Personal Tax Planning Service

Expert-led personal tax planning to help you save tax, optimize deductions, and structure your income efficiently.

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Permanent Information⚠

Please provide all information as per your government identity documents such as PAN and Aadhaar.

First Name
Please enter your first name.
Middle Name
Last Name
Please enter your last name.
ⓘ Name should be as per the PAN. 5th character of PAN number is the first letter of the last name.
Please enter your date of birth.
ⓘ Specify date in DD/MM/YYYY format.
Please enter father's name.
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Identification & Contact details⚠

To e-file your returns, please provide your Aadhaar, PAN and contact details.

Aadhaar Number
Please enter a valid 12 digit Aadhaar number.
Please enter a valid PAN number. Example: ABCDE1234F
Please enter a valid 10 digit mobile number.
Please enter a valid email address.
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Your Address⚠

You can provide either your current address or permanent address of residence.

Please enter flat or door number.
Please enter area locality.
Please enter a valid 6 digit pincode.
Country
State
Please select state.
City
Please enter city.
Select your State / UT first. The City field will show matching city suggestions, and you can also type your city manually if it is not listed.
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Residential Status⚠

Select your residential status for income tax purposes as per Indian tax law.

Please select your residential status.
For Indian income tax purposes, residential status is generally classified as Resident and Ordinarily Resident, Resident but Not Ordinarily Resident, or Non-Resident.
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Bank Details

Provide bank account details. In case of multiple accounts, the first account will be selected as eligible for refund. Note: To receive your refund into an account, it must be added and verified in the Income Tax portal.

Please enter a valid account number.
Please enter a valid IFSC code.
Please enter bank name.
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Upload Documents⚠

Upload income, deduction, investment, exemption, capital gains, salary structure, and other tax-planning documents for expert review.

Please upload at least one document.
Allowed: PDF, DOC, DOCX, XLS, XLSX, JPG, JPEG, PNG. Maximum size per file: 5 MB.
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Comments / Special Instructions

Share any additional information, clarification, or special instruction that may help WealthSure prepare your personal tax planning roadmap.

Optional. Maximum 2,000 characters. These comments will be included in the email sent to WealthSure after submission.

Consent, Security & Submission

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By submitting this form, you help us process your request faster and more securely. Your information is used only for service-related purposes and handled with appropriate safeguards.
Your details and documents will be sent securely to WealthSure for service processing once the payment are successful.

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Data Storage

Uploaded documents are handled in controlled environments with access limited to authorized processing and support workflows.