2. About CLP
Come Lets Plan (CLP) is a platform dedicated to salaried class
that provides a host of financial services such as IT return filing,
Tax planning, Financial Planning etc. to salaried individuals.
3. Why Should I file Returns?
• Tax return filing is a statutory procedure
• The acknowledgment for filing the tax serves as
proof of the financial soundness of the individual in
case a visa is required to be obtained.
• If a loan is required the tax returns would be required to prove the
ability of the person to repay the loan
• Refunds for excess taxes paid by an individual either by way of tax
deduction or advance/self-assessment tax can be only by filing tax
returns.
4. efiling
• Time is money and e-return Filing helps you
save lot of that with its speedy processing of
ITR and refund.
• If filing is done with the help of a digital
signature, there is even an instant
acknowledgement for the return.
• Drastic decrease in human error at both ends of ITR filing process.
• Any mistake in efiling can be corrected online wrt. mistake in physical
return which can’t be corrected online.
• Needless to say efiling is an eco-friendly way of filing return.
5. efiling with CLP
• CLP platform makes your efiling experience
effortless. You don’t have to struggle with tax jargons
any more. Just fill in a simple form, upload supporting
documents and that’s all. Our Tax experts will handle
the rest.
• Tax experts at CLP review your return before filing
for any missing information. It saves our clients from
hassles of IT notices due to incorrect efiling.
• In case you require help on tax liability calculation we are very much there to
help you out.
• We keep a tab of your IT return acknowledgement in cases where return is filled
without digital signatures
• You can always access your filing information for previous years in “my account”
section of our website.
6. Advantage Come Lets Plan
Unique platform dedicated to Salaried Class
Dedicated, Competent & Experienced team of Professionals
Full suite of financial services for employees under one roof
Multiple service channels including a 24x7 web portal
Extended support in case of any IT notices
Timely and quality financial advice: we constantly research,
track and evaluate changes in financial world
Unbiased advice: we are not associated with any financial
products provider.
We never sell or share data
Govt. approved Income Tax e-return Intermediary
7. Glimpse of Service Bundles
NRI Plan
efiling Plan It is usually chosen by clients who has
It is usually chosen by clients whose income from country except India and
requirement is to get income tax requirement is to get assisted
return documents reviewed by preparation of tax returns including
Income tax experts and efiling done. residency status determination and
income calculation
Premium Plan
It is usually chosen by clients who
want personalized consultancy in
financial decisions such as how to plan
and handle tax liability of capital gains
that arises when one sells property,
gold etc
8. Glimpse of our Advisory Services
Tax Planning Investment Planning
• Asset sale planning • Help to plan for long term and short
• Tax related investment planning term needs
• Tax saving investment instruments • Retirement Planning
selection • Financial products selection
Loan Planning Risk Planning
• Selection of best option among • Live value calculation and Insurance
available loan products requirement calculations
• Educating Pros and Cons of a • Other forms of risk and planning for
particular loan product them
• Refinancing options for existing
loans
