Chartered Accountant Consultation

What people bring to a session

• Whether a proposed transaction is taxable, and at what rate
• Choosing between presumptive taxation and regular computation
• Whether the old or new tax regime suits your position
• How to structure remuneration between salary, dividend and partner payments
• Capital gains planning before selling property or shares
• Whether a notice received needs a formal response
• Whether the business is at the point of needing an audit
• Reading financial statements before a loan application or an investment

Bring the numbers

A consultation on a tax question without the underlying figures produces general principles rather than an answer. Sending the returns, financials or bank statements beforehand is what turns a session into advice specific to you.

It also helps to be candid about anything already done. Advice given on a partial picture is worth very little, and the facts people are most reluctant to mention are usually the ones that change the answer.

What you receive

• A scheduled session of the agreed length, by phone, video or in person
• Discussion in Marathi, Hindi or English
• A written note recording the advice and the reasoning
• A clear position on what to do, with anything time-sensitive flagged
• An estimate of cost where the next step is work we could do

Where we will tell you to go elsewhere

Where the question needs an advocate rather than an accountant — a contractual dispute, a property title question, a criminal matter — we say so rather than answering outside our competence.

The same applies where a matter needs a registered valuer or a merchant banker. Certificates issued by the wrong professional are not accepted, so directing you correctly at the outset saves the cost of doing it twice.

How we handle it

1. 1 Scoping the question We establish what you actually need answered and whether a chartered accountant is the right professional for it.
2. 2 Documents in advance You send the relevant figures beforehand so the session produces specific advice rather than general principles.
3. 3 The session The session is held at the scheduled time in your preferred language.
4. 4 Written note A written summary of the advice and the reasoning follows.
5. 5 Next steps Where action is needed we set out what it involves and what it costs, with no obligation to instruct us.

Frequently asked questions