Frequently Asked Questions

NRI ITR filing is scoped based on the complexity of your income sources (salary, rental, capital gains, or foreign tax credits). We determine the scope after a free initial review of your documents so that you know exactly what is involved before we begin.

Bookkeeping engagements are structured around your monthly transaction volume and specific reporting needs (such as monthly P&L, balance sheet, and bank reconciliation). Higher transaction volumes or add-on services like accounts payable/receivable management are scoped separately upfront.

Our Virtual CFO services are designed to scale with your business growth. A standard engagement includes monthly financial reviews, cash flow forecasting, a KPI dashboard, and strategy sessions. Board reporting, fundraising support, and intensive financial modeling can be added as needed.

No, the initial consultation is always free. It is a 20-minute video call where we understand your requirements, discuss how we can help, and outline the scope of a potential engagement.

We accept wire transfers (SWIFT), Wise, and Razorpay international payments. We issue invoices with clear instructions for international transactions. Fees can be settled in USD or INR depending on your business preference.

It's a 20-minute video call (Zoom or Google Meet) where we listen to your situation — what income or assets are involved, what countries you have ties to, what you're currently struggling with. We'll tell you whether we can help, what the engagement would look like, and outline the scope of the engagement. No obligation.

Nothing — just come with your questions. We'll send you a detailed checklist after the call if we move forward. For NRI tax filing, the typical list includes Form 16/16A, AIS (Annual Information Statement), bank statements for Indian accounts, and property documents if applicable.

Most clients are onboarded within a week of the initial call. For bookkeeping, setup (connecting to your accounting software, reviewing chart of accounts) typically takes 3–5 business days.

No. All consultations happen over Zoom or Google Meet. We work with clients across India, the US, UK, Canada, and UAE — video calls and secure document exchange are how this practice is built.

Every client has a dedicated point of contact on our team. For complex engagements (cross-border tax planning, Virtual CFO), Dinesh Kumar Singathi is personally involved in the strategy and review.

Primarily through our client portal (for documents and formal communication), email, and scheduled video calls. For quick questions, we're also available on WhatsApp — though we don't recommend sending sensitive documents over WhatsApp.

Email us or send a message through the client portal. We respond within one business day — usually faster. For Virtual CFO clients, we're available for ad-hoc calls as part of the engagement.

We track every deadline (ITR, GST, TDS, IRS if applicable) and send reminders well in advance. We've never missed a filing deadline — and we flag potential issues before they become problems.

Through our secure client portal (TaxDome). Never over email. The portal uses encryption for storage and transmission, and you control access to your documents. We'll send you a login link during onboarding.

Yes. We use TaxDome, which provides encrypted document storage, secure messaging, and audit trails. We don't store your documents on personal devices or share them outside our team. Our privacy policy covers exactly what data we collect and how it's used.

Yes. We use digital signatures through the client portal. You review the return on a video call, approve it, and sign electronically — no printing, scanning, or posting.

No. We will never ask you to send PAN cards, bank statements, tax returns, or other sensitive documents over email or WhatsApp. Everything goes through the client portal. If you receive such a request claiming to be from us, it's not from us — contact us directly.

We schedule calls at times that work for your time zone — we regularly take calls in the evening IST to accommodate US Eastern and Pacific time zones. Our team is available Mon–Fri, 10:00 AM – 7:00 PM IST (12:30 AM – 9:30 AM US Eastern).

Absolutely. For NRI clients, we routinely coordinate with US CPAs — providing the Indian return summary, DTAA credit calculations, and any documentation they need for the 1040. We can speak directly with your CPA if that's easier.

We actively serve clients in India, the USA, UK, Canada, and UAE. If you're in another country with financial ties to India, reach out — there's a good chance we can help.

No. Everything is handled remotely — video consultations, digital signatures, secure document exchange through the portal. You don't need to be in India for any part of the engagement.