Find Your Perfect Tax & Finance Professional

Start by identifying your specific needs (individual tax, business tax, GST compliance, audit, corporate/secretarial, legal advisory, etc.). Browse professional profiles, check their specializations, read client reviews, and compare experience levels. You can also filter by language, location, and pricing. Most professionals offer a free initial consultation to discuss your needs.

The first meeting is typically a discovery session where your professional learns about your tax situation, business structure, income sources, and specific concerns. Come prepared with relevant documents (previous ITRs, income statements, expense records). The professional will explain their approach, answer questions, and provide an estimate for their services.

Fees vary by professional and service complexity. Common structures include hourly rates (₹1,000-5,000/hour), fixed packages (e.g., ₹5,000 for annual ITR), or monthly retainers for ongoing business advisory. Always discuss and agree on fees before starting work. TaxNAO doesn't add any additional fees—you pay the professional directly.

Yes! Many professionals on TaxNAO specialize in urgent cases and last-minute ITR filings. When searching, you can filter for professionals with quick response times and same-week availability. Be aware that rush services may incur additional fees, which the professional will discuss with you upfront.

Common documents include: Aadhaar/PAN card, previous ITRs, Form 16/income statements, expense receipts, bank statements, investment documents (80C, 80D), rental income records, and any relevant contracts. Your professional will provide a specific checklist during your first consultation based on your situation.

TaxNAO serves both! We connect individual taxpayers (salaried employees, pensioners, students) with professionals specializing in personal ITR filing, as well as businesses (freelancers, self-employed, startups, SMEs) needing comprehensive tax planning, bookkeeping, GST compliance, and audit services.

Yes, chartered accountants have the legal authority to represent you before the Income Tax Department. They can file your ITRs, respond to notices, attend hearings on your behalf, and handle tax assessments—giving you peace of mind and professional representation.

If issues arise, first communicate your concerns directly with your professional—many issues can be resolved through open dialogue. If you remain unsatisfied, you can end the relationship at any time and search for a new professional on TaxNAO. We also provide support to help mediate any disputes.

All documents shared through TaxNAO are encrypted end-to-end and stored securely on Indian servers complying with DPDP Act. Only you and your chosen professional can access your documents. Professionals are also bound by professional confidentiality under Indian law and their respective institutes' regulations (such as ICAI, ICSI, and ICMAI).

Yes! Many NRIs, remote workers, and international businesses use TaxNAO to find Indian tax & finance professionals. You can conduct consultations via video call, share documents digitally, and manage everything online. Some professionals specialize in NRI taxation and cross-border tax issues.

Advisors on TaxNAO are backed by Nexum AI, which helps them review cases and requests so nothing is missed. It only ever suggests — your certified advisor reviews and decides everything and stays responsible for your advice. The AI works on anonymised data, processing is DPDP-compliant, and your data is kept in India.