PARTNERSHIP FIRM · RAJKOT
Decades of experience,
under one roof.
Taxzo Finserv brings Accounting, Income Tax, GST, Financial Planning, Mutual Funds, Loans and Insurance together under one partnership — so your money matters are handled by one trusted team, not scattered across five consultants.
Yatin, Nirav & Nilesh — the partners you'll actually work with, not a rotating junior team.
ABOUT THE FIRM
Built as a partnership, on purpose.
Taxzo Finserv was founded on a simple idea: clients shouldn't have to manage a different advisor for every part of their financial life. Three partners — each with their own grounding in accounting, taxation and financial advisory — chose to build one firm instead of three separate practices.
That structure means your books, your tax filings and your investment plan are never working against each other. They're reviewed by people who sit in the same office and answer to the same clients.
WHAT WE DO
One partnership. Every number you need handled.
From your daily books to your income tax return, GST filings and long-term wealth — every service sits inside one firm, so nothing gets lost between advisors.
Accounting & Bookkeeping
Day-to-day books, ledgers and MIS kept clean and current — so you always know where your business stands.
Income Tax Filing & Planning
ITR filing, tax-saving strategy and assessment support for individuals, professionals and businesses.
GST Registration & Returns
Registration, monthly/quarterly returns and reconciliation — filed accurately and on time, every time.
Financial & Investment Planning
Goal-based planning for retirement, children's education and wealth creation, built around your income.
Mutual Funds
SIP and lump-sum mutual fund guidance matched to your risk appetite and time horizon.
Loans & Insurance
Loan facilitation and insurance advisory to protect and fund the goals your plan is built around.
HOW IT WORKS TOGETHER
One ecosystem, not six vendors
Each service hands real information to the next — so your accountant, your tax filer and your investment advisor are never working from three different pictures.
Every arrow is real information moving between your services — not a hand-off, not a re-explanation. One team, one file, the whole way through.
THE TAXZO DIFFERENCE
Why families and businesses in Rajkot choose us
Most people juggle a CA for tax, a broker for investments and an agent for insurance. We built one partnership so you don't have to.
One Roof, Three Partners
Accounting, taxation and financial planning are handled inside a single partnership — your accountant and your wealth advisor talk to each other, because they're at the same table.
Decades of Combined Experience
Our three founding partners bring years of hands-on practice across compliance, taxation and financial advisory to every client relationship.
Deadlines Never Missed
GST returns, ITR filings and compliance dates are tracked proactively — you get reminded before it becomes urgent, not after.
Direct Access to a Partner
You deal with a partner, not a rotating junior associate. Continuity matters when it's your money and your compliance record.
RESULTS FOR CLIENTS
What working with us actually changes
Numbers below are illustrative placeholders in the format we'd use — swap in real, client-approved figures once available.
Restructured tax planning for a retail business
Challenge: ad-hoc tax filing with no planning. What we did: shifted to proactive quarterly tax planning and eligible deduction review. Result: lower, more predictable tax outgo year over year.
Cleaned up books for a growing trading firm
Challenge: receivables tracked informally, cash position unclear. What we did: set up structured bookkeeping and a receivables follow-up system. Result: predictable, visible cash position month to month.
Built a goal-based investment plan for a salaried client
Challenge: no structured savings plan despite steady income. What we did: mapped goals to a mix of SIPs and insurance cover. Result: disciplined monthly investing aligned to retirement and education goals.
These are template case studies illustrating our process and reporting format. Ask us for real client outcomes (shared with permission) during your consultation.
THE PARTNERSHIP
Meet the founders
Taxzo Finserv is built and run by three partners who share responsibility for every client's accounting, tax and financial wellbeing.
Yatin Paun
Founding PartnerOne of three founding partners driving Taxzo Finserv's client relationships and day-to-day practice in Rajkot.
Nirav Sheth
Founding PartnerOne of three founding partners driving Taxzo Finserv's client relationships and day-to-day practice in Rajkot.
Nilesh Lakhani
Founding PartnerOne of three founding partners driving Taxzo Finserv's client relationships and day-to-day practice in Rajkot.
CLIENT REVIEWS
What clients say
A few words from people we've worked with in Rajkot.
CLIENT
"Everything from GST returns to my ITR is now handled in one place. No more running between different consultants."
CLIENT
"They actually explain things before filing anything. First firm that made my tax planning feel under control."
CLIENT
"Started my SIPs through them after years of putting it off. Simple process, no pressure, clear advice."
Sample review text shown for design purposes — you have 6 real 5.0★ Google reviews; swap in the actual review text before publishing.
COMMON QUESTIONS
Before you call
Both. We work with salaried individuals, professionals, traders and businesses of every size across Rajkot.
Yes — GST registration, monthly/quarterly return filing and reconciliation are handled as one ongoing service.
Absolutely. Financial planning, mutual funds, loans and insurance advisory are available as standalone services too.
A-604, RK Iconic, Nr. Ayodhya Chowk, 150 Feet Ring Road, Rajkot, Gujarat 360006. See the map below for directions.
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