Partner-Led Team • ICAI-Registered CA Firm

IMAK Advisory — Tax, Audit, GST & Virtual CFO

IMAK Advisory is an ICAI-registered CA firm for income tax, GST, audit, ROC and virtual CFO India support. Get a written scope from a partner-led team.

15+ Yrs
Partner Experience
ICAI UDIN
Verified Filings
100%
Confidential (NDA)
15-Minute Guaranteed Response

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Experienced Chartered Accountants review your requirements under strict confidentiality.

Strict NDA PrivacyCertified Chartered Accountants
Verified Practice Information

Key Facts About IMAK Advisory

ICAI Code of Ethics & Strict Professional Independence
Constitution
ICAI-Registered CA Firm
Practice of Chartered Accountants authorized to sign audit reports & certifications.
Headquarters
Whitefield, Bengaluru
ITPL Main Rd, Bengaluru. Physical meetings locally; digital delivery across India.
Partner Experience
15+ Years CA Practice
Direct partner oversight on every return, audit report, and cross-border certificate.
Engagement Model
Written Scope & Fixed Fees
Documented responsibilities, timelines and fee quotes agreed before commencement.
Our Core Practice Verticals

Specialized CA & Advisory Services

Partner-reviewed execution across corporate tax, statutory assurance, company law, and fractional CFO controllership.

Direct Taxation

Income Tax Return & Tax Planning

Corporate and personal ITR filing, Advance tax estimation, Section 63/44AB tax audit readiness, and notice representation.

Indirect Taxation

GST Registration & Return Filing

GSTIN verification, GSTR-1 & GSTR-3B monthly filing, ITC reconciliation with GSTR-2B, and rate advisory under GST slabs.

Audit & Assurance

Statutory Audit & Assurance

Independent financial statements auditing under Companies Act 2013 and ICAI Standards on Auditing, with mandatory UDIN certification.

Corporate Legal

Company & LLP Setup

SPICe+ incorporation for Private Limited, OPC and LLP structures, MOA/AOA drafting, PAN/TAN, and bank account setup.

Financial Advisory

Virtual CFO Services India

Fractional CFO leadership: cash runway modeling, monthly MIS reporting, financial governance, budgeting, and board advisory.

Cross-Border

NRI Taxation & Form 15CA/15CB

Residential status determination, capital gains on property sales, lower deduction certificates, and CA certified Form 15CB for remittances.

Tailored Advisory Support

What a CA Firm Does at Each Stage of Business

Matching the scope to your stage avoids paying for work you do not need yet, and eliminates compliance gaps that become expensive later.

01

Individuals & Families

Accurate ITR filing matching Form 26AS & AIS, capital gains from equity and property, foreign assets disclosure, and unified family tax planning.

Focus: Consistent Reporting & Advance Tax
02

New Businesses & Startups

Entity structure (Private Limited vs LLP), founder cap table, GST/TDS registrations, accounting setup, and first-year statutory compliance.

Focus: Structural Setup & Compliance Calendar
03

Growing MSMEs

Section 63/44AB tax audits, multi-state GST, payroll & PF/ESI compliance, CMA data for bank loans, and monthly fractional CFO oversight.

Focus: Monthly Control & Cash Flow Visibility
04

Established Companies

Independent statutory audits, internal financial controls (IFC), board-level MIS, cross-border transfer pricing, and M&A due diligence.

Focus: Audit Independence & Governance
Strategic Executive Controllership

Virtual CFO India:
What It Is & When It Fits

A virtual CFO provides the leadership of a seasoned Chief Financial Officer on a fractional, part-time basis. Ideal for businesses that have outgrown basic bookkeeping but do not yet require a full-time in-house CFO salary.

Rolling 13-week cash flow forecasting and runway optimization
Monthly MIS reports: Unit economics, departmental P&L, receivables ageing
Comprehensive compliance calendar aligning GST, TDS, ITR, and ROC
Board & investor reporting packs with audit data room management
Finance Leadership Comparison
FeatureAccountantVirtual CFOFull-Time CFO
Main FocusTransactionsStrategy & ControlsExecutive Team
TimeDaily entryFixed monthly daysFull time
Board MISRarelyYes (Monthly)Yes
Cost ModelSalary / Basic feeAgreed RetainerHigh Executive CTC

Note: Where IMAK Advisory serves as your statutory auditor, independence rules apply to keep roles properly separated.

Our 7-Step Governance Workflow

From First Call to Ongoing Statutory Compliance

Every engagement follows an audited, repeatable methodology governed by senior chartered accountants.

STEP 01

Discovery Call

We review your entity type, past filings, and what triggered the need (deadline, notice, bank CMA, or expansion).

STEP 02

Document Review

We evaluate past returns, trial balances, and notices before quoting, ensuring scope is based on verifiable facts.

STEP 03

Written Scope

Responsibilities, deliverable schedules, exclusions, and fixed fee quotes are documented in an engagement letter.

STEP 04

Onboarding & Portals

Access to government portals is established via authorised roles rather than shared passwords.

STEP 05

Execution & Review

Our senior team compiles the filing; a partner reviews every computation and report before submission.

STEP 06

Reporting & UDIN

You receive certified acknowledgments, filed copies, and an executive summary of action items.

STEP 07

Annual Alignment

We review annual legislative changes (e.g. Income-tax Act 2025) and calibrate your ongoing compliance scope.

Our Firm Guarantee

Direct Partner Review

No junior filings. Every audit report, tax return, and certificate carries direct partner scrutiny and ICAI UDIN verification.

Knowledge & Tax Advisory

Latest Insights & Statutory Guides

Practical guides written by Chartered Accountants on compliance, EPF rules, PPF tax exemptions, and banking protocols.

View All Knowledge Guides
How to Get UAN Number: Generate, Activate and Find Your EPF UAN
Payroll & EPF ComplianceLive Guide

How to Get UAN Number: Generate, Activate and Find Your EPF UAN

How to get UAN number through the UMANG app with Aadhaar face authentication, find an existing UAN, link it to a new employer and fix common errors.

6 min readRead Full Guide
Leverage Meaning in Tamil, Telugu and Marathi – With Finance Examples
Corporate Finance & ValuationReleases 11 Nov

Leverage Meaning in Tamil, Telugu and Marathi – With Finance Examples

Leverage meaning in Tamil, Telugu and Marathi, plus financial, operating and combined leverage formulas and a worked example by CAs.

8 min readScheduled Release
What Is Recurring Deposit? Meaning, Interest, Tax and How It Works
Banking & Interest TaxationReleases 9 Nov

What Is Recurring Deposit? Meaning, Interest, Tax and How It Works

What is recurring deposit, how RD interest and maturity are calculated, bank vs post office RD, TDS and tax on RD interest – explained by CAs.

6 min readScheduled Release
Statutory Standards & Governance

Firm Transparency & Compliance Standards

Core insights on recurring statutory deadlines, common audit mistakes, and our professional boundaries.

Recurring Deadlines

Most statutory penalties arise from missed deadlines. Our automated calendar monitors:

  • Advance Tax: 15 June, 15 Sept, 15 Dec, 15 March
  • Non-Audit ITR: 31 July
  • Tax Audit Reports: 30 September
  • GSTR-1 & 3B: Monthly / QRMP Scheme
  • ROC AOC-4 & MGT-7: Post AGM filings
Verified against Income Tax & MCA guidelines.

Mistakes We Prevent

Frequent filing pitfalls that trigger automated scrutiny notices:

  • ITR mismatch with 26AS & Annual Information Statement
  • Claiming GST ITC missing in GSTR-2B
  • Omitting foreign assets & Form 15CA/CB remittances
  • Mixing personal and business expenses in one account
Prevented via monthly ledger reconciliation.

Boundaries of Practice

Ethical limits defined by ICAI guidelines to protect our clients:

  • We prepare applications; authorities issue certificates
  • No fake guarantees on assessment outcomes or refunds
  • Zero distribution of third-party loans or insurance
  • We never file inaccurate disclosures, even if requested
Strict adherence to ICAI Code of Ethics.

Income-tax Act, 2025

In force from 1 April 2026, replacing the 1961 Act with modernised section mappings (e.g. Tax Audit Section 44AB mapped to Section 63) and simplified “tax year” terminology.

Our team maps dual provisions during the changeover so neither past returns nor new compliance are compromised.

Active legislative mapping support.

Strict Confidentiality

Financial records are strictly guarded under the ICAI Code of Ethics. Access is limited solely to assigned team members.

We use role-based government portal authorizations and provide mutual Non-Disclosure Agreements (NDAs) for corporate engagements.

100% NDA Protection & Access Controls.

Onboarding Checklist

Documents that speed up initial discovery & scope:

  • PAN, Aadhaar / Certificate of Incorporation
  • Past 2 years ITR computations & Form 26AS/AIS
  • Bank statements & Trial Balance for the year
  • GST certificates & any statutory notices received
Accelerates scope quote within 24 hours.
ICAI & Statutory Knowledge Base

Frequently Asked Questions About Our CA Firm

Detailed answers prepared by senior Chartered Accountants and corporate advisors.

Statutory Authority & Compliance Framework

CA Firm for Tax, Audit, Compliance and Virtual CFO India Support

IMAK Advisory is an ICAI-registered CA firm with its office in Whitefield, Bengaluru, working with individuals, NRIs, startups, MSMEs, LLPs and companies across India. As a chartered accountant firm, we handle the work that the law reserves for chartered accountants – statutory audits, tax audits and CA certificates signed with a verifiable UDIN – along with the everyday compliance that keeps a business running: income tax returns, GST returns and reconciliation, TDS, payroll and annual ROC filings.

Choosing a CA firm is a decision about accountability. Before engaging any firm, ask for its ICAI Firm Registration Number, the name and membership number of the partner who will sign your reports, and a written engagement letter that lists the scope, timelines and exclusions. A good firm will share these without hesitation, and will tell you plainly which services you need and which you do not.

For growing companies, our virtual CFO India service brings CFO-level planning without a full-time salary. A virtual CFO closes the books on a fixed calendar, prepares MIS and cash flow forecasts, tracks budgets, oversees GST, TDS and ROC deadlines and prepares reports for the board, investors and lenders. Because this sits inside a chartered accountant practice, the management numbers and the statutory filings are reviewed by the same team, which reduces the mismatches that lead to notices and delays in due diligence.

Our CA services are grouped into four areas. Tax and audit covers income tax return filing, tax planning, tax audit, statutory audit, GST registration and returns, notices and appeals, and NRI taxation. Corporate and legal covers company and LLP registration, Startup India and MSME registration, trademark filing support, annual ROC compliance, director changes and the Import Export Code. Advisory and strategy covers virtual CFO services, business valuation, CMA and project reports, financial due diligence and support on mergers and acquisitions. Operations and cross-border work covers bookkeeping, payroll, cloud accounting, financial statements, FEMA and FDI compliance, Form 15CA and 15CB and transfer pricing.

Since 1 April 2026, the Income-tax Act, 2025 has replaced the Income-tax Act, 1961, with new section numbers and the "tax year" concept, while income earned up to 31 March 2026 is still assessed under the old law. Our chartered accountants map the old and new provisions for each client so that returns, audit reports and certificates use the correct references during the changeover.

We do not publish fees. The cost of any engagement depends on your entity type, transaction volume, the condition of your records and how often you need support, and our team shares the exact total in writing after reviewing your documents. We are not a government office, we do not arrange loans and we do not promise refunds or outcomes that only the authorities can decide.

To speak with our team, visit IMAK Advisory at ITPL Main Rd, Pattandur Agrahara, Whitefield, Bengaluru, Karnataka 560066, call or WhatsApp +91 79798 50684, or email imakadvisoryteam@gmail.com. Share your requirement and recent documents, and a member of IMAK Advisory will review them and come back with a clear, written scope.

Partner-Reviewed Accounting & Statutory Advisory

Start a Conversation With Our Senior CA Team

Discuss corporate tax optimization, statutory audit timelines, or virtual CFO support under strict confidentiality.