TaxBuddy: Income Tax & Finance

TaxBuddy is a comprehensive platform designed to simplify tax filing, compliance, and investment management for individuals and businesses. Whether you’re a salaried employee, business owner, or professional, TaxBuddy has you covered. Beyond taxes, our Portfolio Doctor feature empowers users to analyze and optimize their investments, providing tailored insights to achieve financial success. With expert support and advanced tools, TaxBuddy ensures you stay ahead in your financial journey.

Core Features and Services

Income Tax Filing

• Expert-assisted filing for accurate and stress-free submissions.
• 24/7 post-filing support for peace of mind.
• Free resolution of IT notices for returns filed through TaxBuddy.

Portfolio Doctor

• Analyze your mutual fund portfolio in minutes with advanced, actionable insights.
• Seamlessly import your mutual fund data via OTP-based verification from trusted registrars like CAMS and KFintech.
• SMS permission is used only to auto-read OTPs for secure and accurate import of investment data.
• Download a customized portfolio report with personalized recommendations to optimize your returns.

Wealth Builder

• Personalized investment advisory tailored to your financial goals.
• Expert recommendations based on past investments and future plans.

No-Commission Mutual Funds

• Review historical fund performance and analyze risk levels.
• Get estimated future returns and make informed decisions.
• Choose funds confidently with our advanced rating system.

Tax Notices Assistance

• Effortlessly upload and track your tax notices.
• Expert support for preparing and filing responses with the Income Tax Department.

GST Registration and Filing

• Hassle-free GST registration for businesses.
• Tax assistance for timely GST return filings.
• Comprehensive GST compliance and advisory services.

Tax Planning

• Detailed tax reports of your investments for better planning.
• Expert advice to maximize your tax savings.
• Simple, user-friendly interface for seamless planning.

Other Tax and Business Compliances

• Support for TDS, TCS, ROC filings, and more.
• Assistance with business setups, including legal and statutory compliances.
• Accounting and reporting services for SMEs.

TaxBuddy combines expert assistance with advanced tools to deliver unmatched ease in tax filing, investment management, and compliance. Simplify your financial journey with us today!

Security & Permissions:
To provide a seamless and secure experience, TaxBuddy uses SMS permission only to auto-read OTPs during key financial transactions—such as verifying your number for mutual fund imports via Portfolio Doctor and resetting your password. This helps ensure accurate data import and a smoother user experience. We do not access or store any personal messages beyond what’s required for OTP verification.

Source & Disclaimer: We’ve sourced the information from incometaxindia.gov.in. TaxBuddy does NOT represent any government entity. It is NOT affiliated with the Income Tax Department of the Government of India.