Comprehensive Practice Portfolio

Professional Financial, Audit &
Legal Advisory Services

Delivering meticulous compliance, strategic tax savings, robust corporate structuring, and dual CA + LLB legal precision for individuals, startups, and established enterprises.

Category 01 • Direct & Indirect Tax

Direct & Indirect Taxation Advisory

Strategic Tax Structuring, Return Filings & Departmental Representation

Holistic taxation counsel bridging Income Tax and GST compliance, proactive advance tax calculations, tax litigation defense, and dispute resolution before regulatory authorities.

Direct Tax Practice

Income Tax Return (ITR) Filing

Timely and accurate e-filing for individuals, HUFs, partnership firms, LLPs, and corporate entities.

Income Tax Advisory

Expert interpretation of tax statutes, withholding taxes, cross-border tax considerations, and capital gains advisory.

Strategic Tax Planning

Legitimate tax minimization through allowable deductions, exemptions, corporate reorganizations, and advance tax forecasting.

Comprehensive Tax Compliance

Periodic statutory filings, advance tax installment calculations, and compliance verification calendars.

Tax Notices & Scrutiny Assessments

Handling Section 143(1), 143(2), 148 notices, scrutiny proceedings, rectification petitions, and appellate submissions.

TDS & TCS Compliance

Quarterly TDS return preparation (Forms 24Q, 26Q, 27Q), TDS certificate generation (Form 16/16A), and lower deduction certificate applications.

Indirect Tax (GST) Practice

GST Registration & Amendments

New GST registrations, migration, voluntary registration, core & non-core field modifications across jurisdictions.

GST Return Filing

Regular and compliant filing of GSTR-1, GSTR-3B, composition returns (CMP-08), and annual GSTR-9/9C statements.

GST Compliance & Input Tax Credit (ITC)

Maximizing legitimate ITC claims, verifying 2B/2A data matching, and managing reverse charge mechanism (RCM) liabilities.

GST Advisory & Opinion

Classification of goods and services under HSN/SAC codes, applicable GST rates, and transactional structuring.

GST Reconciliation Services

Detailed turnover and tax liability reconciliations between books of accounts, e-way bills, e-invoicing portals, and GSTR data.

GST Notices & Departmental Proceedings

Drafting robust replies to DRC-01/DRC-01A show cause notices, audit inquiries under Section 65, and representing clients in departmental hearings.

Category 02 • Statutory & Management Assurance

Audit & Assurance Services

Statutory Rigor, Internal Controls & True Financial Picture

Independent, high-integrity audit processes designed to safeguard stakeholder trust, adhere to ICAI Standards on Auditing, and eliminate material financial misstatements.

Statutory & Regulatory Audits

Statutory Audit

Comprehensive examination of books of accounts and financial statements under the Companies Act, 2013 to deliver an independent True & Fair audit opinion.

Tax Audit (Section 44AB)

Thorough compliance audit verifying business books, allowances, disallowances, and electronic filing of Form 3CA/3CB and Form 3CD.

Compliance Review

Periodic diagnostics ensuring complete adherence to central and state statutory mandates, secretarial rules, and labor laws.

Internal & Specialized Assurance

Internal Audit & Risk Assurance

Appraising internal operational mechanisms, safeguarding corporate assets, verifying inventory levels, and optimizing control frameworks.

Audit Assistance & Preparation

Guiding internal finance teams during statutory or governmental audit readiness, data structuring, and schedule consolidation.

Internal Financial Control (IFC) Verification

Testing operating effectiveness of financial controls, identifying control deficiencies, and drafting remedial matrices.

Category 03 • Corporate Finance & Growth

Financial & Business Advisory

End-to-End Accounting, Startup Mentorship & Virtual CFO Solutions

Scalable financial management for entrepreneurs, SMEs, and expanding corporations—from foundational day-to-day bookkeeping to strategic capital structuring and debt syndication.

Accounting & Bookkeeping Services

Full-Cycle Accounting & Bookkeeping

Structured recording of financial transactions in standard accounting software (Tally, Zoho Books, QuickBooks, SAP) following Indian GAAP.

Monthly Accounting Support

Periodic closing of accounts, expense categorization, accruals, prepayments, and monthly trail balance finalization.

Financial Statements Preparation

Drafting compliant Balance Sheets, Profit & Loss statements, Cash Flow statements, and notes to accounts.

MIS Reporting & Executive Dashboards

Custom monthly management information system (MIS) reports, KPI monitoring, budget vs. actual variance analysis.

Ledger & Bank Reconciliation

Systematic reconciliation of bank statements, vendor ledgers, debtor age-analysis, and inventory ledgers.

Accounting System Implementation

Transitioning businesses to cloud accounting, setting up standard charts of accounts, and internal SOP development.

Business & Startup Advisory

Business Setup & Entity Selection

Advising on optimal organizational structures: Sole Proprietorship, Partnership Firm, LLP, Private Limited, or OPC.

Proprietorship / Partnership / LLP / Company Advisory

Drafting partnership deeds, LLP agreements, shareholder agreements, and operating frameworks.

Business Structuring & Reorganization

Restructuring family businesses, division carve-outs, subsidiary holding models, and capital re-allocations.

Compliance Calendar & Governance Schedules

Customized annual compliance timelines to guarantee zero penalties across MCA, GST, Income Tax, and local bodies.

CFO & Virtual CFO Services

High-level financial leadership on retainer: cash runway planning, working capital optimization, investor reporting, and financial strategy.

Project Reports & CMA Data

Formulating comprehensive Detailed Project Reports (DPR), CMA data, techno-economic feasibility studies, and financial projections.

Bank Finance & Loan Documentation

Preparation of credit appraisal memorandums for working capital (CC/OD limits), term loans, and government subsidy loan schemes.

Category 04 • Capital & Preservation

Investment & Wealth Structuring

Capital Preservation, Tax Efficiency & Due Diligence

Prudent financial architecture ensuring long-term generational wealth preservation, investment risk minimization, and compliant transactional due diligence.

Wealth & Investment Advisory

Wealth Preservation Strategies

Structuring family offices, private family trusts, asset protection frameworks, and inter-generational wealth succession.

Investment & Financial Planning

Objective appraisal of capital deployment across debt, equity, real estate, and fixed-income assets with tax optimization.

Tax-Efficient Investment Structuring

Minimizing tax incidence on capital gains through Section 54, 54EC, 54F, and smart asset holding configurations.

Commercial Due Diligence

Financial & Accounting Due Diligence

In-depth scrutiny of historical earnings quality, undisclosed liabilities, working capital health, and asset valuation in M&A.

Regulatory Due Diligence

Assessing historical compliance records across Income Tax, GST, and MCA to prevent post-acquisition regulatory penalties.

Get Professional Guidance

Ready to Optimize Your Tax & Legal Compliance?

Connect directly with CA Yashu Sahu to discuss your accounting structure, ongoing audits, MCA corporate filings, or tax litigation notice responses.