Plan smart, save more—secure your financial future with Tax Planning Services.

Tax Planning Services by LexNex

Are you paying more tax than you should? Effective tax planning is not just about saving money. But it is also about building a financially secure future with clarity, compliance, and confidence. At LexNex, we help individuals, professionals, and businesses optimize their tax liabilities using legal, strategic, and well-structured financial planning methods. With our expert guidance, you can minimize tax burdens, maximize savings, and ensure total compliance with current tax laws.

Taxation can be complicated, with ever-changing regulations, multiple deductions, exemptions, and investment-linked benefits. That’s where our expertise becomes invaluable. Whether you are a salaried employee seeking Section 80C deductions, a business owner managing GST and TDS, or an investor exploring tax-efficient instruments, LexNex ensures you understand every option available. Our team evaluates your financial status, income structure, and future goals to recommend the most suitable tax planning strategies.

At LexNex, we believe that proper tax management is the foundation of smart financial growth. Our systematic approach ensures that your money works efficiently while staying compliant with the Income Tax Department’s guidelines.

Need Help with Tax Planning ?

Fill Up the below Mentioned Form

Tax Planning Registration / Filing Process (Government Flow Process)

Step 1: Assess income sources and applicable tax slabs
Step 2: Collect financial documents and verify KYC
Step 3: Identify eligible deductions and exemptions under Income Tax rules
Step 4: Evaluate tax-saving instruments (ELSS, PPF, NPS, insurance, etc.)
Step 5: Prepare tax computation and savings plan
Step 6: Submit filings or finalize tax-saving investments under government guidelines

How We Work

01

Fill the form and make the payment

02

Receive an expert call from our CA or tax consultant

03

We review your documents and analyze your financial situation

04

Our team prepares a customized tax plan following Income Tax rules

05

Your tax planning strategy is delivered and implemented smoothly

Documents Required for Tax Planning

ID Proof

Address Proof

PAN Card

Investment proofs (80C, 80D, 80G, etc.)

Form 16 (for salaried individuals)

Bank statements

Business financials (for self-employed or companies)

Providing accurate documents ensures a smooth onboarding into the mutual fund investment system.

Our MFD Partner

Mutual Fund Distributor (ARN - 328697)

Why Choose Us

16 years of legal and financial expertise

in business support

Transparent fee structure

of Lawyers, CAs, and CS professionals

Professional team of CAs, CSs, and loan consultants

Startup-friendly mindset

we understand small businesses

Timely updates, follow-ups, and refund assurance

if deadlines are missed

FAQ

Anyone with taxable income—salaried, self-employed, professionals, or businesses.

Yes. We guide you through legal deductions, exemptions, and tax-saving instruments.

Yes, we provide complete filing assistance along with planning.

Sections 80C, 80D, 80G, 24(b), and NPS-related deductions.

Absolutely. We support companies with GST, TDS, advance tax, and more.

Ideally once a year or after any major financial change.

Not necessarily. There are multiple options like PPF, NPS, insurance, and more.

Yes. We maintain a clear and honest pricing structure.