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CA-certified Profit & Loss Statement and Balance Sheet for the last financial year (Audited or Non-Audited).
Bank statements (Current Account and Savings Account) with IFSC details for the entire financial year.
Housing loan statement, if applicable.
Business profile and personal profile of the assessee.
All Know Your Customer (KYC) documents.
All legal and property documents, including title, purchase, and sale deeds (if property is sold).
Share trading and mutual fund transaction details, including Profit & Loss statement and Capital Gains summary (if applicable).
Interest certificates received on Fixed Deposits (FDR), Savings Bank accounts, Post Office schemes, etc.
Copy of Partnership Deed (applicable for a Partnership Firm).
Copy of MOA & AOA (applicable for a Private Limited Company).
Details of any other taxable income to be disclosed in the Income Tax Return.
Company-certified salary slips for 12 months.
Company-certified Form No. 16.
Bank statements (Current Account and Savings Account) with IFSC details for the entire financial year.
Housing loan statement, if applicable.
Personal profile of the assessee.
All Know Your Customer (KYC) documents.
All legal and property documents, including title, purchase, and sale deeds (if property is sold).
Share trading and mutual fund transaction details, including Profit & Loss statement and Capital Gains summary (if applicable).
Interest certificates received on Fixed Deposits (FDR), Savings Bank accounts, Post Office schemes, etc.
Details of any other taxable income to be disclosed in the Income Tax Return.
Plot No. 239, S-4, Sourabh Complex, Zone-2, M.P. Nagar, Bhopal (M.P.) - 462011
guptantaxation@gmail.com
Phone No: 0755-4059566 Mob No. +91- 9826335566
Our service is a comprehensive financial management solution. It includes daily bookkeeping, bank reconciliation, maintenance of accounts payable and receivable, fixed asset management, and the preparation of monthly financial statements like Profit & Loss and Balance Sheets.
Yes. Beyond just staying compliant with the law, professional accounting helps you understand your “burn rate,” profit margins, and cash flow. This data is essential if you ever plan to apply for a business loan, attract investors, or scale your operations.
We follow a double-entry bookkeeping system and perform regular “Internal Reconciliation.” This means we cross-verify your books against bank statements and GST/Tax portal data to ensure every penny is accounted for and there are no discrepancies.
Absolutely. Whether you use Tally, Zoho Books, QuickBooks, or Excel, our team can take over your existing files. If you don’t have a system yet, we can set you up on a cloud-based platform so you can access your financial data from anywhere.
The transition is seamless. We start with a “Onboarding Review” where we take your closing balances from the previous period, verify your pending invoices, and set up a digital workflow for your documents. You’ll be assigned a dedicated account manager to handle the day-to-day communication.
As per the rules of the Bar Council of India, we are not permitted to solicit work or advertise. The information available on this website is provided solely for informational purposes and is accessed by the user voluntarily. Accessing or using this website does not create any lawyer client relationship or liability. Read more
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