Our belief
Finance should feel simpler.
Tax, compliance and planning carry enough weight on their own. The experience around them should not add more.
Don't miss out — save 10% on your ITR, GST or TDS filing with this code
Don't miss out — save 10% on your ITR, GST or TDS filing with this code
Don't miss out — save 10% on your ITR, GST or TDS filing with this code
About Taxplan Advisor
The story behind Taxplan Advisor.
A company built around people, expertise and clearer financial guidance.
Our story starts here
Why we exist
Makingexpertise easierto reach.
01The problem
Tax, compliance and financial planning can feel unnecessarily complicated. Finding someone you trust can be just as difficult.
02The idea
We wanted to bring professional expertise and modern technology into the same experience — without taking the human element away.
03The mission
Make it easier for individuals and businesses to find the right expertise, understand their options and move forward confidently.
The idea behind TaxPlan
The problem
Finding the right expertise shouldn't be difficult.
Knowing who to trust is often harder than the question you started with. That is the part we set out to fix.
People × Expertise
Technology should connect people to expertise.
Software is the introduction, not the advice. The professional stays at the centre of every engagement.
What we build
Less confusion. More clarity. Better decisions.
Clear next steps, visible progress and a record you can come back to — for filings, notices and everything after.
TaxPlan Advisor
Making financial guidance easier to reach.
One place to find a verified professional, get the work done and understand what happens next.
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Our journey
Moments thatshaped our journey.
Scroll through the milestones that turned an idea into the Taxplan Advisor journey.
01MARCH 2025
Taxplan Advisor was incorporated.
The idea became a company. We started with a simple ambition — make professional financial guidance easier to access.
02MARCH 2026
CA onboarding opened — and filled up fast.
We opened onboarding for Chartered Accountants and received an overwhelming response. Applications exceeded expectations, so onboarding was closed within a month.
03JUNE 2026
Our first client joined the journey.
After months of building, testing and refining the platform, we welcomed our very first client.
04JUNE 2026
Our first investor came on board.
Another major milestone arrived when our first investor believed in our vision and joined us for the next stage of the journey.
Read more →
05JULY 2026
Taxplan Advisor was incubated at IIM Lucknow.
We entered a new phase through IIM Lucknow's EIC, giving us the environment and opportunity to build, experiment and grow further.
Read more →
06AUGUST 2026
Taxplan Advisor won Best Fintech Startup at Ideabaaz.
We represented Taxplan Advisor at the Ideabaaz Startup Fest and were recognised with the Best Fintech Startup award.
What guides us
The standardwe hold ourselves to.
01
Trust
Financial decisions deserve straight answers, careful handling and people you can genuinely rely on.
02
Human
Technology should make expert advice easier to reach — not make the experience feel impersonal.
03
Clarity
We turn complicated financial journeys into steps that are easier to understand and act on.
04
Progress
We keep learning, improving and building around what people actually need.
The people behind it
Experiencebehind the idea.
Experienced professionals and a shared belief that financial guidance should be easier to access.
A tax consultant and financial advisor with more than three decades of experience across taxation, compliance and business advisory.
A Chartered Accountant with extensive experience in taxation, audit, compliance and financial advisory.
What comes next
We have started.We're just getting going.
THEN
The idea
A simple belief: connecting people with the right financial expertise should be easier.
NOW
The platform
A growing ecosystem connecting clients, consultants and technology.
NEXT
The ecosystem
A larger, trusted financial services network built around access, clarity and professional expertise.
The journey continues
Let's makefinance simpler.
Whether you're looking for professional guidance or want to be part of the ecosystem, we'd love to hear from you.