The importance of taxation in business management
Taxation is a fundamental element in the management of a company and in the financial life of individuals. It is not simply a legal obligation, but represents a major strategic challenge. As part of our consulting, accounting and auditing services, the tax aspect is always at the heart of our concerns. It is systematically integrated into every piece of advice we give and every decision we take, because its impact can be considerable on the financial health of a company or an individual.
Effective tax management not only ensures compliance with current legislation, but also optimizes our customers’ financial situation. It can make the difference between a successful business and one that is struggling to grow. For individuals, a sound tax strategy can significantly improve their long-term wealth situation.
Our tax services
Preparing and filing tax returns
Our tax expertise begins with the preparation of tax returns. This basic service is crucial, as it is the starting point for any tax strategy. We make sure that every tax return is completed accurately, taking advantage of all the legal possibilities for deductions and allowances, while scrupulously complying with current legislation.
In addition to simple tax declarations, we offer services for calculating tax estimates, for both individuals and companies. These estimates are particularly useful in a variety of situations:
- For companies, they enable them to anticipate the future tax burden and adjust their financial strategy accordingly.
- For individuals, they are invaluable when making important changes or decisions in their personal or professional situation, such as buying a property or making a financial investment.
For example, we can assess the tax impact of a bonus or pension buyout for an employee. For an entrepreneur, we can estimate the tax consequences of going out of business. In the real estate sector, our estimates help you make informed decisions when buying or selling property.
These estimates enable our customers to make informed decisions, with a clear view of the tax implications of their choices.
Verification of tax slips
The arrival of a tax notice does not mark the end of the tax process. We systematically carry out a thorough check of all tax slips issued by the various authorities. This is a crucial step, as it ensures that the tax assessment corresponds to the declared situation, and that no errors have crept into the administrative processing. We estimate that around 20% of decisions are incorrect, to the taxpayer’s disadvantage.
Our expertise enables us to quickly detect any anomalies or inconsistencies. If necessary, we immediately take the necessary steps to rectify the situation, thereby protecting our customers’ interests.
Management of administrative inquiries
Tax authorities frequently request additional information. These requests can be a source of stress and uncertainty for taxpayers. Our role is to handle these requests, formulating clear, precise answers that comply with legal requirements.
We act as an intermediary between our customers and the tax authorities, ensuring that all necessary information is provided in an appropriate manner. This approach not only enables us to respond efficiently to requests, but also to maintain a constructive relationship with the tax authorities.
Claims and appeals
As a result of unjustified answers or errors in declarations, tax assessments may not correspond to the declarations filed. In these situations, we actively intervene to defend our clients’ interests.
We prepare and submit solid challenges to the relevant authorities. Where necessary, we do not hesitate to appeal, strictly adhering to established deadlines and protocols. Our mastery of tax law and our expertise in handling these cases optimize the likelihood of success.
Preparing tax rulings
In certain special situations, such as restructuring projects or complex operations, it may be advisable to seek prior approval from tax authorities. This is known as a tax ruling.
We support our customers in the preparation of these rulings, providing a clear and detailed presentation of the situation and the operations envisaged. Obtaining a ruling provides invaluable legal certainty, enabling our customers to move ahead with their projects in complete confidence, with the certainty of the tax treatment that will be applied.
Special declarations
Certain situations require specific tax returns. This is particularly the case for :
- Real estate gains tax (IBGI): When a property is sold, a special declaration must be drawn up to determine the taxable gain.
- Inheritance tax returns: Following a death, we assist the heirs in drawing up the declaration of inheritance, ensuring a fair and tax-optimized distribution of assets.
- Donations : Donations can have significant tax implications. We help our clients navigate these complex waters, drawing up the necessary declarations and optimizing the asset transfer strategy.
These special declarations require special expertise that we have developed over the years, enabling our customers to manage these exceptional situations with complete peace of mind.
Tax strategy and planning
Beyond the day-to-day management of tax obligations, we offer our clients a strategic approach to taxation. This long-term tax planning aims to optimize our clients’ tax situation while remaining within the legal framework.
For companies, this can mean :
- Optimizing the company’s legal structure
- Investment and depreciation planning
- Tax management of international operations
- Optimizing compensation policy for managers and employees
For individuals, tax planning can include :
- Optimizing 2nd pillar purchases
- Tax management of real estate assets
- Planning the transfer of assets
Our aim is always to find the optimum balance between tax optimization and legal compliance, taking into account our clients’ long-term objectives.
Tax watch and training
The tax field is constantly evolving, with frequent changes in legislation and case law. To offer our clients the best possible service, we maintain a rigorous tax watch and ensure the constant development of our team and specialists.
Our experts and specialists regularly attend seminars, conferences and specialized training courses to keep abreast of tax developments. This proactive approach enables us not only to adapt quickly to changes, but also to anticipate future developments and keep our clients informed.
International taxation
In an increasingly globalized world, international taxation is becoming increasingly important. Whether for companies with cross-border activities or for individuals with interests in several countries, the complexity of international tax rules calls for specialized expertise, and our team is trained to handle these complex situations.
Our aim is to enable our customers to develop their international activities while minimizing tax risks and optimizing their overall tax burden.
Taxation and digitalization
Digital transformation is having a significant impact on taxation. Tax authorities are increasingly using digital technologies to collect and analyze tax data. At the same time, new forms of digital business are posing new tax challenges.
We support our customers in this digital transition by :
- Helping them set up digital accounting and tax reporting systems
- Advising them on the tax implications of new technologies and digital business models
- Helping them comply with the new electronic reporting requirements
Our expertise in digital taxation enables our customers to remain compliant while taking advantage of the opportunities offered by digitalization.
Why call on us?
Taxation is a complex and constantly evolving field. Calling on our expertise has many advantages:
- Expertise and experience: Our team has in-depth knowledge of tax laws and extensive experience in their practical application. We are able to efficiently navigate the complexities of taxation, offering optimal solutions to our customers.
- Personalized approach: We understand that every customer is unique. That’s why we tailor our services to your specific needs, whether you’re a small local business or a multinational corporation.
- Risk management: Our expertise enables us to identify and manage potential tax risks, helping you avoid costly problems in the future.
- Tax optimization: We don’t just comply with tax laws, we actively seek legal ways to optimize your tax situation.
- Time-saving: By entrusting us with your tax affairs, you can concentrate on your core business, safe in the knowledge that your tax obligations are in safe hands.
- Peace of mind: With our support, you can rest assured that your tax affairs are being managed professionally and compliantly.
- Relationships based on trust: We aim to build long-term relationships with our customers, based on trust and transparency.
- Continuous updating: Thanks to our ongoing tax watch, you always benefit from the latest information and best practices in tax matters.
When you use our services, you don’t just comply with your tax obligations, you transform taxation into a strategic tool for your financial success. Our commitment is to accompany you every step of the way, ensuring that taxation is a lever for growth rather than an obstacle.
Whether you’re an individual looking to optimize your personal tax situation, a growing start-up, or an established company looking to expand internationally, our team is ready to offer you the tax expertise you need to achieve your goals.
