“Simplifying Tax Complexities, Delivering Clarity”

TAX YATRA TRUSTED Tax Advice.

“Innovative, Simple Solutions to Complex Tax and Finance Problems”

“At TaxYatra, our enterprise risk advisory services are designed to pinpoint operational bottlenecks and convert them into strategic growth opportunities.”

150+ Client

Trusted by 150+ Clients Helping businesses grow with expert tax & financial solutions

200+ Project

Helping you save tax and grow wealth.

Quick Contact
About Us

Navigating the complexities of tax law so you don't have to.

🌐 TaxYatra – Your Partner in Tax & Finance

We simplify taxation and finance with clear guidance.
Our mission is to help individuals and businesses grow.
Trusted by 250+ satisfied clients across industries.
From tax planning to compliance—we cover it all.
Experience expertise, transparency, and reliable solutions.
Your journey to financial freedom starts with us.

Update Area Summary GST Restructure Two-slab model (5% and 18%); 40% on sin goods Tax on Cars & Insurance Proposed GST cuts for small cars & insurance Salaried Relief Higher thresholds for perquisites and specified employees New Tax Law Income-tax Act, 2025 replacing IT Act, 1961 Filing Tools Updated ITR utilities released for various forms

Why us ?

TAX YATRA for financial success.

“TaxYatra is a professional tax and finance advisory platform dedicated to helping individuals and businesses achieve financial clarity. With years of experience, we provide reliable, accurate, and timely tax solutions. Our mission is to simplify complex tax laws into practical advice that empowers you to grow.”

our services

what we offer.

At TaxYatra, we believe finance should be simple.
Our team ensures timely compliance and smart planning.
From income tax filing to GST solutions—we cover it all.
We design strategies that save you money legally.
Trusted by professionals, startups, and growing businesses.
Your journey to financial clarity begins here.

Tax planing

Our team of experts works closely with individuals and businesses to develop effective tax strategies that help minimize liabilities and maximize deductions.

Tax Preparation

We provide comprehensive tax preparation services for individuals and businesses, ensuring all forms are accurately completed and filed on time to avoid penalties and fines.

Tax Compliance

We help businesses stay compliant with federal, state, and local tax laws and regulations, ensuring that they avoid costly penalties and fines.

Estate Planning

We provide estate planning services to help clients create a comprehensive plan for the transfer of their assets and wealth to their beneficiaries in a tax-efficient manner.

International Taxation

We provide specialized international tax services for individuals and businesses with global operations. Our team of experts can help clients navigate cross-border tax

Business Tax Services

We provide a full range of tax services for businesses, including tax planning and preparation, compliance, and consulting. Our team has extensive experience working.

company's vision

Your tax success is our top priority.

“At TaxYatra, we provide personalized tax and financial solutions tailored to your needs. Our focus is on accuracy, transparency, and delivering results that help you grow with confidence.”

01

empower our clients with the knowledge

“Managing taxes doesn’t have to be complex. At TaxYatra, we simplify compliance and guide you with expert solutions for every financial need.”

02

tax advisor firm for businesses of all sizes

“At TaxYatra, we combine expertise with personalized support to make your tax journey effortless. From filing to planning, we ensure accuracy, compliance, and peace of mind.”

Your partner TAX YATRA a complete tax solution

“At TaxYatra, we understand that tax compliance can feel overwhelming.
That’s why we bring clarity to complex financial rules.
Our team ensures timely filing and error-free reporting.
We craft strategies that save you money—legally and smartly.
Whether you’re an individual, startup, or business, we guide you.
Your financial growth is our ultimate goal.”

FAQs

Frequently Asked Question.

At TaxYatra, we simplify taxation with expert-driven solutions, reducing your compliance burden while ensuring accuracy, transparency, and peace of mind. From tax filing to GST, accounting, and financial advisory, we deliver tailored services for individuals, professionals, and businesses—making your financial journey smooth and stress-free.”

When is the best time to start tax planning?

Start At the Beginning of the Financial Year-

April (1)

Tax experts underscore that the ideal time to begin tax planning is at the start of the financial year. Beginning in April provides ample time to implement effective strategies, assess long-term investments, and avoid rushed decisions.

What documents do I need to file my taxes?

To file your Income Tax Return (ITR) in India, you need a few essential documents and details handy—first, identity documents like PAN card and Aadhaar card for verification; then, Form 16 from your employer and Form 16A/16B/16C for TDS on income other than salary; along with Form 26AS, AIS, and TIS that summarize taxes paid and high-value transactions. You’ll also need bank statements, salary slips, and your previous year’s ITR to cross-verify income and refunds, plus investment proofs (like LIC, ELSS, PPF, etc.), HRA rent receipts or agreements, insurance, medical, and donation proofs to claim deductions under sections like 80C and 80D. Additionally, ensure at least one bank account is pre-validated on the e-filing portal for seamless refund processing

What should I do if I receive an audit notice?

If you receive a notice from the Income Tax Department, don’t panic—first verify its authenticity and understand the reason. Collect supporting documents, respond within the deadline through the e-filing portal, and seek professional help if needed to avoid penalties or complications.

Latest project

Simplifying taxes one return at a time.

 “At TaxYatra, we simplify taxes with expert guidance and practical solutions. From planning to filing, accounting entries, audit we ensure your financial journey stays smooth and stress-free.”

Pricing plan

we've got a plan that's perfect for you.

“Manage your taxes with confidence—TaxYatra provides reliable advice, easy filing, and smart planning to save both time and money. Our aim is to make taxation simple and worry-free for you.”

Basic plan

$500

/project

Lorem ipsum dolor sit amet, consectetur adipiscing elit ut elit tellus.

Feature

Consectetur adipiscing elit ut.

Business plan

$1000

/project

Lorem ipsum dolor sit amet, consectetur adipiscing elit ut elit tellus.

Feature

Consectetur adipiscing elit ut.

Enterprise plan

$2500

/project

Lorem ipsum dolor sit amet, consectetur adipiscing elit ut elit tellus.

Feature

Consectetur adipiscing elit ut.

our blog

latest blog & article

“Stay stress-free with expert tax solutions. At TaxYatra, we simplify complex tax matters, provide personalized guidance, and ensure smooth compliance for individuals and businesses.”

Cash withdrawal at branches

1) The monthly cap is three complimentary cash transactions and after that, each transaction costs Rs 150.
2) The value limit is complimentary up to a total of Rs 1 lakh per month. After that, it’s Rs 3.5 per 1,000 or 150, whichever is greater.
If the threshold of both number and value limit have crossed for the same transaction, higher of the charges mentioned above pertaining to number limit or value limit will apply. Third party cash withdrawal limit of Rs 25,000 per transaction applicable for all savings accounts.

 

 

ITR filing mandatory even if gross taxable income is below the basic exemption limit
  1.  Spending Rs 2 lakh and more for foreign travel in a financial year in foreign country

    2. Holding foreign shares, assets or foreign income, foreign company share or property.
    3. TDS or TCS of Rs 25,000 has been deducted or collected:In April 2022, the Central Board of Direct Taxes (CBDT) made ITR filing mandatory if the TDS or TCS of Rs 25,000 or more has been deducted or collected from an individual. This means that if TDS or TCS is deducted or collected in FY 2024-25 of Rs 25,000 or more, then filing of the ITR is mandatory.

    4. Mandatory ITR Filing Criteria Based on Turnover / Gross Receipts: · Basic Exemption Limit under the old regime:
  • ₹2.5 lakh (for individuals below 60 years)
  • ₹3 lakh (for senior citizens 60–79 years)
  • ₹5 lakh (for super senior citizens 80+ years)
  • Under the new tax regime: ₹3 lakh for all individuals.
  1.  In case of taxpayer engaged in business:If the total sales, turnover, or gross receipts from the business exceed Rs 60 lakh.

    b. In case of taxpayer engaged in profession: If the total gross receipts from the profession exceeds Rs 10 lakh.

    5. Paid electricity bill of Rs 1 lakh in financial year: .

    6. If you have to claim an income tax refund:  calculations are correct, the income tax refund is issued.

    7. Deposited Rs 1 crore in current account or Rs 50 lakh in savings account: .

    8. Claiming LTCG tax exemption: The income tax rules allow exemption on long-term capital gains (LTCG) tax under certain conditions. For AY 2024–25 (FY 2023–24), the exemption limits are:
  • Old Tax Regime:
    • ₹2.5 lakh for individuals below 60 years
    • ₹3 lakh for senior citizens (60–79 years)
    • ₹5 lakh for super senior citizens (80+ years)
  • New Tax Regime:
    • ₹3 lakh for all individuals (irrespective of age)
ITR filing mandatory even if gross taxable income is below the basic exemption limit
  1.  Spending Rs 2 lakh and more for foreign travel in a financial year in foreign country

    2. Holding foreign shares, assets or foreign income, foreign company share or property.
    3. TDS or TCS of Rs 25,000 has been deducted or collected:In April 2022, the Central Board of Direct Taxes (CBDT) made ITR filing mandatory if the TDS or TCS of Rs 25,000 or more has been deducted or collected from an individual. This means that if TDS or TCS is deducted or collected in FY 2024-25 of Rs 25,000 or more, then filing of the ITR is mandatory.

    4. Mandatory ITR Filing Criteria Based on Turnover / Gross Receipts: · Basic Exemption Limit under the old regime:
  • ₹2.5 lakh (for individuals below 60 years)
  • ₹3 lakh (for senior citizens 60–79 years)
  • ₹5 lakh (for super senior citizens 80+ years)
  • Under the new tax regime: ₹3 lakh for all individuals.
  1.  In case of taxpayer engaged in business:If the total sales, turnover, or gross receipts from the business exceed Rs 60 lakh.

    b. In case of taxpayer engaged in profession: If the total gross receipts from the profession exceeds Rs 10 lakh.

    5. Paid electricity bill of Rs 1 lakh in financial year: .

    6. If you have to claim an income tax refund:  calculations are correct, the income tax refund is issued.

    7. Deposited Rs 1 crore in current account or Rs 50 lakh in savings account: .

    8. Claiming LTCG tax exemption: The income tax rules allow exemption on long-term capital gains (LTCG) tax under certain conditions. For AY 2024–25 (FY 2023–24), the exemption limits are:
  • Old Tax Regime:
    • ₹2.5 lakh for individuals below 60 years
    • ₹3 lakh for senior citizens (60–79 years)
    • ₹5 lakh for super senior citizens (80+ years)
  • New Tax Regime:
    • ₹3 lakh for all individuals (irrespective of age)