Tax Planning & Advisory Services
At Pratapkaran Paul & co, Chartered Accountants, our Tax Planning & Advisory services are crafted to help businesses, individuals, and HNWIs navigate India’s dynamic tax environment with confidence. We design tailored tax strategies that optimize taxable income by leveraging deductions, credits, and intelligent investment structures. Our advisory ensures compliance with Indian tax laws, minimizing legal risk while capitalizing on opportunities such as Double Taxation Avoidance (DTAA) benefits, and efficient repatriation planning.
We support clients across sectors with guidance on mergers and acquisitions, cross-border transactions, withholding tax planning, capital gains structuring, transfer pricing implications, and estate or retirement tax planning. Our approach includes tax risk assessment, transactional tax advisory, regulatory updates, and tax credit optimization to ensure you remain audit ready and strategically positioned. Whether you require proactive planning or tactical compliance support, our comprehensive advisory services are tailored for growth, stability, and tax efficiency.
Key Areas in Tax Advisory & Planning
Withholding Tax Advisory & Compliance
- We advise companies and individuals on withholding tax obligations under Indian law and applicable DTAA provisions.
- Guidance includes structuring retainer agreements to minimize TDS exposure while preserving compliance.
- We interpret domestic and treaty-based withholding requirements to avoid over deduction and refunds delays.
- For non-resident payments—including royalties, dividends, and professional fees—we ensure correct withholding and documentation.
- We assist in filing Form 15CA/CB declarations and resolving TDS queries or demands.
Capital Gains Tax Planning & Structuring
- We formulate effective capital gains tax strategies for asset sales, share transfers, or property disposals.
- We guide clients through holding periods, indexation benefits, exemptions (Section 54, 54EC), and rollover relief options.
- Advice includes advanced structuring for long-term capital gains (LTCG) versus short-term capital gains (STCG).
- Coordinating transactions across jurisdictions, we navigate foreign capital gains tax and foreign tax credit issues.
- Planning ensures minimal tax burden and optimal reinvestment and succession outcomes.
M&A & Transactional Tax Efficiency Advisory
- We analyze tax implications of mergers, acquisitions, demergers, and corporate reorganizations to design efficient tax structures.
- Advice encompasses asset versus share acquisitions, stamp duty considerations, valuation, and timing issues.
- Guidance on impact under MAT, dividend distribution tax, transfer pricing, and scrip swap regimes.
- Planning transactional stages to maximize tax reliefs and reduce exposure on capital gains, dividend, or indirect taxes.
- Post-transaction monitoring ensures compliance with required filings and mitigates legal or tax audit risk.
Tax Risk Assessment & Regulatory Compliance Review
- We conduct thorough tax health-check diagnostics, evaluating historical compliance, filing gaps, and documentation adequacy.
- Risk reviews include identification of uncertain tax positions, pending litigation, and exposure under BEPS/GAAR regulations.
- Advice includes designing a tax risk mitigation roadmap and qualifying eligibility for foreign tax credits or treaty relief.
- We stay current with regulatory updates, including finance bills, ICAI guidance notes, and CBDT circulars.
- Continued advisory supports on evolving rules, enabling clients to adapt strategy proactively.
International Tax Structuring & Treaty Benefits Advisory
- Our cross-border advisory includes DTAA applicability, foreign income reporting, and foreign tax credit optimization.
- For multinational operations, we advise on permanent establishment rules, remote service taxation, and withholding tax structuring.
- Transfer pricing implications and documentation support is core to our global tax advisory.
- Strategic advice on fund repatriation mechanisms, timing considerations, and tax-efficient profit repatriation.
- We support estate planning and retirement strategies, ensuring international wealth management aligns with tax goals.