Tax planning — fiscal optimization and security

Effective and legally compliant tax planning allows companies to achieve business goals while reducing the fiscal burden. In an era of dynamic legislative changes, international reporting requirements and increasing pressure from tax authorities, proper tax risk management is becoming not only a competitive advantage, but a necessity.

We advise clients on the creation of optimal tax structures – from domestic to international tax planning, taking into account such issues as tax residency, MDR obligations or the effects of a possible exit tax.

They trusted us

  • NETGURU

  • Cichy-Zasada Group

  • PIS Piotrowski

  • HBH GROUP

  • Danabud

  • FIBAR GROUP

  • Goldenmark

  • KOMPUTERRONIK GROUP

Tax planning — range of services

Strategy and transaction planning

  • Creating a tax strategy tailored to the company and industry.
  • Planning the structure of transactions (sales, in-kind contributions, mergers, conversions).
  • Analysis of the tax implications of planned economic activities.
  • Optimize tax costs under legal solutions.

Tax residency and international obligations

  • Assessment of tax residency of individuals and legal entities.
  • Assistance in changing tax residency, including in the context of exit tax.
  • Advising on double taxation and the application of tax treaties.
  • Creating structures that take into account international tax planning.

MDR's ongoing advice and risk

  • Preparation of opinions, memoranda and tax explanations.
  • Analysis of the obligation to report tax schemes (MDR).
  • Assistance in preparing documentation and fulfilling reporting obligations.
  • Verify activities against allegations of aggressive tax planning.

Assessment of taxpayer status and lump sum

  • Analysis of the form of taxation and the possibility of using a lump sum.
  • Assessing tax efficiency in domestic and foreign operations.
  • Verification of tax status for CIT, PIT, VAT purposes.
  • Assistance in adjusting the business model to the most favorable solution.
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Our clients' industries

IT industry Construction services Automotive E-commerce Media supply Plumbing wholesalers New Tech

Why should you entrust us with tax planning?

  • International experience – we serve clients doing business in multiple jurisdictions.
  • Multidisciplinary team – we combine the knowledge of lawyers, tax advisors and accountants.
  • Security and compliance – we offer legal safeguards against allegations of tax evasion.
  • Customized approach – each tax strategy is tailor-made.
  • Long-term support – we don’t just advise on a one-time basis, but build strategies for years.
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