TaxPlan Founders Nominated for Bharat Shreshtha Ratna Sanman 2026: Transforming Tax Advisory Services in India

Meet the Founders Behind TaxPlan Advisors

TaxPlan Advisors is built on the combined professional experience of its founding team, whose backgrounds span taxation, auditing, compliance, and financial advisory.

Ramzan Hasnani, Founder and Director, brings more than 31 years of experience in taxation, compliance, and financial advisory. His professional journey has involved working with individuals, entrepreneurs, and businesses, giving him an understanding of the challenges taxpayers encounter when navigating financial regulations and statutory requirements.

Chirag N Shah, Co-Founder and Chartered Accountant, brings more than 26 years of experience across taxation, auditing, financial advisory, offshore accounting, tax structuring, compliance, and process design. His expertise includes supporting startups, small and medium-sized enterprises (SMEs), and growing businesses in establishing effective financial systems and managing compliance responsibilities.

Together, the founders contribute more than 57 years of combined professional experience. Their understanding of real-world financial challenges has helped shape TaxPlan’s approach to building a digital platform that combines technology with professional expertise.

Their nomination for the Bharat Shreshtha Ratna Sanman 2026 highlights the founders’ ongoing entrepreneurial journey and their efforts to develop a more accessible model for tax and compliance advisory services.

Addressing the Challenges Faced by Taxpayers

For many individuals and businesses, tax compliance can be complicated. Taxpayers may struggle to understand applicable regulations, identify the right professional, manage documentation, or determine whether their current financial decisions are appropriate.

Traditionally, finding a tax consultant has often depended on personal recommendations, local contacts, or existing professional relationships. While these channels can be valuable, they may limit access to specialists with experience in a particular industry or financial situation.

The challenge extends beyond filing income tax returns or submitting GST documents. Taxpayers may need guidance on deductions, tax planning, business transactions, regulatory obligations, financial records, and compliance-related decisions.

TaxPlan aims to address these challenges by creating a technology-enabled marketplace where individuals and businesses can connect with verified tax and compliance professionals. The platform is designed to make discovering relevant expertise easier while providing customers with greater choice when seeking professional assistance.

Beyond Tax Filing: A Focus on Expert Advisory

One of TaxPlan’s central objectives is to expand access to professional guidance beyond routine tax filing.

For example, a salaried employee may need clarification about tax-related matters. A freelancer may require assistance understanding income reporting obligations. A business owner may want an independent review of financial records, while a startup founder may need advice regarding a specific transaction or regulatory requirement. In such situations, professional consultation can help individuals understand their options and make better-informed decisions.

TaxPlan places emphasis on live consultations, professional choice, and second opinions. Customers may seek another perspective on a complex matter even when they already work with an accountant or financial advisor.

Access to a second opinion can be particularly useful when a financial decision involves multiple considerations or when a taxpayer wants to understand alternative approaches before proceeding. The platform’s broader vision is to make these interactions more accessible through a digital marketplace.

Building a Network of Verified Tax Professionals

A professional marketplace depends on the quality and relevance of its service providers. TaxPlan reports that it has built a network of more than 700 verified tax and compliance professionals, providing a foundation for connecting customers with relevant expertise.

For customers, access to a professional network can create more opportunities to find assistance suited to their requirements. For consultants, the platform aims to offer another channel for reaching potential clients beyond traditional referrals and local networks.

According to the company’s reported early-stage figures, TaxPlan has served 112 paying customers during its proof-of-concept journey and recorded customer collections exceeding ₹1.45 lakh. These figures provide an initial indication of customer activity as the company continues to develop its marketplace and service offerings.

The platform has launched Income Tax, Goods and Services Tax (GST), and Tax Deducted at Source (TDS) services, with additional compliance and advisory modules under development. As the business grows, strengthening customer experience, professional discovery, and service delivery will remain important to building long-term trust.

Institutional Support Through IIM Lucknow Enterprise Incubation Centre

Another important milestone in TaxPlan’s entrepreneurial journey is its incubation at the IIM Lucknow Enterprise Incubation Centre.

Incubation can support emerging businesses as they refine their business models, develop products, validate customer needs, and work towards sustainable growth. For a technology-enabled advisory marketplace, these areas are particularly important because the business must balance digital convenience with professional accountability.

TaxPlan’s development journey involves more than expanding its customer base. It also includes improving the technology infrastructure and building processes that support smoother interactions between customers and tax professionals.

Technology and AI Supporting Human Expertise

Technology is changing how people access professional services. Digital platforms, automation, and artificial intelligence are creating opportunities to simplify repetitive tasks, organise information, and improve customer experiences.

TaxPlan’s development roadmap includes additional advisory services, document management, customer dashboards, automation, and AI-supported tools. These capabilities are intended to make interactions more organised and efficient. For example, improved document management may help customers maintain important records, while dashboards can provide a more structured way to access relevant information.

AI-supported tools may also assist with information organisation and routine workflows. However, taxation and compliance often involve individual circumstances, changing regulations, and important financial consequences. Professional judgement and accountability therefore remain essential.

TaxPlan’s approach focuses on using technology to support access to expertise rather than treating automation as a replacement for qualified professional advice.

Making Tax and Compliance Services More Accessible

TaxPlan’s broader audience includes salaried employees, freelancers, small-business owners, startups, entrepreneurs, and growing enterprises.

Each group faces different financial and compliance requirements. An individual may need help understanding personal tax obligations, whereas a growing company may require support across GST, TDS, accounting, and other regulatory responsibilities. A digital marketplace can help bring these different requirements into one accessible environment, allowing customers to explore services and connect with professionals according to their needs.

Greater accessibility also involves clarity and transparency. Customers should be able to understand the service they require, the scope of professional assistance, and the next steps involved. By building around professional choice and technology-enabled access, TaxPlan aims to simplify the process of finding relevant tax and compliance support.

The Road Ahead for TaxPlan Advisors

The nomination of Ramzan Hasnani and Chirag N Shah for the Bharat Shreshtha Ratna Sanman 2026 comes at an important stage in TaxPlan’s development. With decades of combined advisory experience, an established network of professionals, early customer traction, and an expanding technology roadmap, the company is working towards its goal of making professional tax guidance more accessible.

Its next phase will involve strengthening the customer journey, developing additional advisory and compliance modules, and continuing to improve the platform’s technology and service experience.

As India’s financial and regulatory environment continues to evolve, demand for accessible, understandable, and dependable professional guidance is likely to remain important for individuals and businesses alike. TaxPlan Advisors is working to address this need through a model that brings customers and tax professionals closer together. By combining professional expertise with digital accessibility, the company aims to help taxpayers approach financial and compliance decisions with greater clarity and confidence.