Tax

Includes the full set of actions required for the correct, lawful, documented, and tax-optimal filing of tax returns. It does not concern simple data entry, but tax-technical processing, legislative review, selection of treatments, and responsibility for the taxpayer’s tax profile before and after filing.

Independent, technical, and documented recalculation of the tax burdens arising from tax returns, administrative assessment acts, or assessments of the Independent Authority for Public Revenue (IAPR). The purpose of the service is to confirm the correct application of tax legislation, identify errors or omissions, avoid or correct over-taxation, and provide quantitative documentation of tax positions for use in audits, appeals, or tax planning. The service operates autonomously or as a supplement to returns, audits, and appeals.

Systematic assurance that the taxpayer (individual or entity) fully, timely, and correctly complies with all tax obligations, as arising from applicable legislation, circulars, and guidelines of the Independent Authority for Public Revenue (IAPR). The service operates preventively, aiming to avoid fines and penalties, reduce tax risk, create a consistent tax history, and ensure readiness for a potential audit. It does not concern bookkeeping, but tax-technical compliance review.

Technical, tax, and strategic support of the taxpayer before, during, and after a tax audit by the Independent Authority for Public Revenue (IAPR). The objective of the service is the prevention of tax assessments and fines, the reduction of tax risk, the proper management of audit findings, and the documentation of the taxpayer’s tax position.

Technical, tax, and procedural support of the taxpayer when a dispute arises with the tax administration, either at the audit stage or after the issuance of tax determination acts. The objective of the service is the cancellation or reduction of assessments, the protection of the taxpayer’s rights, substantiated tax argumentation, and the proper selection of strategy (acceptance, settlement, appeal). The service is purely tax-technical/procedural and operates complementarily with legal support where required.

Systematic, technical, and strategic management of every form of tax debt to the Independent Authority for Public Revenue (IAPR), whether current, overdue, or assessed following an audit. The objective of the service is the avoidance or lifting of enforcement measures, the reduction of the overall burden (interest, fines), the selection of sustainable settlement arrangements, and the restoration of the debtor’s tax compliance.

Strategic, lawful, and documented organization of the tax position of individuals, businesses, cooperatives, and other entities, with the aim of optimizing tax burden and reducing future tax risk. The service does not concern tax evasion, is not limited to a single return, has a time horizon (short-term, medium-term, long-term), and is based on anticipation rather than correction. It is primarily addressed to businesses, investors, persons with complex assets, family businesses, and management bodies making strategic decisions.

Provision of substantiated tax opinions and guidance on complex, non-standard, or strategically significant tax matters. In contrast to procedural services (returns, settlements, etc.), tax advisory focuses on decision-making, is based on the interpretation of laws, circulars, and case law, is often provided before an act or transaction, and operates preventively and strategically. It is primarily addressed to business management team, investors, cooperatives, entities with complex transactions, and individuals with a significant tax footprint.

Tax management of persons and transactions with an international dimension, where more than one tax regime is involved. The objective of the service is the avoidance of double taxation, the correct allocation of taxing rights between states, compliance with international treaties and EU law, and the reduction of tax risk arising from incorrect classifications. It is addressed to individuals with foreign-source income, businesses with international transactions, foreign persons with obligations in Greece, and Greeks relocating or operating abroad.

Tax management, analysis, and optimization of the overall asset position of individuals and legal entities, with emphasis on real estate, property rights, and changes in wealth. The objective of the service is the correct tax representation of assets, the avoidance of over-taxation through presumptive expenses and property taxes, the secure tax transfer of wealth, and the prevention of future tax disputes. It is primarily addressed to property owners, investors, families with asset transfers, and persons with a significant asset footprint.

Tax analysis, structuring, and support of complex legal and business transactions, such as transformations, restructurings, transfers of activity, dissolutions, and liquidations of entities. The objective of the service is the tax-neutral or favorable implementation of complex transactions, the utilization of special tax provisions, the avoidance of unforeseen tax burdens, and full documentation for future audit. It is primarily addressed to companies of all legal forms, cooperatives, business groups, and businesses undergoing restructuring or cessation.

Thorough and substantiated tax due diligence of a business, activity, or asset, usually prior to an acquisition, merger, investment, shareholder entry, or restructuring. The objective of the service is the identification of existing and potential tax risks, the quantification of possible tax exposures, the support of negotiations (price, clauses, guarantees), and the avoidance of assuming hidden tax liabilities.

Official, technical, and procedural representation of individuals and legal entities before the Tax Administration (Independent Authority for Public Revenue, Public Financial Service, Audit Centers, Directorate for Dispute Resolution), within the framework of exercising tax rights and obligations. The objective of the service is proper and controlled communication with tax authorities, protection of the taxpayer from incorrect actions or omissions, technically substantiated presentation of tax positions, and relief of the taxpayer from procedural burden and risk. The service is purely tax-technical/procedural and is based on lawful authorization.

Covers non-standard, highly complex, or low-frequency tax needs that require increased technical expertise, interpretative approach, and customized handling. These concern cases where there is no clear or established administrative practice, multiple tax regimes are involved, increased tax risk exists, or special documentation or strategy is required. The service is provided on a case-by-case basis and is often combined with legal or international support.