Tax advisor

Tax advisor is a professionwhose powers partly overlap with the profession of accountant. He may, in fact, like an accountant, keep, in the name and on behalf of taxpayers, payers and collectors, books of account, tax and other records for tax purposes, as well as prepare tax returns and declarations.

However, unlike an accountant, a tax advisor has additional powers, which allow him to provide advice, opinions and explanations in matters of tax and customs obligations and in matters of administrative enforcement related to these obligations, as well as to represent him in proceedings before public administrative authorities and administrative courts in tax, customs and administrative enforcement matters.

Conditions and rules for practising the profession tax advisor regulates Law of 5 July 1996. on tax advisory services, the amendment of which, made in 2014, lifted certain restrictions on the acquisition of qualifications and the practice of this profession. Nonetheless, it remains accessible to the most tenacious and well-prepared professionals.

Indeed, in order to obtain the title of tax advisor, one must successfully pass the tax advisor examination after graduation, which is designed to verify the theoretical and practical preparation of candidates. It covers knowledge of not only the laws on accounting in the broadest sense, taxation, including issues of international and Community tax law and tax procedure, but also a number of side pieces of legislation, including customs law, foreign exchange and fiscal criminal law. In addition, a professional practice of two years in Poland and an entry in the list of tax advisers must be completed.

In addition to comprehensive legal advice, which is the basis of the law firms' activities, they provide their clients with assistance in the field of tax law, both as part of a permanent legal services for companiesas well as on the basis of orders involving the performance of a specific activity or representation in a specific case.

Within the framework of tax consultancy - for and on behalf of taxpayers, payers and collectors, specialists from the law firm:

Tax law has many nuances that are difficult to deal with for a person without the appropriate substantive training. In contrast, it is not troublesome for those who are proficient in the field.

Tax advisors are such people - it is their knowledge and experience that guarantees the success of many of our interests.

The assistance of a tax adviser is particularly valuable in situations requiring specialised knowledge and representation. It is worth considering cooperation when:

- you are planning to set up a business and want to choose the optimal form of taxation,
- you are preparing for a tax audit or tax proceedings,
- you are running a business and want to optimise costs,
- you have doubts about the correctness of your VAT, CIT or PIT accounts,
- you have received a decision from a tax authority and need an appeal or representation before an administrative court.

The tax adviser supports not only entrepreneurs, but also individuals. In practice, assistance includes, among other things:

- PIT advice,
- support for the settlement of family allowances or housing allowances,
- Inheritance and gift tax advice,
- preparing appeals against decisions of the tax office,
- Tax planning for major investments or property sales.

The professional service of a tax advisor avoids many costly mistakes, such as:

- failure to submit declarations on time,
- incorrect calculation of VAT,
- Incorrect inclusion of expenses as deductible costs,
- unfavourable forms of tax settlement,
- lack of proper documentation of foreign transactions.

When choosing a specialist, it is worth paying attention to:

- experience in dealing with companies in a particular sector,
- being registered as a tax adviser,
- up-to-date knowledge confirmed by participation in training courses and conferences,
- customer recommendations,
- the scope of services (e.g. whether the law firm also offers legal services and court representation).

Nowadays, many consultancy services can be provided fully remotely. Online consultations make it possible to get help quickly and conveniently - regardless of where the client lives. Onsite meetings, on the other hand, work well for more complex cases that require discussion of documentation or direct contact with an advisor.

The price of a tax advisor's services depends on the type of case and its complexity. Three billing models are most commonly used:

- hourly rate (e.g. for one-off consultations),
- flat-rate remuneration (e.g. for bookkeeping and processing of returns),
- individual pricing (e.g. for representation in court or tax inspection).

This provides the client with the assurance that the costs of the cooperation are transparent and tailored.

A tax adviser is not only a support in current settlements, but also a guarantee of tax and legal security - for both companies and individuals. Thanks to the specialist's knowledge and experience, you can avoid costly mistakes, optimise your tax burden and effectively defend your interests when dealing with tax authorities or administrative courts.

Contact us today to arrange a consultation with a tax advisor and ensure a calm and secure approach to your taxes.