Tax expert

A tax specialist is a professional expert in taxation. Taxation involves the rules applicable to taxes, fees, and levies…

The tax specialist advises businesses and individuals on all tax-related matters: corporate taxation, wealth taxation, real estate taxation, international taxation…

Several professionals engage in tax advisory services (tax lawyer, certified public accountant, wealth management advisor, notary…). However, the tax lawyer is the only professional who can directly and exclusively practice tax advisory. Other professionals can only engage in this activity incidentally. Moreover, the tax lawyer is the only professional with a university background in tax law and specialized practical training in taxation, allowing them to be a knowledgeable advisor in tax matters.

Indeed, the tax lawyer is a legal professional specialized in tax law. They must hold a law degree and undergo advanced training in taxation, as well as additional training to obtain the Certificate of Aptitude for the Legal Profession. The tax lawyer practices independently and adheres to the ethical principles governing the legal profession. To practice as a tax lawyer, one must also be registered with the Bar Association.

The complexity of tax legislation sometimes makes it essential to consult a tax specialist to optimize and secure one’s taxation.

It is essential to consult a tax specialist to anticipate the tax consequences of these matters and to optimize them.

Corporate and Company Taxation. Corporate taxation applies to both businesses and individuals. Businesses traditionally use corporate structures in their organization and structuring. Additionally, corporate taxation also concerns individuals who, for estate management reasons, opt for a corporate structure. There are numerous tax regimes applicable to companies. A tax specialist is there to advise you on the best tax choices and strategies applicable to companies.

Individual and Wealth Taxation. Taxation is also a significant concern for individuals facing high taxes. A tax specialist assists you in the management and tax optimization of your wealth (investment, wealth management, SCI, real estate capital gains for individuals, real estate wealth tax, real estate tax relief, donation taxation, cash donation, wealth transmission…).

Tax Defiscalization. Defiscalization is a form of tax optimization that involves using tax law rules (tax reduction, tax credit, deficit, depreciation…) to optimize one’s taxation. Defiscalization applies to both businesses and individuals, allowing for the optimization of real estate income taxation (rental income, LMNP…) as well as other income (wages, BIC, BNC, corporate tax…). There are numerous defiscalization regimes that use various and complex defiscalization techniques. Given the complexity of tax legislation, it is essential to consult a tax specialist for all your defiscalization operations.

Tax Strategy Advisory. The tax specialist is an expert in tax advice and tax strategy. They intervene in the tax strategy of businesses and companies, real estate tax strategy, wealth tax strategy, international tax strategy… The role of the tax specialist is to propose personalized tax audits, tax solutions, and the implementation of tax structures…

Tax Declarations. The tax specialist is involved in the preparation of tax declarations to optimize and validate the content of declarative obligations (income tax, real estate wealth tax, special defiscalization regimes, corporate tax, VAT…).

Tax Procedures. The tax specialist advises and assists businesses and individuals in all their interactions with the tax authorities during tax control operations (accounting verification, examination of personal tax situation…) and in tax litigation. The tax specialist also intervenes in all procedures with the tax authorities: recovery of overpaid tax, tax regularization, request for favorable treatment (exemption, special regimes…), tax ruling requests…

The tax advisory firm LEXPERTAX guides you on all aspects of French and international taxation. The tax lawyers at LEXPERTAX are experts in tax law and have the competence to advise you on all aspects of tax law.