Complete Service Portfolio
End-to-End Financial & Tax Advisory
From routine compliance to complex cross-border transactions — all under one roof. Click any service below or from the left panel to learn more.
01
Direct Taxation
ITR filing, tax planning, TDS compliance, assessment representation.
02
GST & Indirect Tax
Registration, return filing, ITC reconciliation, GST audit, advisory.
03
International Tax & TP
Transfer pricing documentation, BEPS, APAs, PE advisory, 15CA/CB.
04
FEMA & RBI Compliance
FDI/ODI structuring, FCRA, RBI reporting, forex management.
05
Audit & Assurance
Statutory, tax, internal and special purpose audits.
06
Litigation Management
Representation before CIT(A), ITAT, High Courts, MAP & APA.
07
M&A & Restructuring
Due diligence, tax-efficient deal structuring, post-merger integration.
08
Startup & MSME Advisory
Incorporation, tax benefits, ESOP, fundraising compliance.
09
Virtual CFO
Accounts, MIS, cash flow, financial modelling, ERP advisory.
Comprehensive income tax advisory, compliance, and representation services for individuals, HUFs, corporates, LLPs and partnerships. With 20+ years of experience at Fortune 500 companies, CA Lalit Adwani brings institutional-grade expertise to every engagement — from straightforward ITR filings to high-stakes assessment proceedings.
Tax Planning & Advisory
- Strategic income tax planning for individuals, HUFs, corporates and partnerships
- Tax-efficient structuring of business transactions and investments
- Salary structuring and remuneration planning for employees and CXOs
- Capital gains planning — short-term and long-term (property, shares, mutual funds)
- Advance tax computation and management to avoid interest liabilities
- Advice on deductions and exemptions under the Income Tax Act
Compliance & Filing
- ITR filing for all taxpayer categories (ITR-1 to ITR-7)
- TDS compliance — computation, challans, returns (24Q, 26Q, 27Q)
- Form 15CA/CB for foreign remittances and non-resident payments
- Tax audit under Section 44AB — Form 3CA/3CB/3CD
- Taxation of ESOPs, RSUs and stock options
- Application for lower/nil deduction certificates under Section 197
Assessment & Representation
- Representation in scrutiny assessments before Assessing Officers
- Handling notices under Sections 142(1), 143(2), 148, 156
- Drafting and filing appeals before CIT(A) and ITAT
- Writ petitions before High Courts and Supreme Court
- Rectification applications under Section 154
- Tax implications of mergers, demergers and business restructuring
End-to-end GST compliance and advisory services for businesses of all sizes. From registration and monthly filings to complex ITC reconciliations, GST audits, and representation before GST authorities — we handle it all.
Registration & Compliance
- GST registration — new, amendments, and cancellations
- Monthly and quarterly return filing (GSTR-1, GSTR-3B, GSTR-9)
- ITC (Input Tax Credit) reconciliation and optimisation
- E-invoicing and e-way bill compliance setup
- Composition scheme advisory and filing
- GST annual return (GSTR-9 and GSTR-9C)
Advisory & Special Matters
- GST audit and health checks for businesses
- Advisory on classification, valuation and place of supply
- SEZ operations and zero-rated supply compliance
- Advance Ruling applications
- Import/export GST and customs duty advisory
- Representation in GST assessments and appeals
Specialist advisory for MNCs, foreign companies, and Indian businesses with cross-border operations. From transfer pricing documentation to DTAA planning and withholding tax certifications — we bring deep expertise to complex international tax matters.
Transfer Pricing
- TP documentation — Local File, Master File, Country-by-Country Reporting (CbCR)
- Benchmarking studies and comparable analysis
- Advance Pricing Agreements (APAs) — unilateral, bilateral, multilateral
- BEPS Action Plan compliance and implementation
- TP audit representation and dispute resolution
- Safe harbour compliance and analysis
Cross-Border Tax Advisory
- Permanent Establishment (PE) risk analysis and mitigation
- DTAA application and treaty benefit analysis
- Withholding tax advisory and Form 15CA/CB certifications
- Taxation of foreign companies and branch offices in India
- Outbound investment and overseas tax planning
- Mutual Agreement Procedure (MAP) proceedings
Comprehensive foreign exchange management and RBI compliance services for businesses, HNIs, and institutions. We navigate the complex FEMA regulatory framework to structure investments efficiently and ensure seamless RBI reporting.
Inbound & Outbound Investment
- FDI structuring — permitted sectors, pricing, and reporting (FC-GPR)
- Overseas Direct Investment (ODI) — structuring and APR filings
- Foreign Liaison/Branch/Project office compliance
- ECB (External Commercial Borrowing) advisory and reporting
- Compounding of FEMA contraventions
- FLA (Foreign Liabilities & Assets) annual return
Other Regulatory Services
- FCRA registration and compliance for NGOs and charitable organisations
- NRI investment advisory — NRE/NRO accounts, property transactions
- FEMA advisory for cross-border service transactions
- RBI reporting and documentation
- Due diligence on FEMA matters for M&A transactions
- Representation before RBI and Enforcement Directorate
Independent, thorough, and timely audit and assurance services for companies, LLPs, partnerships, trusts, and NGOs. Our audits go beyond compliance — we identify operational risks and improvement opportunities for your business.
Statutory & Tax Audits
- Statutory audit under Companies Act 2013
- Tax audit under Section 44AB of the Income Tax Act
- LLP audit as required under LLP Act
- Trust and NGO audit — 80G, 12A, 12AB registered entities
- Society and cooperative audit
- NBFC statutory audit
Internal & Special Purpose Audits
- Internal audit for process and control review
- Concurrent audit for banks and financial institutions
- Special purpose audit reports for lenders, investors, and regulators
- Stock audit and inventory verification
- Forensic audit and fraud investigation
- Limited review engagements and agreed-upon procedures
Strong representation and proactive dispute management across all levels of the Indian tax system. From handling day-to-day assessment notices to drafting writ petitions before High Courts — we protect your interests at every stage.
Assessment & Appeal Representation
- Representation before Assessing Officers in scrutiny assessments
- Handling notices under Sections 142(1), 143(2), 147, 148, 156
- Appeals before Commissioner of Income Tax (Appeals) — CIT(A)/NFAC
- Appeals before Income Tax Appellate Tribunal (ITAT)
- High Court matters — writ petitions and income tax references
- Supreme Court — SLPs and constitutional matters
Alternative Dispute Resolution
- Mutual Agreement Procedure (MAP) under DTAA
- Advance Pricing Agreements (APA) — proactive TP dispute avoidance
- Income Tax Settlement Commission applications
- Vivad se Vishwas scheme advisory
- Advance rulings — AAR applications
- Drafting of submissions, replies and legal opinions
End-to-end advisory for mergers, acquisitions, demergers, and business reorganisations. We help structure transactions that are tax-efficient, regulatory-compliant, and built for long-term value creation.
Transactions & Due Diligence
- Financial and tax due diligence — buy side and sell side
- Tax-efficient deal structuring for mergers and acquisitions
- Share purchase vs asset purchase analysis
- Valuation advisory — DCF, comparable companies, NAV methods
- FEMA and RBI approvals for cross-border M&A
- SPA and SHA review from a tax perspective
Restructuring & Reorganisation
- Business reorganisation — demergers, spin-offs, slump sales
- Group restructuring for tax efficiency and regulatory compliance
- Post-merger integration — tax, finance and compliance
- Family business succession planning and restructuring
- Conversion of business forms (proprietorship to company, partnership to LLP)
- Capital reduction and buyback advisory
Specialised advisory for startups and growing businesses at every stage — from incorporation to funding rounds and beyond. We understand the startup ecosystem and help founders focus on growth while we handle the financial and compliance complexity.
Incorporation & Early Stage
- Company and LLP incorporation — Private Ltd, OPC, Section 8
- DPIIT startup recognition for tax benefits
- Section 80IAC tax holiday — eligibility, application and compliance
- Angel tax advisory — Section 56(2)(viib) and exemptions
- MSME registration and government scheme advisory (PLI, CGTMSE)
- Accounts setup, bookkeeping and monthly compliance
Funding & Growth Stage
- ESOP structuring, valuation and tax advisory for employees
- CCPS, CCD and funding round documentation review
- FDI compliance for foreign investors
- Investor-ready financial reporting and MIS
- Valuation certificates for funding rounds (Rule 11UA)
- Startup tax planning — R&D deductions, Section 35 benefits
Full-spectrum CFO-level financial oversight and advisory without the cost of a full-time hire. We become your financial partner — handling accounts, reporting, compliance, and strategic guidance so you can focus on running your business.
Finance Operations
- Monthly accounts closure and financial statements preparation
- MIS and management reporting — customised dashboards
- Cash flow planning, forecasting and treasury advisory
- Accounts payable and receivable management
- Payroll processing and compliance
- ERP advisory and implementation support (Tally, SAP, Zoho, QuickBooks)
Strategic Financial Partnering
- Financial modelling and business plan preparation
- Budgeting, variance analysis and cost management
- Banking relationships and credit facility management
- Board-level financial presentations and investor reporting
- Business performance review and strategic advisory
- CFO representation for fundraising and lender discussions