The service we offer involves anticipating tax. What is the tax solution most suitable for your portfolio and income? How do you avoid paying more tax than necessary? What is the best strategy to manage your portfolio? How do you deal with administration in the event of a tax investigation?
We have the experience to assess the ideal portfolio management strategy, both for directors and liberal professionals, and to project approaches, income tax, wealth tax, succession and transfer.
Our tax specialists gather personal and professional declaration elements, develop a multi-annual projection and examine the tax situation as a whole. Our adapted tools enable them specialists to make a facsimile calculation and to produce simulations.
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Joelle Piaud
Project Manager
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+33 2 38 77 76 32
