Pillar 03 · Tax and security
Tax as part of a business decision
Tax consequences should not be analysed only after a decision has been made. In many cases they influence the choice of solution, the order of steps and the security of owners and managers.
I provide support both with individual tax issues and as part of ongoing advisory. The aim is not only to fulfil obligations correctly, but also to understand the risks and the possible consequences of the actions taken.
I advise and suggest solutions; I do not leave clients with a mere list of risk areas.
Ongoing tax advisory
I provide ongoing support to owners, management boards and people responsible for finance and accounting.
Ongoing tax advisory makes it possible to consult actions before they are implemented, rather than only when a problem or a question from the tax authority arises.
It may include:
- 01advising on current transactions
- 02assessing the tax consequences of contracts and decisions
- 03supporting the accounting or finance department
- 04preparing opinions and recommendations
- 05monitoring changes relevant to the business
- 06assistance in dealings with the tax authorities
- 07coordinating additional specialists
Tax reliefs
I help assess whether the business meets the conditions for using the available reliefs and how to prepare their settlement safely.
Then, working for example with the accounting team and the technology division, I help implement the chosen tax preferences.
The scope of cooperation may include:
- 01identifying potentially available preferences
- 02assessing the conditions for applying them
- 03analysing processes and the costs incurred
- 04preparing documentation rules
- 05working with the accounting team and the people responsible for projects
- 06assessing the risks associated with the settlement
- 07support in the event of questions or an audit
Local taxes
I support businesses that own real estate, industrial facilities, structures and extensive infrastructure in correctly determining their local tax obligations.
Cooperation may include:
- 01analysing the object of taxation
- 02assessing the classification of facilities and assets
- 03verifying tax returns
- 04analysing the consequences of investments or changes to real estate
- 05support in proceedings before the tax authorities
- 06preparing the business for an audit
- 07assessing the possibility of correcting earlier settlements
Transfer pricing
I help family businesses identify and fulfil obligations related to transactions between related parties.
In family groups, relationships may arise not only from the structure of the companies, but also from family and personal ties. That is why it is important to correctly identify the transactions and the rules for setting their terms.
The scope of support may include:
- 01identifying related parties and transactions
- 02analysing documentation obligations
- 03preparing and reviewing documentation
- 04assessing whether the terms applied are at arm's length
- 05support with tax statements and information returns
- 06preparing for an audit
- 07help in putting intra-group settlements in order
Tax audits and disputes
I support businesses and owners in dealings with the tax authorities, from the first verification activities to proceedings and disputes.
The aim is to put communication in order, gather the right materials and adopt a consistent strategy.
Cooperation may include:
- 01analysing the subject of the audit or proceedings
- 02preparing replies and explanations
- 03support during the authority's activities
- 04preparing arguments and appeals
- 05coordinating cooperation with the accounting team and other advisers
- 06assessing possible further courses of action
- 07conclusions and measures to limit similar risks in the future
Tax risk management
I help identify areas where the way the business operates, the flow of information or a lack of clear rules may lead to unnecessary risk.
Tax risk management does not have to mean creating an extensive system of procedures. Its scope should match the scale of the business and its actual needs.
Cooperation may include:
- 01reviewing the most important tax processes
- 02defining the responsibilities of individual people
- 03analysing the flow of information and documents
- 04preparing practical rules of conduct
- 05identifying transactions that require prior consultation
- 06preparing the business and its managers for an audit
- 07periodic review of the solutions adopted
You do not need to choose a specific service in advance. It is enough to briefly describe the situation, the decision or the kind of support you need.