Lower tax, legally
Use every deduction and exemption you're eligible for.
FOR CLIENTS
Tax planning is what a CA does. Finamize gives them the calculators and the workspace; you get a strategy you can act on before March.
Overview
A Chartered Accountant on Finamize reviews your salary, investments, capital gains, and goals — then shows you what you can do before March 31 to pay less tax legally.
A Chartered Accountant on Finamize reviews your salary, investments, capital gains, and goals — then shows you what you can do before March 31 to pay less tax legally. You see the plan; they handle the work.
WHAT GETS LOST TODAY
Missed tax savings
Most people miss tax-saving moves they were eligible for — 80C top-ups, NPS additions, capital-gains harvesting before year-end — because there's no one running the numbers in advance.
WHAT FINAMIZE DOES
Scenarios with a verified CA
Connects you with a verified CA who runs the scenarios — Old vs New regime, capital gains, deduction top-ups — and shows you the recommendation in plain language.
WHO ADVISES
Your CA, not an algorithm
A real, verified Chartered Accountant. Finamize is not a tax advisor — your CA is. Their advice; your decisions.
7+
ITR TYPES SUPPORTED
18+
BUILT-IN CALCULATORS
100%
ICAI VERIFIED CAS
24-48hrs
REVIEW
Why Finamize
Why Choose Finamize
Old vs New, explained
Your CA runs both regimes and shows you which one is better, in numbers.
Plan before March, not after
Most tax-saving moves have year-end deadlines. Finamize gets the plan to you in time.
Verified CAs only
Every CA on Finamize has been registry-checked. You're not gambling on credentials.
One workspace, one record
Documents, scenarios, and recommendations stay together — yours and your CA's, in one place.
How It Works
Get Started in 3 Steps
1
Find your CA
Browse verified Chartered Accountants on Finamize and choose one whose practice fits.
2
Share your numbers
Salary slip, investment statements, last filing — uploaded to your secure vault.
3
Get your plan
Your CA runs the scenarios and walks you through the recommendation.
Platform Features
What You Get
01
Side-by-side Old vs New tax regime comparison
See which regime saves you more, in your actual numbers.
02
Section 80C, NPS, and health-insurance review
Make sure you're using the deductions you're eligible for.
03
Capital-gains exit planning
Sale of property, equity, or mutual funds — modelled before you sell, not after.
04
HRA, leave-encashment, and gratuity exemption review
Salary components handled the right way.
05
Quarterly advance-tax estimate
So you don't get a Section 234B/234C interest surprise at the end of the year.
Regulatory Framework
Tax Planning Under Indian Income Tax Law
1
Section 115BAC — Default new regime from FY 2024-25 onward. Old regime requires positive election; election rules differ for salary vs business income.
2
Section 80C / 80CCC / 80CCD(1) — ₹1.5L combined deduction cap (old regime only). Section 80CCD(1B) — additional ₹50K for NPS contributions.
3
Section 80D — Health insurance ₹25K self/family + ₹50K parents (senior citizen rate). Sec 80DDB and Sec 80U also available, old regime only.
4
Capital gains — Sec 111A (STCG equity 20%), Sec 112A (LTCG equity 12.5% above ₹1.25L exemption), Sec 112 (LTCG others 12.5% without indexation). Sec 54/54F/54EC reinvestment exemptions for property sales.
5
Section 87A — Rebate up to ₹25,000 (new regime, income ≤ ₹7L) / ₹12,500 (old regime, income ≤ ₹5L).
FAQ
Frequently Asked Questions
Find your CA
Verified registry-checked CAs. You pick the one you want to work with.