Taxes are an inseparable element of the financial strategy of every enterprise. In our activity, we go beyond a schematic approach to regulations. We offer support that combines the formal qualifications of a tax advisor with practical business knowledge.
Paweł Bocian, Managing Partner, is not only a tax advisor but above all a practitioner who has managed companies (including in the real estate sector) and foundation structures for a decade. Thanks to this, our recommendations are grounded in market realities. We do not focus solely on legal theory – we design solutions that ensure legal and tax security while supporting financial liquidity and the operational development of the company.
Business design and safe optimization
A proper legal structure is the foundation for stable growth. We analyze the client's business model to implement solutions that are tax-efficient and secure for the shareholders' private assets.
Choosing the form of business: we advise on choosing the optimal legal form (limited liability company, limited partnership, simple joint-stock company) and form of taxation, taking into account the specificity of the industry and development plans.
Estonian CIT: we conduct a readiness audit and implement a lump sum tax on corporate income, which allows entrepreneurs to effectively reinvest profits without ongoing tax burden.
Holding structures and family foundations: we design advanced structures that secure corporate and private assets, facilitating succession and management of capital groups.
Restructuring (M&A): we handle merger, acquisition and transformation processes (including sole proprietorships into capital companies), ensuring tax neutrality and legal continuity of the enterprise.
Tax opinions and clarifying legal complexities
Tax regulations can be unclear, and their misinterpretation can cost dearly. You don't have to guess or rely on intuition. We provide concrete answers to difficult questions, giving you a sense of certainty when making decisions.
Tax analyses and opinions: We prepare reliable reports on specific events in your company. We explain "in black and white" what tax consequences the planned transaction will trigger and how to carry it out safely.
Support in interpretations: Sometimes the only way to full security is to obtain an official position of the tax authority. On your behalf, we prepare and process applications for Individual Interpretations, Binding Rate Information (WIS) or Excise Information (WIA).
Contract verification: Before you sign an important contract, we will check it for tax purposes. Often a minor change in contract provisions allows avoiding VAT risks or optimizing the moment of revenue recognition.
Support in disputes with tax authorities
An official audit does not have to paralyze your company's work. As your proxies, we stand on the front line of contact with officials. Our task is to watch over procedures and substantively defend your interests.
Representation during inspection: We are present during verification activities. We participate in witness hearings and inspections, ensuring that evidence is collected reliably and in accordance with the law.
Tax proceedings: When an inspection turns into tax proceedings, we fight for a favorable resolution. We prepare explanations, evidentiary motions and reservations to protocols.
Appeals and remedies: If the authority's decision is unfavorable, we prepare professional appeals to higher instance authorities.
Administrative Courts: We handle cases before Provincial Administrative Courts and the Supreme Administrative Court, drafting complaints and representing you at hearings.
Frequently Asked Questions
How does the role of a tax advisor differ from an accountant?
Accounting focuses on recording economic events that have already occurred. Tax Advisory is a strategic and legal service – focusing on planning future actions, seeking savings, and representing the client in disputes. A tax advisor, as a profession of public trust, is covered by statutory professional secrecy, similar to an advocate or attorney-at-law.
What is safe tax optimization?
It is the process of choosing the most favorable form of taxation for a given business model. Unlike aggressive schemes, our actions are based solely on statutory provisions (e.g. reliefs, lump sums, appropriate legal forms). The goal is to pay taxes in the lowest possible amount, but resulting from applicable legal provisions.
Does a tax advisor bear responsibility for their actions?
Yes. Performing this profession requires third-party liability insurance (OC). This standard provides our clients with a guarantee of security – every opinion or advice we provide is covered by insurance.
When is it worth applying for an individual interpretation?
An application for interpretation is recommended in situations where regulations are imprecise and the planned transaction has significant value for the company. Obtaining a positive interpretation gives the taxpayer formal legal protection within the scope covered by the application.
What does cooperation in setting up a company look like?
We do not limit ourselves to filling out forms. We start the process by talking about your business to select the appropriate PKD codes and establish the shareholding structure. When designing the articles of association, we take care of operationally important details – e.g. rules for appointing the management board or the method of profit distribution. Thanks to this, registration documents are tailored to your needs, not generated from a template.
