Tax advisory

Tax architecture, compliance and forecasting.

We advise businesses and family wealth groups on tax obligations, significant transactions and procedures before tax authorities. Each recommendation considers applicable legislation, economic substance and business implications.

What this practice includes

Federal and local tax compliance

Calculation and filing of federal and local taxes, with working papers that make them reviewable.

Transaction planning and analysis

Analysis of the tax effects of a transaction before it happens, with documented alternatives.

Refunds and tax offsets

Preparing and following up on refund and offset claims for tax credits.

Support with SAT requests and reviews

Preparation of responses and supporting documentation, with technical support throughout the review.

Written technical opinions

Documented tax positions, with an analysis of the applicable law and its risks.

Review of structures and significant transactions

A tax diagnosis of group structures, contracts and significant transactions.

International and cross-border tax matters

Tax treaties, permanent establishment and transactions with foreign parties.