Frequently Asked Questions

We provide comprehensive tax services for both individuals and businesses, including income-tax return filing, tax planning & optimization, audit support, GST/indirect tax advisory (if applicable), compliance reviews, and representation for tax notices.

Anyone with complex tax situations, such as: self-employed individuals, business owners, people with multiple income sources, those with investments or capital gains, expatriates/NRIs, or anyone facing a tax notice. Working with professionals helps ensure accuracy, maximise deductions/credits, and reduce risk of penalties.

Deadlines vary by jurisdiction and type of taxpayer (individual, business, audit‐required). It’s best to file well before the final date to avoid last-minute rush, technical glitches and penalties. If you miss the date, we can often assist with late filing and rectification.

Typical documents include:

• Form (s) of income (salary, business, rental, capital gains)
• Investment and deduction evidence (insurance, PPF, ELSS etc)
• Previous year’s tax return, if anyPrevious year’s tax return, if any
• Bank statements, invoices, receipts
• For businesses: books of accounts, audit reports (if applicable)

Providing complete and timely documentation helps us serve you efficiently.

Our fees depend on the complexity of your tax situation (number of income sources, business vs individual, audit requirements, etc.). We provide a clear estimate upfront and there are no hidden charges. Please contact us for a customised quote.

Yes. We handle tax notices, assessments, appeals and representations. We’ll review the notice, assess the validity, advise on next steps and represent you (where permitted). Early intervention often leads to better outcomes.

Good tax planning is key. Some strategies include: maximizing eligible deductions/credits, choosing the appropriate tax regime, structuring income/investments efficiently, and ensuring compliance to avoid penalties. We guide you with lawful, up-to-date approaches tailored to your situation.

Mistakes happen. Depending on the jurisdiction and timing, you may file a revised/amended return or respond to correction notices from authorities. We assist with identifying errors, assessing exposure (interest/penalties) and filing rectifications so you stay compliant.

We offer year-round support. While many clients engage us during the filing season, proactive tax planning throughout the year—reviewing investments, business structure, potential liabilities—often leads to better results than last-minute filing.

We follow strict confidentiality protocols and use secure systems for storing and transmitting client information. Your personal and financial details remain protected throughout our engagement.

We can help with cross-border tax matters, including treatment of foreign income, assets, treaties, and compliance requirements for NRIs. Each situation is unique, so we evaluate your residence status, source of income and global tax exposure.

Simply reach out to schedule your initial consultation. We’ll review your situation, discuss the required documentation, explain our services and fees, and outline the next steps clearly.

• Phone: (415) 360-3435
• Email: tax@smallbusinesstaxes.com