Tax guidance
equal to your ambitions

It is a detailed expert document analysing your situation from three angles: tax, wealth and legal. It identifies your areas of risk exposure (reassessment, tax overburden, succession vulnerability) and lists unexploited optimisation opportunities, together with a costed action plan ready to be implemented.

Yes. The report is your tax and wealth roadmap: each recommendation is prioritised, costed and ready to be acted upon. To go further, a bespoke engagement proposal will be submitted upon delivery of the diagnostic, enabling strategies to be implemented without delay.

An accountant prepares your returns and manages your accounts. A tax lawyer intervenes on strategy, defence and tax litigation. In the event of an audit or reassessment, only a lawyer can represent you before the courts and benefits from absolute professional secrecy, protecting all communications. The two roles are complementary, not substitutable.

Yes, and it is even urgent to do so. The tax audit procedure is adversarial: you have 30 days to respond to the rectification proposal. A well-argued response can significantly reduce the reassessments. We intervene at every stage of the procedure.

Absolutely. Tax optimisation consists of using mechanisms provided for by law to legally reduce your tax burden. It is distinct from tax evasion, which is illegal. Our role is precisely to guide you towards existing legal schemes suited to your situation, securing each arrangement against any risk of challenge by the authorities.

As early as possible. The tax allowances on gifts are renewed every fifteen years: the earlier you begin, the more you transfer at a reduced tax cost. Waiting until death often means leaving a significant portion of the estate to the State. Even a modest anticipatory transfer strategy produces considerable effects over the long term.

Yes. The diagnostic analyses your situation in its entirety: income tax, wealth tax (IFI), capital income taxation, corporate tax if you are a company director, anticipated succession duties. It is precisely this cross-cutting view, spanning both personal and professional aspects, that reveals optimisation opportunities often invisible when looking at a single compartment.

Yes, in the context of a professional activity. If the diagnostic relates to the taxation of your business or activity, the fees constitute deductible management expenses, reducing the actual net cost. For the personal wealth sphere, fees may, subject to conditions, be offset against certain rental income.