Tax Planning & Compliance in family office services refers to the strategic and regulatory management of a family’s tax obligations to optimize tax efficiency while ensuring full adherence to tax laws and regulations across jurisdictions.
At AKM Wealth, we understand that smart tax planning is integral to wealth creation. Our Tax Planning & Compliance Services help individuals, NRIs, and HUFs legally minimize tax liabilities, maximize deductions, and stay compliant with all income tax regulations in India.
Comprehensive investment solutions designed specifically for Non-Resident Indians
ITR-1 to ITR-4 for individuals and HUFs - Capital gains, house property, and other income
Strategic use of 80C, 80D, 80CCD(1B), and other deductions
LTCG/STCG optimization via mutual funds, real estate, etc.
Planning & reminders to avoid penalties
DTAA benefits, 15CA/CB, and TDS refunds
Structuring HUF accounts to reduce overall family tax liability
We expertly manage every aspect of your financial life with professionalism and care.
Tax Experts: Registered Tax Experts & Certified Financial Planners
Personalized tax: Personalized tax strategy based on your financial goals
Latest tools: Latest tools for e-filing and document management
Tax Season: Year-round support – not just during tax season
Seamless & Investment: Seamless integration with investment planning
Get in touch with our experts today and discover how we can help you achieve your business goals.
Find answers to common questions about our consulting services and process.
Tax planning involves structuring your income, investments, and expenses in a way that legally reduces your tax burden. It helps you save more and invest better.
ELSS (Equity Linked Savings Schemes) under Section 80C allow deductions up to ₹1.5 lakh with a lock-in period of 3 years. We help choose the right ELSS based on your profile.
Yes, we offer complete ITR filing services including salaried, self-employed, capital gains, and NRI-specific returns.
NRIs are taxed only on income earned or received in India. We help optimize tax using DTAA, manage 15CA/CB compliance, and repatriation issues
Yes. We explore deductions under Sections 80D, 80G, 80E, 80CCD(1B), HRA exemptions, and more.
Yes, we help in HUF creation, PAN application, account setup, and tax planning for income segregation among family members.
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