Praveen J & Associates
Accounting & Audit · Personal Accounting Services

Personal Accounting Services in India — Manage Your Finances with Expert Support

Personal finances scattered? Income, investments aur tax — sab CA-managed.

Salary, rental, capital gains, foreign income aur ITR — ek single CA point of contact.

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Common Problems Faced

Scattered financial records

Missed deductions & exemptions

AIS/26AS mismatches

Capital gains confusion

Last-minute ITR stress

What's covered

  • Income tracking (salary, rental, interest, etc.)
  • Investment & capital gains tracking
  • Deduction & tax planning
  • AIS/26AS reconciliation
  • Year-end ITR preparation
Note: Designed for individuals, HNIs, NRIs and professionals.

Who Should Use This Service?

Salaried with multiple incomes

HNIs & investors

NRIs with India income

Professionals & freelancers

Senior citizens

Benefits

  • Organised personal finances
  • Tax optimisation (legitimate)
  • Reduced notice risk
  • Year-round CA support
  • Confidential service

Important Points

  • Old vs new regime comparison
  • Capital gains LTCG/STCG mapping
  • Foreign asset disclosure (Schedule FA)
  • TDS credit claim
  • Advance tax planning

Our Process

1

Understand income & goals

2

Collect & organise data

3

Reconcile with AIS/26AS

4

Plan & file ITR

5

Year-round support

Documents Required

PAN & Aadhaar
Form 16 / salary slips
Bank & broker statements
Investment proofs
Property / rental data

Frequently Asked Questions

No — year-round personal accounting plus ITR.

Ready to move forward?

CA-led accounting & audit — fast, accurate, compliant.