YEAR-ROUND TAX PLANNING · FY 2026-27
Every July: Panic. Regret. Overpaid Tax.
Stop filing in a panic. Start planning in April. Quarterly CA reviews, proactive tax strategy, and ITR filing included - in every plan. No July surprises.
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Plan the Year. File Without Panic. Save Every Quarter.
Tax planning isn't a July activity. It's an April decision. Quarterly check-ins, proactive deduction pacing, and a named CA who knows your full picture.
Cross-checked before your CA even opens the file
Every income type, covered
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Running a HUF? HUF & Compliance → Own a business? Business Services →
Four Quarters. One Clear Plan.
1Q1 · Project & Plan (Apr-Jun)
2Q2-Q3 · Execute & Review (Jul-Dec)
3Q4 · Optimise & Close (Jan-Mar)
More than a form.
A complete tax reconciliation.
Filing is what happens in July - you look at Form 16, claim what you can, pay what's left, and hope no notice arrives. By then, the tax year is over. Every decision has already been made for you.
Planning is what happens in April. You decide how your salary breaks down, when RSUs vest, which tax regime fits, when to book capital gains, and how 80C gets paced. The CA sees the full year, not just the final payslip.
Clients who switch from filing-only to year-round planning save ₹40,000-₹1,80,000 more per year on average. Not from clever tricks. From decisions made on time - and ITR filing is already included in the price.
Filing reacts. Planning decides.
By the time you file, the year is over. Every decision has already been made for you — or against you.
Filing only
Reactive — July scramble
- React to Form 16 in July
- Claim what already happened
- One CA touchpoint per year
- Regime chosen at filing time
- Advance tax guessed quarterly
- Deductions bunched in March
FylFlix Planning
Proactive — April to March
- Model full-year liability on April 1
- Design income structure proactively
- Quarterly CA reviews - 4 per year
- Regime modeled for 12 months
- Advance tax projected to ±₹5,000
- Deductions paced across 12 months
ITR filing is included in every planning plan — the July panic never happens.
Documents checklist
- PAN, Aadhaar, and bank details
- Salary breakup / offer letter (if salaried)
- Last 2 years of ITR filings (we migrate the data)
- Current investments - MF, equity, FD, NPS, insurance
- Home loan / rent details (if applicable)
- Capital gains statements or broker summary
- Expected income changes - hike, bonus, RSU vests, side income
Not sure what you have? Don't worry - we run a 20-minute onboarding call, pull what we can from your PAN (26AS/AIS), and tell you exactly what's missing. No homework before the first call.
← Tick items you already have to track your readiness
Choose your planning depth. ITR filing is always included.
Every plan bundles ITR filing at no extra cost. One price, full year, named CA.
Planning beats Filing-only. Every Year.
What a planning engagement actually covers - vs. a filing-only service.
| Feature | FylFlix✓ Best Value | Cleartax | TaxBuddy | Traditional CA / DIY |
|---|---|---|---|---|
| Annual tax projection (April 1) | ✓ Full-year model | Sometimes (extra fee) | ||
| Quarterly CA review calls | ✓ 4 per year | Ad-hoc, billed per call | ||
| ITR filing included in price | ✓ Included | Separate charge | Separate charge | Separate bill |
| Named CA (not a pool) | ✓ (varies) | |||
| Capital gains harvesting | ✓ Proactive | CA's discretion | ||
| Deduction pacing calendar | ✓ 12-month schedule | Manual | ||
| Regime selection (Old vs. New) | Modeled for full year | At filing only | At filing only | At filing only |
| Notice management | Included | Add-on | Bundled (if filed) | Billed separately |
| Encrypted document vault | ✓ Multi-year | Basic | Basic | Email / paper |
| Transparent pricing | Flat yearly, all-in | Filing fee + GST | Filing fee + GST | Opaque retainer |
FylFlix
✓ BestCleartax
Compared to a local CA: save ₹3,500+ on average with FylFlix.
Competitor data last verified: April 2026. Prices subject to change.
Offer Tax Planning as an Employee Benefit
Partner with FylFlix to give your team year-round CA support, bulk pricing, and on-site tax literacy sessions. Built for HR, Finance, and People leaders who want to turn tax stress into a retention win.
25+
Companies onboarded
3,500+
Employees served
40%
Avg. bulk discount
₹1.2 Cr+
Tax saved for partner teams
What your team gets
A complete benefit program, not a bulk discount.
Bulk Plans for Teams
Volume pricing for 10+ employees, tiered discounts at 50 / 100 / 250+. One master invoice - individuals get their own named CA and portal.
Dedicated HR Dashboard
Track onboarding, filing status, and utilisation across your team. Zero PII exposed to HR - only aggregate completion metrics and coverage.
Lunch & Learn Sessions
Quarterly webinars on the new tax regime, RSU planning, and deduction hacks - delivered live to your team by senior CAs. Branded for your company.
New-Joiner Onboarding
Every new hire gets a welcome pack, a kickoff call with a CA, and first-year filing included. Perfect for campus hires and lateral joiners unsure about taxes.
Compliance Co-Pilot for Payroll
We plug into your payroll timeline - TDS advisory, Form 16 issuance support, proof-of-investment window reminders, and end-of-FY reconciliation.
Named Account Manager
Single point of contact for HR. Quarterly business review, escalation path, and custom reporting - SLA-backed and tracked against your benefit calendar.
Ideal for
Ready to explore a tie-up?
Open to partnerships with employers, founder communities, co-working networks, and member associations. We'll respond within 24 business hours.
Planning, Answered.
Still have questions?
Loved by Planners
Joining 1,000+ high earners who stopped filing late and started planning early
“I moved from a July filing service to year-round planning. The first annual projection itself surfaced ₹1.2 lakh of savings I had been leaving on the table for three years.”
Rahul M.
Senior product manager, Bangalore
“RSU vests were killing me in tax every year. My FylFlix CA planned the sell schedule across two financial years and saved me ₹2.1 lakh in LTCG tax.”
Aisha P.
Engineering lead, fintech
“Quarterly calls are the real difference. I don't have to remember anything - my CA brings up RSU decisions, 80C pacing, home-loan prepayment tax math, on every call.”
Vikram S.
Director, SaaS company
“The fact that ITR filing is included means I don't budget for it separately anymore. One decision in April, one price for the year, zero July chaos.”
Neha R.
Marketing director
“Returned to India after 6 years in Singapore. FylFlix mapped out the DTAA credits, RNOR planning, and when to repatriate. Saved me from a very expensive mistake.”
Arjun K.
Returning NRI, tech leadership
“My CA predicted my advance-tax liability to within ₹4,000 of the actual number - six months in advance. That's the kind of planning you can actually trust.”
Priya D.
Independent consultant
“The VIP plan feels like having a family office for my taxes. Dedicated CA, tax-litigation cover, and wealth-side advice - all without the family-office price tag.”
Karan J.
Founder, D2C brand
“I stopped dreading July. That's it. The plan just runs. ITR gets filed, notice (if any) gets handled, and I get a clean summary every quarter.”
Sneha V.
Senior data scientist
“I moved from a July filing service to year-round planning. The first annual projection itself surfaced ₹1.2 lakh of savings I had been leaving on the table for three years.”
Rahul M.
Senior product manager, Bangalore
“RSU vests were killing me in tax every year. My FylFlix CA planned the sell schedule across two financial years and saved me ₹2.1 lakh in LTCG tax.”
Aisha P.
Engineering lead, fintech
“Quarterly calls are the real difference. I don't have to remember anything - my CA brings up RSU decisions, 80C pacing, home-loan prepayment tax math, on every call.”
Vikram S.
Director, SaaS company
“The fact that ITR filing is included means I don't budget for it separately anymore. One decision in April, one price for the year, zero July chaos.”
Neha R.
Marketing director
“Returned to India after 6 years in Singapore. FylFlix mapped out the DTAA credits, RNOR planning, and when to repatriate. Saved me from a very expensive mistake.”
Arjun K.
Returning NRI, tech leadership
“My CA predicted my advance-tax liability to within ₹4,000 of the actual number - six months in advance. That's the kind of planning you can actually trust.”
Priya D.
Independent consultant
“The VIP plan feels like having a family office for my taxes. Dedicated CA, tax-litigation cover, and wealth-side advice - all without the family-office price tag.”
Karan J.
Founder, D2C brand
“I stopped dreading July. That's it. The plan just runs. ITR gets filed, notice (if any) gets handled, and I get a clean summary every quarter.”
Sneha V.
Senior data scientist
“I moved from a July filing service to year-round planning. The first annual projection itself surfaced ₹1.2 lakh of savings I had been leaving on the table for three years.”
Rahul M.
Senior product manager, Bangalore
“RSU vests were killing me in tax every year. My FylFlix CA planned the sell schedule across two financial years and saved me ₹2.1 lakh in LTCG tax.”
Aisha P.
Engineering lead, fintech
“Quarterly calls are the real difference. I don't have to remember anything - my CA brings up RSU decisions, 80C pacing, home-loan prepayment tax math, on every call.”
Vikram S.
Director, SaaS company
“The fact that ITR filing is included means I don't budget for it separately anymore. One decision in April, one price for the year, zero July chaos.”
Neha R.
Marketing director
“Returned to India after 6 years in Singapore. FylFlix mapped out the DTAA credits, RNOR planning, and when to repatriate. Saved me from a very expensive mistake.”
Arjun K.
Returning NRI, tech leadership
“My CA predicted my advance-tax liability to within ₹4,000 of the actual number - six months in advance. That's the kind of planning you can actually trust.”
Priya D.
Independent consultant
“The VIP plan feels like having a family office for my taxes. Dedicated CA, tax-litigation cover, and wealth-side advice - all without the family-office price tag.”
Karan J.
Founder, D2C brand
“I stopped dreading July. That's it. The plan just runs. ITR gets filed, notice (if any) gets handled, and I get a clean summary every quarter.”
Sneha V.
Senior data scientist
“I moved from a July filing service to year-round planning. The first annual projection itself surfaced ₹1.2 lakh of savings I had been leaving on the table for three years.”
Rahul M.
Senior product manager, Bangalore
“RSU vests were killing me in tax every year. My FylFlix CA planned the sell schedule across two financial years and saved me ₹2.1 lakh in LTCG tax.”
Aisha P.
Engineering lead, fintech
“Quarterly calls are the real difference. I don't have to remember anything - my CA brings up RSU decisions, 80C pacing, home-loan prepayment tax math, on every call.”
Vikram S.
Director, SaaS company
“The fact that ITR filing is included means I don't budget for it separately anymore. One decision in April, one price for the year, zero July chaos.”
Neha R.
Marketing director
“Returned to India after 6 years in Singapore. FylFlix mapped out the DTAA credits, RNOR planning, and when to repatriate. Saved me from a very expensive mistake.”
Arjun K.
Returning NRI, tech leadership
“My CA predicted my advance-tax liability to within ₹4,000 of the actual number - six months in advance. That's the kind of planning you can actually trust.”
Priya D.
Independent consultant
“The VIP plan feels like having a family office for my taxes. Dedicated CA, tax-litigation cover, and wealth-side advice - all without the family-office price tag.”
Karan J.
Founder, D2C brand
“I stopped dreading July. That's it. The plan just runs. ITR gets filed, notice (if any) gets handled, and I get a clean summary every quarter.”
Sneha V.
Senior data scientist
Stop Filing. Start Planning.
The next financial year is already moving. Every week without a plan is a week of deductions paced wrong, advance-tax estimated blindly, and RSUs sold without tax math. ITR filing is included - planning starts the day you sign up.
Get started today
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