CFO Works LLP – Mumbai’s Trusted Partner for Income Tax Filing and ITR Services in Mumbai

CFO Works LLP doesn’t just prepare tax forms it manages your entire tax life cycle. From collecting data to assessing deductions, filing returns, and responding to notices, every step is handled with accuracy and confidentiality.

1. Individual & Salaried Professionals

· Filing of ITR-1 & ITR-2 for employees, freelancers, and consultants

· Inclusion of multiple income sources: salary, house rent, capital gains, and interest

· Review of Form 16 and Form 26AS for tax credit reconciliation

· Optimization of deductions under Sections 80C, 80D, and 80G

2. Business Owners, Start-ups & SMEs

· Filing of ITR-3 & ITR-5 for proprietorships, partnerships, and LLPs

· Preparation of Profit & Loss statements and balance sheets

· Book reconciliation with GST, TDS, and ROC data

· Expert assistance with presumptive income schemes (Section 44AD/44ADA)

3. Corporate Tax Filings

· ITR-6 filing for Private Limited and Public Limited companies

· Advance tax estimation and computation

· Minimum Alternate Tax (MAT) and carry-forward of losses

· Handling of depreciation schedules and audit coordination

4. Non-Resident Indians (NRIs)

· Specialized ITR services for NRI income, investments, and capital gains

· Double Taxation Avoidance Agreement (DTAA) compliance

· Guidance on property sale, repatriation, and TDS certificates

5. Trusts, Societies & NGOs

· ITR-7 filing for charitable institutions

· Section 12A & 80G registration and renewal support

· Donation tracking and audit report submission

Filing taxes shouldn’t feel like solving a puzzle. CFO Works LLP has built a simple, transparent process that takes the guesswork out of compliance.

Step 1: Consultation & Assessment

The team begins by understanding your business structure, income streams, and compliance history. This diagnostic phase helps identify risks and missed deductions.

Step 2: Data Collection

All relevant documents Form 16, bank statements, invoices, and investment proofs are securely gathered and verified.

Step 3: Computation of Income & Deductions

Chartered Accountants compute total income under all heads (Salary, Business, Capital Gains, Other Sources) and apply relevant deductions and rebates.

Step 4: Preparation of Tax Return

An accurate draft ITR is prepared and shared for client review before submission to ensure transparency and clarity.

Step 5: E-Filing & Acknowledgment

CFO Works files your return through the official Income Tax e-filing portal and shares the acknowledgment (ITR-V) immediately.

Step 6: Post-Filing Support

Whether it’s refund tracking, scrutiny response, or tax notice handling, the firm provides continued assistance long after filing is complete.

· Entrepreneurs & Start-ups juggling compliance while raising funds

· SME Owners managing multiple revenue streams and GST filings

· Corporate CFOs & Accountants requiring expert review of complex data

· Freelancers & Consultants balancing irregular incomes

· NRIs needing local representation for Indian income sources

CFO Works LLP customizes its approach for each client type, ensuring accuracy whether you earn ₹10 lakhs or ₹100 crores.

✔ Comprehensive Tax Planning

The firm analyses financials well before the deadline, helping clients minimize liabilities through legitimate tax-saving instruments.

✔ Year-Round Compliance

Tax management isn’t seasonal. CFO Works monitors advance tax, TDS, and investment proofs across quarters.

✔ End-to-End Digital Support

Secure data exchange, e-signatures, and cloud-based document storage ensure clients can complete filings from anywhere.

✔ Dedicated Tax Advisors

Each client receives a personal tax advisor who provides ongoing guidance on new amendments, rebates, and compliance timelines.

✔ Confidentiality & Data Security

Data protection is paramount. Files are encrypted, and access is restricted to authorized tax professionals only.

CFO Works LLP educates clients so they understand which form applies to them:

The team ensures each client uses the correct form to prevent rejection or scrutiny.

1. Unclear Tax Classification

Many entrepreneurs misclassify income, leading to mismatched data with GST returns. CFO Works ensures alignment between all statutory filings.

2. Missed Deadlines

Mumbai’s fast pace often results in late submissions. Automated reminders and professional tracking keep clients punctual.

3. Insufficient Documentation

The firm assists in maintaining proper digital records, reducing risks during audits or assessments.

4. TDS Mismatches

Errors between Form 26AS and actual deductions are common. CFO Works reconciles these before filing to avoid refund delays.

5. Complex Business Structures

Multi-entity or foreign-funded businesses need consolidated reporting. CFO Works manages this seamlessly, integrating all financial layers.

1. Expert Chartered Accountants

Every ITR is reviewed by seasoned tax professionals with decades of experience in corporate taxation and audit.

2. Industry-Specific Knowledge

Whether it’s manufacturing, retail, tech, or finance, CFO Works understands sector-wise exemptions and reporting requirements.

3. Transparent Pricing

Flat, upfront pricing no hidden costs, no surprise bills.

4. 360° Financial Coverage

Beyond Income Tax Filing and ITR Services in Mumbai, the firm offers GST, ROC, and business registration support under one roof.

5. Local Expertise with a Global Outlook

Operating from Mumbai allows the team to stay updated on regional tax trends while maintaining national compliance standards.

At CFO Works, tax compliance isn’t just about filing it’s a business tool. Regular tax analysis helps identify profit drivers, cash leaks, and potential investment opportunities.

· Cash-Flow Forecasting: Predict upcoming liabilities to maintain liquidity.

· Expense Optimization: Recognize non-deductible costs and adjust spending.

· Tax-Saving Investments: Suggest Section 80C and 80D options suited to your cash profile.

· Audit Readiness: Keep books updated to face any future inquiries confidently.

This proactive approach converts tax data into actionable financial insight.

1. What documents are required for Income Tax Filing?
PAN, Aadhaar, Form 16/16A, bank statements, TDS certificates, investment proofs, and income details.

2. Can CFO Works LLP help with past-year ITR corrections?
Yes. The firm handles revised returns, rectification requests, and pending refund cases.

3. What happens if I miss the filing deadline?
A late fee under Section 234F may apply, along with interest on tax due. CFO Works ensures timely reminders to avoid this.

4. Do you assist with business tax audits?
Absolutely. The team prepares audit reports, liaises with auditors, and files Form 3CA/3CB & 3CD as required.

5. Are services available remotely?
Yes. Clients can share data and communicate digitally, making CFO Works a pan-India service provider headquartered in Mumbai.

As India moves toward complete digital governance, tax compliance will rely on real-time reporting and analytics. CFO Works LLP is already ahead adopting AI-driven reconciliation tools and automated reminders to eliminate manual intervention.

By 2026, more than 65 % of SMEs are expected to outsource their tax and compliance functions. CFO Works is leading this shift by offering dependable, affordable, and scalable solutions for every business stage.

In Mumbai’s high-velocity business environment, compliance should never slow you down. With CFO Works LLP’s Virtual CFO Services in Mumbai, entrepreneurs, SMEs, and corporates gain a trusted partner who manages the numbers so they can focus on the vision.

From accurate filings and audit support to long-term financial planning, CFO Works LLP ensures peace of mind every financial year.

If you’re ready to simplify your tax journey, choose the experts who make compliance effortless.

CFO Works LLP – Your Growth, Our Numbers
712, Kalpataru Avenue, Akurli Road, Kandivali (E), Mumbai 400101
Phone no: +91 22 3100 1050
Email Id: hello@cfoworks.in
Website: www.cfoworks.in
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