Tax optimization

Advisory on tax reliefs: Analysis of the potential to take advantage of various tax reliefs, such as the Prototype Relief, R&D Relief, Robotization Relief, IP Box, Copyrights, and others.

Investment optimization with tax reliefs: Planning investments with consideration for applicable tax reliefs, allowing for a reduction in tax burdens.

Application for tax relief: Preparation of applications and the necessary documentation to obtain tax reliefs.

Advisory on the Polish Investment Zone: Assistance in obtaining tax support within the Polish Investment Zone, which offers CIT/PIT exemptions for new investments across the country.

Investment project optimization: Advisory on meeting formal requirements, such as the minimum investment value, to qualify for tax exemptions under PSI.

Documentation preparation: Support in preparing the necessary documentation to obtain a decision on support within the PSI framework.

Advisory on Estonian CIT: Analysis of the possibility of transitioning to the Estonian CIT system, which allows for the deferral of income tax payments until profits are distributed.

Implementation of Estonian CIT: Assistance in restructuring your company and adapting it to the requirements of Estonian CIT, including changes in accounting methods and profit management.

Tax optimization: Advisory on the benefits of Estonian CIT, including planning profit distribution in a way that minimizes tax burdens.

Development of a tax strategy: We assist companies in creating a comprehensive tax strategy, covering the management of CIT, PIT, VAT, and the optimization of tax liabilities.

Adaptation to changing regulations: We regularly update tax strategies to ensure compliance with new regulations.

We provide comprehensive assistance with restructuring and merging companies, enabling both tax and operational benefits. Our advisory services help streamline the merger process to reduce tax costs and simplify the company’s structure.

We provide advisory services for setting up family foundations as a tool for tax optimization. Family foundations allow for the management and transfer of wealth to future generations while maintaining tax benefits.

Benefits: We provide advisory services for setting up family foundations as a tool for tax optimization. Family foundations allow for the management and transfer of wealth to future generations while maintaining tax benefits.

Advisory on excise tax: Assistance in identifying excise tax obligations and optimizing excise settlements, especially for companies trading in excisable goods (fuel, alcohol, cigarettes, energy).

Obtaining excise exemptions: Support in securing excise exemptions, particularly for products intended for energy or technical purposes.

Representation in excise proceedings: Assistance in proceedings before tax authorities in cases of disputes related to excise tax assessments.

Preparation of applications for tax rulings: Assistance in drafting applications for individual tax rulings to obtain an official interpretation of tax regulations regarding specific cases.

Verification of tax rulings: Evaluation of whether obtained rulings align with the client’s interests and advisory in cases of changes to interpretations by tax authorities.

Support in disputes over rulings: Representation before administrative courts in disputes concerning individual tax rulings.

Comprehensive tax audit: Conducting a tax audit aimed at identifying tax risks and areas that can be optimized within the company.

Tax compliance assessment: Ensuring compliance with tax regulations, including the analysis of accounting documentation, VAT, CIT, PIT settlements, and other taxes.

Optimization recommendations: Providing a report after the audit with recommendations that can lead to tax savings and help avoid future tax risks.

Creation and implementation of tax procedures: We develop tax procedures that help companies meet due diligence requirements, including in areas such as MDR, WHT, and VAT.

Audit and analysis of existing procedures: We analyze implemented procedures, verifying their effectiveness and compliance with current regulations.

Tax optimization involves legal planning actions aimed at reducing a company’s tax burden while fully complying with applicable regulations.

Yes, all strategies we propose are fully legal and comply with current tax laws.

These actions include selecting the appropriate form of taxation, utilizing available tax reliefs and deductions, and planning international transactions.

When done in accordance with the law, tax optimization carries no legal risks. The risk arises when the boundaries of optimization are crossed into tax evasion, which is illegal.

The first step is a detailed financial and tax analysis of the company’s operations to identify potential areas for optimization.

Yes, tax optimization is available for businesses of all sizes, and smaller enterprises may experience proportionally larger benefits.

Optimization can lead to significant reductions in tax expenses, which directly increases the company’s net profits.

Ongoing collaboration is not required but is recommended to continuously adapt tax strategies to changing regulations and market conditions.