Finance should feel calm.
Not complicated.
Most people dread tax season. Their CA calls in March, panic sets in, and somehow things get filed — until next year. We work differently. At Sunny Balani & Co., we sit with you through the year, understand your business, your goals, and your numbers — so that when deadlines arrive, there is nothing to panic about. Everything is already done.
CA Sunny Balani, FCA
"I started this firm with a clear belief: that most people don't hate taxes — they hate the confusion, the last-minute panic, and the feeling that they never quite understand what's happening with their own money."
I am a Chartered Accountant by qualification and a businessman by thinking. I come from a trading family, and that background shapes how I look at every client's situation — with a commercial lens, not just a compliance lens...
Compliance Calculators & Deadlines
Estimate tax savings under budget slabs, compute GST CGST/SGST breakouts, forecast compound SIP wealth, or view active regulatory deadlines.
Indian Income Tax Calculator (FY 2026-27)
Compare Old vs. New tax slabs including deduction configurations.
Deductions (Old Regime only)
GST Compliance Calculator
Verify CGST/SGST/IGST breakdowns for standard transaction invoices.
SIP Wealth Estimator
Model the compound growth of systematic investment allocations.
Filing & Compliance Deadlines
About Sunny Balani & Co.
A CA firm built on the belief that your finances should give you clarity — not anxiety.
CA Sunny Balani, FCA
ICAI Membership No. 168186I qualified as a Chartered Accountant and started Sunny Balani & Co. in 2015 with one purpose: to build a practice that works the way clients actually need it to work — present through the year, not only at deadlines.
I grew up in a business family. That background gave me a commercial instinct that I bring into every client engagement. I do not just look at numbers — I look at what those numbers mean for the business, and what decisions they should be driving.
I am an active participant in equity and derivatives markets. This is not incidental — it directly shapes the advice I give to clients who trade, invest, or manage complex portfolios. I understand the tax implications of F&O income, capital gains, and investment structures from lived experience, not just theory.
My approach to practice is built on four principles: clarity, structure, simplicity, and consistency. I want every client to leave a meeting knowing exactly what is happening with their finances, what has been done, what needs to be done, and why.
Qualifications & Credentials
- FCA — Fellow Chartered Accountant, Institute of Chartered Accountants of India
- ICAI Membership No. 168186
- ICAI Firm Registration No. 142030W
- Practicing since 2015
- Active equity and derivatives trader
The firm
Sunny Balani & Co. is a Chartered Accountancy firm based in Pune, practicing since 2015. We provide income tax, GST, audit, and business advisory services to individuals, professionals, and businesses across India.
Our clients include manufacturers, trading businesses, MSMEs, salaried professionals with complex income structures, real estate investors, HNIs, and NRIs with Indian assets. What connects them is not the type of income they earn — it is the approach they want from their CA: year-round, proactive, and clear.
We are a small, focused practice. Every client works directly with CA Sunny Balani, not delegated to a junior without oversight. Files are not left pending. Books are maintained through the year. Filings go out ahead of deadlines.
Our approach
Most CA-client relationships are deadline-driven. The CA calls in March, the client scrambles to send documents, returns get filed, and the cycle repeats next year. Very little actual planning happens.
We work differently. When a new client joins, we spend time understanding their business or income structure in detail — not just to file this year's return, but to build a picture of where they are and what good tax and financial management looks like for them specifically.
Through the year, we track their books, flag issues before they become penalties, and advise on decisions — a new property purchase, a restructuring, a bonus payout — before they happen, not after.
The goal is simple: your finances should always be in order. You should never be caught off-guard by a demand notice, a penalty, or a missed deadline. And you should always know exactly what your tax position is.
Areas of practice
Comprehensive statutory services for personal and corporate growth.
Income Tax — Individuals & Businesses
Full spectrum ITR filing, compliance planning, and tax strategy advisory.
GST Compliance & Advisory
Monthly GST returns, registration, annual GSTR-9 audits, and ITC reconciliation.
Capital Gains & Derivatives Taxation
Tax structuring for stock market portfolios, F&O derivatives, and intraday equity.
ESOP & Equity Compensation Taxation
Advisory on stock options vesting, global equity schemes, and dual taxation rules.
Business Advisory & Financial Planning
Practical commercial oversight, expense controls, and strategic growth blueprints.
Statutory & Tax Audit
Statutory company audits, Sec 44AB audits, and internal security control reviews.
NRI Taxation & FEMA Compliance
Capital repatriation auditing, property sales TDS Form 13 setups, and NRO returns.
Company & LLP Compliance
ROC filings, secretarial audits, annual statements, and regulatory drafting.
Startup Incorporation & Compliance
Fast-track registrations, DPIIT startup recognitions, and 80-IAC tax exemptions.
Our Services
We cover the full range of tax, compliance, and advisory work — so you have one team handling everything, working together through the year.
Income Tax Planning & Filing
Income tax is not just a form you fill once a year. The decisions you make through the year — how you structure your income, when you sell an asset, how you claim deductions — determine how much you pay. We handle ITR filing for individuals, HUFs, firms, and companies, and we work proactively through the year to ensure the return is a reflection of planning, not a last-minute computation.
This service covers
- Individual ITR filing — salary, business, capital gains, F&O, and mixed income
- HUF, firm, LLP, and company return filing
- Advance tax computation and quarterly payment
- TDS compliance — deduction, deposit, and quarterly returns
- Notices and assessments — drafting replies and representing before tax authorities
- Tax planning — structuring income and investments to optimise tax liability within the law
Active year-round direct tax structuring avoids penalty costs and reduces overall liabilities.
GST Advisory & Compliance
GST compliance, done right, is not complicated — but it requires consistency. Monthly returns filed on time, ITC reconciled correctly, and the annual return matching the books. Done poorly, it creates cascading problems: missed ITC, demands, interest, and penalties. We manage GST end-to-end so that compliance is never the source of a problem.
This service covers
- GST registration — new registrations and amendments
- Monthly and quarterly return filing — GSTR-1, GSTR-3B
- Annual return — GSTR-9 and GSTR-9C (reconciliation statement)
- ITC reconciliation with GSTR-2B
- GST audit support and representation
- Advisory on GST applicability, rates, exemptions, and classification
- E-way bill and e-invoice compliance
Complete reconciliation prevents Input Tax Credit leakages.
Capital Gains & F&O Taxation
Capital gains taxation and derivatives income are two of the most misunderstood areas of Indian income tax. The rules are specific — which gains are short-term, which are long-term, how F&O losses are treated, what grandfathering applies to pre-2018 equity holdings, and how real estate gains interact with indexation. We handle this with precision, and where you are an active trader, we understand your situation as practitioners, not just advisors.
This service covers
- Equity and mutual fund capital gains — STCG and LTCG computation
- F&O income computation and ITR-3 filing
- Intraday trading income treatment
- Real estate capital gains — with and without indexation
- Tax-loss harvesting — planning around year-end positions
- Advance tax computation for trading income
- Grandfathering computation for equity held before January 31, 2018
Claim subscriptions, advisory, and infrastructure costs against F&O returns.
ESOP & Equity Compensation Taxation
ESOPs, RSUs, and stock-based compensation create a tax event at two stages: at exercise or vesting, and again at sale. Many professionals are unaware of the full liability, or they discover it when the demand notice arrives. We ensure that ESOP taxation is computed correctly at each stage, advance tax is paid on time, and the disclosure in the ITR is complete.
This service covers
- Perquisite valuation at exercise — listed and unlisted company ESOPs
- Capital gains on subsequent sale of ESOP shares
- RSU and ESPP taxation — Indian and foreign company grants
- Advance tax planning around ESOP vesting and exercise schedules
- Foreign asset disclosure in Schedule FA (for foreign company ESOPs)
- Double taxation issues for employees who were in multiple countries during vesting
Reporting foreign stock allocations under Schedule FA is mandatory to avoid compliance notices.
Business Advisory & Financial Systems
The accounting and compliance work is necessary. But the value of having a CA who understands your business goes beyond that. We sit with business owners to look at their numbers differently — not just what the P&L says, but what it means, what it is hiding, and what decisions it should be informing. We help build systems so the business owner is not dependent on their CA to know how the business is performing.
This service covers
- Business health reviews — reading and interpreting financial statements
- Accounting system setup — Tally, Zoho Books, and other platforms
- Monthly MIS and management reporting
- Profitability analysis by product, segment, or division
- Business structure advice — proprietorship, partnership, LLP, or company
- Tax-efficient salary and remuneration structuring for owners and directors
- Cash flow planning and working capital management
Setup systems for real-time overview of cash flows and margins.
Statutory & Tax Audit
An audit is only as useful as the auditor's understanding of the business. We conduct statutory audits for companies and firms, tax audits under Section 44AB, and internal audits for businesses that want an independent review of their financial controls. Our approach is thorough but not adversarial — the goal is accurate reporting and useful findings, not friction.
This service covers
- Statutory audit under the Companies Act, 2013
- Tax audit under Section 44AB of the Income Tax Act
- LLP audit
- Internal audit and systems review
- Audit of trusts, societies, and non-profit organisations
Audits aligned strictly with ICAI standards on Auditing.
NRI Taxation & Compliance
Non-resident Indians with Indian assets — property, investments, bank accounts, or family businesses — face a specific set of tax and compliance obligations that differ significantly from resident taxation. Residential status determines the scope of taxability. FEMA governs repatriation. TDS applies at source on many transactions. We ensure that NRI clients are fully compliant and that they do not pay tax they are not required to pay under applicable treaties.
This service covers
- Residential status determination — resident, NRI, or RNOR
- NRI ITR filing — income from Indian assets
- TDS on property sale — Section 195 certificates and applications
- FEMA compliance for NRI bank accounts, investments, and repatriation
- Double Tax Avoidance Agreement (DTAA) relief and planning
- Property sale — capital gains computation and tax filing
- Lower deduction certificates — Form 13 applications
DTAA tax treaty checks prevent double deduction hazards.
Company & LLP Compliance
Incorporating a business is straightforward. Keeping it compliant through the year — annual returns, board meetings, ROC filings, DIR-3 KYC, and DPT-3 — requires consistent attention. Missed filings attract heavy penalties under the Companies Act. We track every compliance deadline for our corporate clients so nothing is missed.
This service covers
- Company incorporation — Private Limited and One Person Company
- LLP registration and compliance
- Annual ROC filings — AOC-4, MGT-7
- Director KYC — DIR-3 KYC
- Board meeting and AGM compliance
- Share transfers, allotments, and related filings
- Winding up and strike-off procedures
Complete ROC compliance dashboard keeps penalties at zero.
Startup Incorporation & Compliance
Setting up the right structure from the beginning saves significant cost and complexity later. We advise founders on the most appropriate legal entity, handle the incorporation, and set up the compliance framework — accounting, GST, TDS, and annual filings — so the founding team can focus on building the business rather than managing paperwork.
This service covers
- Entity selection — Private Limited, LLP, or OPC based on the business model
- Incorporation — MCA filings, PAN, TAN, and bank account setup
- DPIIT startup recognition
- GST and Shop Act registration
- Accounting setup — chart of accounts, bookkeeping system
- Ongoing compliance — monthly, quarterly, and annual filings
DPIIT startup recognition unlocks corporate tax exemptions.
Knowledge Hub
Articles, webinars, and tax resources for professionals, business owners, and investors across India.
GST ITC — what you can claim and what you cannot
A deep-dive review of Input Tax Credit rules, block credit sections, and reconciliations.
Tax audit under Section 44AB — what it covers and how to prepare
Preparing books of accounts, threshold limits, and avoiding compliance errors under 44AB.
Tally vs Zoho Books — setting up accounting for your business
A comparative review of the top Indian accounting platforms for cloud sync and invoice generation.
How to read your P&L statement as a business owner
Learn how to read gross margins, operating profits, and trace leaks inside your records.
F&O income and taxes — everything a trader needs to know
Understand derivative losses, audit requirements, and reporting guidelines for retail trading.
ESOPs and RSUs — how and when you are taxed
Understanding vesting taxes, capital gains on overseas sales, and reporting Schedule FA.
Capital gains in FY 2026-27 — equity, mutual funds, and real estate
Holding periods, tax rates, indexation updates, and standard deductions for asset sales.
Advance tax — who needs to pay it, and how to calculate it
Quarterly deadlines, interest penalties under Sec 234B/234C, and self-assessment setups.
Tax-loss harvesting — planning your March positions smartly
Off-setting short-term capital gains against losses before year-end, following wash-sale patterns.
ITR-3 filing for F&O traders — a walkthrough
Detailed step-by-step reporting guide for trading balance sheets, expenses, and capital returns.
How real estate capital gains are computed — with and without indexation
Comparative analysis of property sales using standard tax slabs vs 12.5% flat rules.
Selling property in India as an NRI — TDS, capital gains, and repatriation
Understanding Form 15CA/15CB, lower withholding rates, and NRO account transfers.
Residential status — resident, NRI, or RNOR, and why it matters
FEMA definition rules vs Income Tax physical presence days for global asset taxes.
FEMA rules for NRIs — NRE vs NRO accounts and what you can repatriate
Interest taxation differences, balance conversion limits, and FEMA declarations for NRIs.
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Free Resources
Factual, non-promotional tax templates, regulatory checklists, and capital reference guides.
Income Tax Calendar — FY 2026-27
All due dates for advance tax, TDS returns, ITR filing, and GST across the year.
F&O Trader's Tax Checklist
What to track through the year to make ITR-3 filing clean and accurate.
Capital Gains Quick Reference
STCG and LTCG rates, holding period rules, and indexation — all on one page.
NRI Property Sale — Step-by-step Tax Guide
Nine-step guide to selling property in India as an NRI, from TDS to repatriation.
Factual Tax & Regulatory Index
Direct compliance thresholds, statutory criteria, and legal indexes verified for Indian Tax Code FY 2026-27.
Section 44AD Presumptive Taxation (FY 2026-27)
Section 44ADA Presumptive Taxation for Professionals
Equity Capital Gains Slabs (FY 2026-27 Updates)
Real Estate Capital Gains Tax & Indexation Rules
GST Registration Threshold Limits
Section 80-IAC Startup Tax Holiday
Get in touch
If you would like to understand how we work, or discuss your specific situation, we are happy to have a conversation.
Get In Touch
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Firm Details
Office Address:
Office No. 5, First Floor, Shree Saishwar Apartments,
Above HDFC Bank, Raman Baug Chowk,
Narayan Peth, Pune – 411030
Phone: +91 95459 29200
Email: casunnybalani@gmail.com
Office Hours:
Monday to Saturday: 10:00 AM – 7:00 PM
Sunday: Closed
Careers at Sunny Balani & Co.
We are a small, focused practice. When we hire, we hire carefully — for attitude, curiosity, and the ability to communicate clearly with clients.
What it is like to work here
Direct, hands-on experience: We work on real client problems — not just form filling. A junior staff member in this firm will handle the full range of work: accounts, tax, GST, and client interaction. There is no siloed work here.
Clear communication values: We value clarity of thinking, reliability, and the ability to explain something simply. If you can make a client understand their tax situation in plain language, you will do well here.
Current Openings Hiring Now
Articleship — CA Inter / Foundation
Narayan Peth, Pune- Duration: 3 years (registered articleship under ICAI)
- Areas: Income tax, GST, audit, accounts, and business advisory
Junior CA / Semi-Qualified Assistant
Narayan Peth, Pune- Qualification: CA Inter cleared / CA Final appearing
- Experience: 0–2 years in a CA firm
- Role: Client file handling, ITR and GST filing, client communication
