadlines. More opportunity to evaluate available options before the relevant cut-off dates.
• 02Uncertain Tax ExposureTax liabilities may be higher or arrive sooner than expected. Our approachOur approachReview available income and financial information to support an estimated tax position and advance tax planning, where applicable. Better visibility into potential obligations and planning requirements.
• 03Financial Decisions Without a Tax ReviewExpansion, asset sales, investments or ownership changes are considered without evaluating their potential tax implications. Our approachOur approachIdentify relevant tax questions and assess the applicable considerations within the agreed scope. Tax becomes part of the decision-making process rather than an afterthought.
• 04Options Are Difficult to CompareTax regimes, deductions and eligibility requirements can be confusing. Our approachOur approachCompare relevant options using clearly stated assumptions and the applicable rules for the taxpayer's circumstances. A more structured basis for discussion and decision-making.

• Business Tax Planning6
• Corporate Tax Advisory6
• Tax Planning for Startups and SMEs6
• Income Tax Planning5
• Tax-Efficient Business Decisions5
• Tax Compliance Planning Support6
• Tax Risk Review5
• Tax Planning for Business Expansion5
• Financial Information and Tax Documentation Support5
• Ongoing Tax Planning Review4

Structured Thinking. Clear Assumptions. Informed Decisions.

Understand the Circumstances First

We begin with the relevant financial position, objectives, income sources, business structure and decisions under consideration.

Technology Can Organize the Analysis. Judgment Still Matters.

Where suitable tools are available, AI-assisted research and digital workflows can help organize information, compare scenarios, identify questions and structure planning documents. Their usefulness depends on reliable source information, applicable rules and appropriate human review.

• Scenario Organization

  Help structure the information and assumptions needed to compare relevant planning options.

• Information and Document Review

  Where supported, assist with extracting relevant information from approved documents and organizing it for review.

• Tax Research Assistance

  Use suitable research tools to help identify relevant rules and questions, with verification against authoritative sources before advice is finalized.

• Planning Workflow Support

  Organize review tasks, documentation requirements, relevant dates and agreed next steps.

What happensIncome, documents and decisions you share.

How it is checkedChecked for completeness against the agreed list.

AI assists organisation and research only. It never gives final tax advice, approves a tax position or guarantees savings, and confidential documents are never uploaded to unapproved services.

1. 1Understand
2. 2Gather
3. 3Review
4. 4Evaluate
5. 5Recommend
6. 6Review and Follow Up

Stages are not completed instantly and no turnaround is guaranteed outside the engagement letter.

Need a more specialized review? Let's discuss your circumstances and define an appropriate scope. Discuss a Tailored Requirement

Compare every feature

Plan comparison from our published service packages. Anything not listed is confirmed in your engagement scope.

Annual packages, billed annually. Monthly figures are mathematical equivalents for comparison only, not monthly subscription prices.

Planning You Can Understand and Act On.

• Tax planning checklist
• Summary of relevant income and deduction considerations
• Applicable tax regime comparison
• Estimated tax position or advance tax view, where included
• Capital gains planning discussion notes, where included
• Relevant assumptions and limitations
• Prioritized next steps
• Questions requiring confirmation or qualified professional review

Final deliverables depend on the selected package, the information provided, applicable law and the engagement terms. The sample shows no personalised calculations or savings.

Make Tax Considerations Part of the Decision.

• 01Better Preparation

  Review relevant tax questions before key deadlines or financial decisions.

• 02Clearer Option Comparison

  Understand how applicable alternatives may differ, based on the relevant circumstances.

• 03Improved Financial Visibility

  Develop a clearer view of potential tax obligations and planning considerations.

• 04Better-Documented Decisions

  Record assumptions, questions and next steps in an organized format.

• 05More Structured Follow-Up

  Identify review points and information requirements as circumstances change.

No guaranteed tax reductions, risk-free decisions or specific financial outcomes.

• Salaried individualsIncome sources, applicable deductions, regime comparison and relevant investment-related tax considerations.
• Freelancers and independent professionalsProfessional income, allowable expenses where applicable and estimated tax obligations.
• Founders and business ownersBusiness structure, remuneration-related questions and tax implications of planned business decisions.
• StartupsApplicable tax considerations, financial planning questions and relevant documentation.
• Small and medium-sized businessesBusiness income, tax planning options and advance tax considerations where applicable.
• Growing companies planning expansionExpansion-related transactions, financial structure and relevant tax implications.

Not every tax benefit applies to every visitor — eligibility depends on circumstances.

What you receive

• Tax planning discussions
• Relevant financial-information review
• Applicable option comparisons
• Planning summaries
• Defined follow-up activities

Not included

• Income tax return filing
• Tax notices and responses
• Tax litigation
• Statutory representation
• Complex international taxation
• Legal opinions
• Formal audit or certification
• Specialist restructuring advice
• Government and third-party fees

Statutory filing, representation and specialist matters require the relevant service arrangement and appropriately qualified professionals.

• New client welcomeFree 20-minute discovery consultationOne per new client
• Annual commitment10% off eligible monthly retainers12-month agreement
• Startup advantage10% off selected Essential packagesBusinesses in their first two years
• Two-service bundle5% off combined monthly feesEligible, non-overlapping services
• Three-service bundle10% off combined monthly feesEligible, non-overlapping services
• Referral reward₹500 service creditAfter the referred client's first paid engagement

Offers do not stack. Eligibility, qualifying services, agreement duration and applicable conditions are confirmed in your proposal.

Sensitive Decisions Deserve Careful Handling.

• Defined information requirements
• Authorized access only
• Organized documentation
• Clear communication of assumptions
• Documented review points
• Appropriate escalation of specialist questions

Financial information is shared through agreed methods under applicable confidentiality commitments. This website is not a secure document portal — please don't upload tax documents through it.

Tax Planning & Advisory: frequently asked questions

12 answers

• How much do Tax Planning & Advisory services cost?

  Essential costs ₹2,999/year, Growth costs ₹7,999/year and Premium costs ₹19,999/year, excluding applicable GST and government or third-party fees. The scope depends on the selected package and agreed requirements.

• What is the difference between tax planning and tax preparation?

• Will tax planning guarantee savings?

• How often should tax planning be reviewed?

• Do you handle notices, litigation or international tax?

• Which documents do I need to provide?

• Can you compare applicable tax regimes?

• Is advance tax estimation included?

• Can a business owner use these services?

• Can I change my package?

• Is the consultation free?

• How do I get started?

• Income Tax & ITR FilingStructured return preparation and filing coordination.From ₹999/return
• GST ServicesGST compliance support with organized return information and input tax credit records.From ₹1,499/month
• TDS ServicesSupport with TDS calculations, documentation and periodic compliance activities.From ₹999/month

A Better Tax Decision Starts with a Better Conversation.

Tell us what you are planning, which financial questions you need to resolve and where you need more clarity. We will discuss your requirements and determine an appropriate scope for tax planning support.

• Free 20-minute consultation
• No obligation
• Scope agreed in writing

Discuss Tax Planning & Advisory

Tell us where you are today. We'll recommend a suitable plan and confirm the scope in writing before any work begins — no obligation.

1. We review your requirement.
2. We get in touch to discuss the scope.
3. You receive a recommended plan and a written scope.

Please don't send passwords, bank details or confidential financial documents with this enquiry.