YOUR PERFECT BUSINESS GROWTH PARTNER

We recognize that client satisfaction is the key to our success.

Just call us. We can answer all your questions

We will manage all your tax and compliance

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leading chartered accountants (ca) firm

Innovation is the specific tool of entrepreneurs, the means by which they exploit change as an opportunity for a different business or a different service. The entrepreneur in us sees opportunities everywhere we look, but many people see only problems everywhere they look. The entrepreneur in us is more concerned with discriminating between opportunities. A P L A N AND ASSOCIATES was incorporated to grab these opportunities.

The firm was founded by CA. Abhay H. Joshi in 1987 in Mumbai and converted into partnership firm in December 2022.

Why We Are Different

We provide insight and advice on financial planning, tax compliance and investment strategies. Our knowledge and skills can help companies save money, avoid costly mistakes and make smart decisions for the future. No matter how big or small your business, there is always the perfect chartered accountant for your business. We’ll assist you thrive and beat your competitors, enabling you to stay ahead of the competition.

Our philosophy is of partnering with our clients and not being a distant service provider. We listen to and understand our client-specific needs & respond by delivering quality services. We anticipate our client-specific need and partner in their progress.

OUR VISION

We intent to provide most trusted and reliable professional services globally.

OUR MISSION

The Mission of our firm is to provide client with the " One stop solutions for all "

OUR VALUES

To satisfy expectations of our client by best professional services, while maintaining independence, integrity, hard work & commitment to work.
QUALIFIED TEAM – Our firm comprises of qualified & experienced professionals.
ROBUST SERVICES – We offer sound financial solutions and advices that help client in achieving milestone with ease.
FOLLOW UP – We always have proactive follow-up approach till work gets done.
COMMITMENT – When we say we will do something, consider it is done.
RESPECT – We hold achievement in high esteem and assist each other to reach their full potential.

Services we provide

Bank Audits

Our dedicated team brings expertise in conducting thorough examinations of financial institutions. Our tailored audit services encompass a meticulous review of financial statements, risk management procedures, and internal controls. We specialize in ensuring regulatory compliance, identifying potential operational enhancements, and offering valuable insights to optimize the overall financial health of the bank. By delivering comprehensive and accurate audit reports, we contribute to building trust among stakeholders and assisting financial institutions in maintaining the highest standards of transparency and accountability in the banking sector.

Income Tax

Continuous development and increasing complexities in economic environment leads legislators to bring rapid changes in tax laws. We provide in-depth and well thought advice to our clients. Whether are you thinking for a restructuring of your business or coming to terms with frequent changes in tax regulations, our professional team advice you how to confront and navigate through those situations and provide an accurate and deep insight to meet business needs.

GST

Goods and Services Tax (GST) compliance, our team is committed to delivering meticulous and comprehensive audit services. Specializing in examining financial records and transactions, we ensure that businesses adhere to GST regulations and guidelines. Our expertise lies in verifying the accuracy of GST returns, assessing input and output tax, and evaluating compliance with GST laws. By offering tailored audit solutions, we help businesses maintain regulatory compliance, minimize risks, and optimize their GST processes. Our services contribute to the seamless integration of GST into financial operations, providing businesses with the assurance of accurate and compliant tax practices.

TDS

we specialize in conducting comprehensive TDS audits. Our dedicated team ensures businesses adhere to TDS regulations by meticulously reviewing financial records, verifying TDS deductions, and assessing compliance with tax laws. We focus on confirming the accuracy of TDS returns, analyzing withholding tax transactions, and identifying potential areas for improvement in compliance processes. Our tailored TDS audit services aim to assist businesses in maintaining accurate and compliant tax practices, minimizing risks, and ensuring adherence to regulatory requirements. Through our expertise, we contribute to the effective and streamlined management of TDS obligations for our clients.

Corporate Advisory Services

As a provider of Corporate Advisory Services, our team is committed to delivering strategic guidance to businesses seeking expert counsel. Specializing in comprehensive corporate advisory, we offer tailored solutions in areas such as mergers and acquisitions, financial restructuring, and strategic planning. Our services include in-depth analysis, risk assessment, and personalized recommendations to optimize business operations and foster growth. By leveraging our expertise, we assist clients in making informed decisions, navigating complex challenges, and achieving their long-term corporate objectives. Our Corporate Advisory Services aim to enhance overall business performance, ensuring clients are well-positioned for success in dynamic and competitive markets.

Audit & Assurance

Our Assurance, Audit and Attestation services are aimed at assisting stakeholders who could either be money lenders or investors. Moreover, these facilities aid the organisations seeking to expand to international financial markets.  Aplan and Associates offers a panoptic range of services inclusive of compilations, audits and reviews. Such services facilitate an organisation with a deep understanding of the core of business growth.

Business Process Outsourcing

As a Business Process Outsourcing (BPO) service provider, we specialize in delivering efficient and cost-effective solutions to meet the diverse needs of businesses. Our comprehensive BPO services encompass a wide range of processes, including customer support, data entry, finance and accounting, human resources, and more. With a focus on operational excellence and scalability, we tailor our outsourcing solutions to streamline business processes, enhance productivity, and reduce operational costs. Our dedicated team leverages industry expertise and cutting-edge technology to ensure seamless outsourcing experiences, allowing businesses to concentrate on their core competencies while we handle non-core functions. Through our BPO services, we aim to provide clients with a strategic advantage, allowing them to achieve greater efficiency and flexibility in today’s competitive business landscape.

Startup Services

our dedicated team specializes in offering comprehensive support to entrepreneurs and early-stage ventures. Our services cover a spectrum of startup needs, including business registration, legal compliance, financial planning, and strategic guidance. We understand the unique challenges faced by startups and tailor our solutions to foster growth, scalability, and sustainability. From ideation to execution, we provide assistance in developing business plans, securing funding, and navigating regulatory frameworks. Our goal is to empower startups with the tools and resources needed to thrive in dynamic markets. Through our Startup Services, we aim to be a strategic partner on the entrepreneurial journey, helping startups turn their visions into successful and resilient businesses.

Bank Audits

Income Tax

GST

TDS

Corporate Advisory Services

Audit & Assurance

Business Process Outsourcing

Startup services

our partners

CA Abhay Joshi

Managing Partner

B.Com., L.L.B.(Gen), FCA, DISA(ICAI)

36years of Experience
Assurance Services to Corporates, Banks and Advisory Services in Financial Sector. Rich experience in Audit of Nationalised, Private and Co-op. Banks.

CA Lalit Gawde

Partner

M. Com., FCA

17years of Experience
Assurance, Tax Advisory and compliance Services to Corporates, Individual, Charitable Trust, Co-op Societies.

CA Aditi Joshi

Partner

M. Com., FCA, Diploma in Banking and Finance.

15years of Experience
Assurance Services including Tax Audits, GST Audits., Accounting and support services to NGOs, Trust, RERA and Financial Consultancy.

CA Prashant Bamane

Partner

B Com., FCA

6years of Experience
Statutory and Internal Audits including Management Audits. System Audit. Direct and Indirect Tax Compliance and Advisory.

CA Namrata Charwekar

Partner

B. Com., ACA

5years of Experience
Direct and Indirect Tax Compliance and Advisory. Concurrent Audit of Banks. Consultancy to Corporate and Non Corporate entities.

Just call us. We can answer all your questions

our clients

Our client list includes domestic and international entities of various sizes from different industries. Our team provide financial solutions in a manner where client satisfaction is top priority.

We Are Business Taxation & Consulting firm India and we ensure confidentiality and professional ethics, names and nature of business of clients are not provided on the website.

We recognize that client satisfaction is the key to our success. Therefore, our service is customised to ensure that you receive the advice and meet your individual needs, regardless of size or complexity.