Shares, Investments & Capital Gains Tax Advisory Services
JLNR & CO. Chartered Accountants assists investors, salaried employees, NRIs, promoters, startups and businesses with capital gains tax, investment reporting, AIS reconciliation, foreign asset disclosure, RSU/ESOP taxation, valuation support and investment-related compliance.
Investment Tax Services for Modern Investors
Investment taxation now requires careful review of broker statements, AIS/TIS, Form 26AS, capital gains reports, foreign holdings, dividend income, bonus/split data and tax disclosures.
Capital Gains Tax Computation
Computation and review of short-term and long-term capital gains from shares, mutual funds, ETFs, bonds and property-linked investments.
RSU / ESOP Taxation
Tax support for employee stock options, RSUs, foreign employer shares, perquisite taxation and sale reporting.
AIS / TIS Reconciliation
Reconciliation of investment income, capital gains, dividends, securities transactions and tax credits with AIS/TIS data.
Our Shares & Investment Service Coverage
Equity & Mutual Fund Taxation
- Listed equity capital gains
- Equity and debt mutual fund taxation
- ETF, REIT and InvIT income review
- Dividend income reporting
RSU, ESOP & Foreign Shares
- RSU vesting and sale tax review
- ESOP exercise and sale reporting
- Foreign employer share reporting
- Foreign tax credit support, where applicable
Foreign Assets & Schedule FA
- Foreign share disclosure support
- Foreign bank and brokerage account reporting
- Schedule FA review
- Foreign income reporting support
Crypto & Digital Asset Tax Review
- VDA transaction summary review
- Crypto gain/loss reporting support
- TDS on VDA review
- Exchange statement reconciliation
Unlisted Shares & Valuation
- Unlisted share transfer review
- Fair value working support
- Startup share valuation assistance
- Promoter and investor transaction support
Investment ITR Support
- ITR support for investors
- Capital gains schedule preparation
- Dividend and interest income reporting
- AIS mismatch review
Specialised Advisory Areas
Different types of investors require different tax treatment. We customise the review based on investment type, residential status, holding period and disclosure requirement.
Salaried Employees with RSUs / ESOPs
Support for perquisite value, Form 16 review, foreign share sale, foreign tax credit, Schedule FA and income-tax return reporting.
Active Traders & F&O Transactions
Review of trading turnover, profit/loss reporting, audit applicability, expense claims and business income classification.
NRIs with Indian Investments
Capital gains, TDS, mutual funds, shares, NRE/NRO income, repatriation-related tax documentation and ITR support.
Promoters & Startup Founders
Share transfer tax review, valuation support, founder ESOPs, unlisted share transactions and investor documentation.
HNI Investors & Family Portfolios
Portfolio tax review, capital gains planning, tax harvesting review, family investment reporting and net worth summaries.
Investors Receiving Tax Notices
Support for capital gains mismatch, AIS/TIS differences, high-value transaction notices and investment income clarification.
Our Investment Tax Workflow
Investment Profile Review
We understand your investment types, brokers, residential status, income sources and reporting requirement.
Document Checklist
Checklist is shared for broker statements, capital gains reports, AIS/TIS, Form 26AS, RSU/ESOP data and foreign holdings.
Tax Computation
Capital gains, dividend income, interest income, foreign income and tax credits are reviewed based on available records.
Reconciliation
Investment data is reconciled with AIS/TIS, broker reports, Form 26AS and other statements wherever applicable.
Client Review
Important observations, mismatches, tax impact and pending documents are shared before finalisation.
Filing / Reporting Support
Final tax reporting support is provided based on agreed scope, confirmation and available documents.
Frequently Asked Questions
Do I need to report all share and mutual fund transactions in ITR?
Capital gains, dividend income and relevant investment income must be reported correctly. The reporting depends on transaction type, income nature and ITR form applicability.
Can you help with RSU or ESOP taxation?
Yes. We assist with RSU/ESOP vesting, sale reporting, perquisite review, foreign tax credit and foreign asset disclosure support.
What if my AIS does not match my broker statement?
AIS/TIS mismatches should be reviewed carefully. We assist in identifying differences and preparing correct tax reporting based on records.
Do you support foreign share disclosure?
Yes. We assist with reporting of foreign shares, foreign bank or brokerage accounts, foreign income and Schedule FA disclosures.
Can you help with F&O trading tax reporting?
Yes. We support review of F&O profit/loss, turnover, audit applicability and reporting under business income where applicable.
How are professional fees decided?
Fees depend on number of brokers, transaction volume, foreign assets, RSU/ESOP complexity, crypto transactions, notices and reconciliation effort.
Need Shares, Investments & Capital Gains Tax Advisory Support?
Share your investment type, broker details, capital gains statement, AIS/TIS data, RSU/ESOP details, foreign assets if any, and support required. We will review and suggest the suitable scope of work.
JLNR & CO. Chartered Accountants
Mobile: +91 76766 15955 | Website: www.jlnrco.com