How we work
Simple rules. Written down. Followed every time.
You should know exactly what working with us looks like before the first call. Here it is.
How we charge
One source of income: you.
We do not earn commissions, trail fees, referral fees or incentives from any fund house, insurer, broker or platform. We sell no financial products.
Tax & compliance
A fixed fee per piece of work, quoted in writing before we start.
Recurring work
GST, bookkeeping and TDS on an agreed monthly or quarterly fee, with the scope written down.
Fee details
We share exact fees on the intro call and in writing. Book a call or message us.
You stay in control
We prepare. You approve.
Your accounts
Bank, demat and portal accounts stay in your name, with your logins. You approve filings with your own OTP.
Your decisions
Nothing is filed without your explicit approval — you see every number first.
Your data
We collect only what the work needs, store it securely, and never sell or share it. Aadhaar copies are masked.
The process
What happens, and when.
| Step | What we do | What you do | Time |
|---|---|---|---|
| Intro call | Listen, explain how we work, answer questions | Tell us what you want sorted | 20 min |
| Engagement | Send scope, fee and engagement letter in writing | Read, ask, sign electronically | 1–2 days |
| Documents | Send a precise checklist; review what you share | Upload documents once | About a week |
| Delivery | Prepare the filing; walk you through it | Approve, then we file | Varies by work |
| Calendar | Due-date reminders; a yearly check-in | Tell us when life changes | Ongoing |
How we work on a file
Rules we follow on every engagement.
- Reconcile first. AIS, TIS, Form 26AS, GSTR-2B and bank statements are matched before a figure goes into a return.
- Lawful levers only. Every deduction and exemption claimed is one the law allows and a document supports.
- Second pair of eyes. A second partner reviews larger and unusual cases before filing.
- Know our limits. Audits and certifications reserved for practising professionals go to independent practitioners we work with. We do not give investment advice or research.
- AI where it helps. We use AI tools to check documents, reconcile data and draft faster. A partner reviews and owns every output, and client data is handled under our privacy policy.
Questions about how we work?
Ask us anything on a free 20-minute call.