Ongoing tax advice – comprehensive support for your business
In response to the dynamically changing legal and economic environment, we offer entrepreneurs ongoing support aimed at ensuring the security and compliance of current tax settlements with applicable regulations and tax authority practices.
Ongoing tax advice is a solution based on regular contact with a tax advisor, thanks to which those responsible for finances in a given company are able to constantly monitor the compliance of implemented solutions not only with the wording of tax regulations, but also with the current practice of courts and tax authorities.
As part of our ongoing tax consultancy services, we provide support in the area of income taxes (CIT, PIT), value added tax (VAT), excise duties, local taxes and fees (including real estate tax), inheritance and gift taxes, and civil law transactions:
In response to questions addressed to us, depending on the client’s needs and the complexity of the problem, we provide both concise answers in the form of an email comment and prepare detailed tax opinions covering:
- analysis of the effects of planned economic activities,
- indicating alternative solutions,
- assessment of the risk of possible questioning of the adopted settlement method by the tax authorities,
- recommendations for further business actions, taking into account tax security.
We support our clients in negotiating contracts and executing transactions, ensuring that businesses are aware of the tax implications of the solutions they implement.
Analyzing contracts during their drafting phase helps avoid potential excessive tax burdens.
During the analysis, we demonstrate to the entrepreneur how specific contractual provisions may impact their future tax situation. At the same time, we ensure compliance with tax regulations and current practice of administrative authorities and courts.
We provide support in fulfilling and monitoring reporting obligations arising from tax regulations. This includes verifying JPK files (including JPK_V7, JPK_FA, and JPK_MAG), verifying VAT registers, as well as CIT, PIT, VAT, PCC, and local tax returns. We continuously monitor legislative changes to ensure documentation complies with current legal requirements and Ministry of Finance guidelines. We also advise on the proper collection and archiving of data, which facilitates preparation for potential audits and minimizes the risk of formal errors.
Why is it worth using ongoing tax advisory services?
Safety and efficiency
Ongoing tax advice provides ongoing support in running your business safely and effectively.
When commencing our collaboration , we consider the specifics of the client’s industry and aren’t afraid to ask questions when uncertainties arise. We know this is a crucial element of the process, which should result in an analysis of the client’s individual situation and personalized recommendations that take into account the specifics of the industry and the business’s priorities.
We are not afraid of recommendations, we know that consulting is a growth lever for the company.
Proactive actions
We support entrepreneurs in an active and comprehensive manner, treating our cooperation as a business partnership, not just the provision of services.
In our daily work, we analyze issues comprehensively, considering potential risks even in areas beyond the client’s initial inquiry.
We act with full consideration for the business’s interests, ensuring informed decision-making and avoiding implementing solutions that carry unnecessary tax or financial risk.
We analyze issues in a broad context, highlight potential risks, and respond quickly to inquiries, ensuring constant contact and availability.
Form of cooperation
We offer flexible cooperation models tailored to the client’s needs and business scale. This service includes access to a hotline for ongoing advice, as well as ongoing reporting and advisory services in selected tax areas.
For companies requiring ongoing support, we offer a flat-rate agreement—a convenient form of cooperation in which the client pays a fixed, pre-determined monthly fee in exchange for a specific package of hours or scope of advisory services. This model allows for ongoing access to the knowledge and experience of our team of tax advisors without the need to bill for individual consultations (this form of cooperation is significantly more financially advantageous than a one-off quote for each individual inquiry).
In practice, the flat-rate fee provides clients with ongoing access to a team of advisors with whom they can discuss current questions, consult on planned transactions, or request document analysis. The hours and type of services are individually agreed upon to meet the company’s specific needs.
Contact us to talk about cooperation
Contact
59 Złota Street Skylight Building, 14th Floor 00-120 Warsaw, Poland
