Tax advisor
Advice on tax law and taxation
What is tax advice?
Tax advice consists of guiding, optimizing, and securing the tax situation of an individual or a legal entity. Tax advice concerns both businesses and individuals. Tax advice has several objectives: guiding on taxation, optimizing taxation, and securing taxation.
Guidance on taxation. The primary objective of tax advice is to guide the taxpayer on the various tax choices and options available. Indeed, the complexity of tax law and the variety of tax regimes often allow for several schemes to achieve the same objective. Also, depending on the choices made, taxation may vary significantly in some cases.
Optimizing taxation. By guiding the taxpayer on the best tax choices, tax advice aims to limit the taxpayer’s tax liability by determining the most suitable tax strategies. In this context, tax optimization is an essential element of tax advice.
Securing taxation. Tax optimization should not be an end in itself. Successful tax advice is not only the one that optimizes a situation but also the one that optimizes a situation within the legal framework while minimizing the risk of tax audits for the taxpayer. For this reason, tax advice is a highly complex activity that requires great technical expertise.
What is a tax advisor?
The tax advisor, also known as tax consultant, tax specialist, or fiscal expert, is a professional in tax law and taxation who has specialized in providing tax advice to businesses and individuals.
What is the role of the tax advisor?
The role of the tax advisor is to assist businesses and individuals in determining a customized tax strategy tailored to their situation. The tax advisor plays a crucial role in all management decisions for businesses and in the wealth management of individuals.
Who can act as a tax advisor?
Tax advice falls under the category of tax law consulting. Also, lawyers have the monopoly on legal advice as their main profession, and thus on tax law advice. Therefore, although many professionals claim to be tax advisors, the tax lawyer is the only one who can exclusively practice the profession of tax advisor.
What is the scope of intervention of the tax advisor?
The activity of tax advice requires a deep legal and tax knowledge, as the tax advisor is called to intervene in various areas such as corporate taxation, real estate taxation, wealth taxation, or even international taxation.
Tax advisor for individuals | Individual tax optimization
The tax advisor for individuals mainly operates in the field of wealth management (personal taxation, taxation of rental investments, estate planning, etc.). Their role is to advise and assist individuals in defining a tax strategy by proposing tax optimization solutions while securing and validating transactions to reduce the risk of tax audit for the individual.
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Tax advisor for business | Business tax optimization
The tax advisor for businesses advises and assists companies in their tax choices to increase the net profitability of the company. The tax advisor for businesses supports the company both in its routine operations and in exceptional operations (asset acquisition, merger, sale, transmission, etc.).
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