Tax Optimzer Benefits & Features
All in one solution for your tax and financial planning plus investment.
Single Dashboard for employees financial wellbeing
Tax filing and optimization, Tax Optimization with goal optimization and investing in tax saving & other financial products to achieve financial well being. Yes, we provide all in one solution for employees financial needs i.e. CTC Structuring with maximum tax saving through deductions and exemption, financial plan to achieve their goals with maximum tax savings and enabling to buy financial products/services avoiding miss-selling.
Tax Optimizer is well established and trusted
TO is registered trade mark of TaxSpanner and regularly published in Times national publication for four years. TO+ tries to encapsulate both the tax and financial planning needs of an individual at the same time. Today, we are living in a highly dynamic, complex, disruptive and fast-changing world and we have tried to cater to these needs by bringing our TO+ to cater to the modern day demands and needs in the wealth management domain.
TO+ enhances return up to 30% thus wealth by tax optimization
Everyone earns money either through job or business but not everyone knows that tax saved is also analogous to money earned. The money earned is then spent to meet the basic needs, partly spent to meet our discretionary needs also called as aspirations and rest is saved or invested to meet our short, medium term and long term goals in life. Sometimes or most often we are not able to differentiate between needs, aspirations and goals. Even when we may be knowing these but still we are unable to channelize our resources in the best possible manner to get the best returns.
Benefits To Employees
Authentic tax advisory and tax saving
Right tax saving investments for achieving life goals
Easy connect with a dedicated CA
The Only Tool You’ll Ever Need
TO+ is End to End for safeguard against miss-selling and extended to buy investment as per recommendation.
TO+ balances the maximum return and minimal risk in journey to be rich
TO+ Balances tax optimization and financial planning:
TO+ prepares personalized financial roadmap for each client
TO+ serve as financial roadmap for life with annual review
TO+ is End to End for safeguard against miss-selling
TO recommends to buy investment as per recommendation. Our services are a bridge to build hyper personal as well as business relationships with our clients and this engagement is a key step to help them achieve their tax optimization with financial goals.
