Looking for tax consultant to help in investment phase ITR (Delhi)

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amit

amit (Querist)
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26 January 2022 Looking for tax consultant to help in investment phase ITR
please touch base at infowhiztech@gmail.com

Asha Kanta Sharma

Asha Kanta Sharma

(Expert)
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03 August 2024 To find a tax consultant for handling your investment phase ITR (Income Tax Return) in Delhi, consider the following steps:

1. **Research and Shortlist**:
- **Online Search**: Look for tax consultants or Chartered Accountants in Delhi who specialize in investment-related tax matters. Websites like Justdial, Sulekha, or professional networks like LinkedIn can be helpful.
- **Professional Networks**: Reach out to your professional network or ask for referrals from friends and family who may have had similar services.

2. **Contact and Consult**:
- **Initial Contact**: Email or call the shortlisted consultants to discuss your requirements and see if they can handle your investment-related ITR needs.
- **Consultation**: Arrange a consultation meeting to discuss your specific tax situation, their fees, and their approach to handling your ITR.

3. **Check Credentials**:
- **Qualifications**: Ensure that the consultant is a qualified Chartered Accountant or a tax professional with relevant experience.
- **Reviews and References**: Check reviews or ask for references to verify their reputation and service quality.

4. **Discuss Scope of Work**:
- **Investment Phase ITR**: Make sure the consultant understands the specifics of your investment phase and can handle complex investment-related tax issues.
- **Fee Structure**: Clarify the fee structure and ensure there are no hidden costs.

5. **Finalize the Consultant**:
- **Agreement**: Once you choose a consultant, finalize the agreement and provide them with all necessary documentation and information related to your investments.

Feel free to reach out to consultants via the email you provided (`infowhiztech@gmail.com`) or other methods as per your preference. If you need any specific help finding a consultant or have more questions, let me know!