Tax advisory and audit

What is tax advisory for companies?

The most comprehensive form of our support is ongoing tax advisory, known as a “tax duty service.” This involves providing clients with continuous assistance on tax matters, even outside standard working hours. This way, you have access to professional advice at flexible times tailored to your needs.

Scope of Tax Advisory

Our services include, among others:

• Ongoing consultations and clarifications regarding tax obligations under Polish law
• Analysis of documents (contracts, invoices, accounting notes) for tax risks and consequences
• Participation in client meetings and discussions concerning tax matters
• Preparing short tax notes and information for the client’s needs
• Compiling reports and summaries from conducted tax duty sessions
• Keeping clients informed about changes in tax law and trends in audits
• Comprehensive handling of client tax matters, including representation before tax offices, ZUS, UKS, and courts, as well as preparing the client for providing explanations

Quarterly Audit – Review of Accounting Books

In our quarterly audit, we offer:

• Identification and assessment of tax threats and risks
• Analysis of the company’s business profile and preliminary review of accounting books
• Verification of compliance between accounting policies and accounting books with the Accounting Act
• Identification of risk areas in key company processes
• Verification of source documents and the reliability of accounting records
• Analysis of fixed assets, depreciation, inventory turnover, and production processes
• Review of receivables, payables, and adjustment write-offs
• Analysis of tax liabilities and other obligations, including VAT registers and PIT/ZUS settlements
• Assessment of reserves and accruals, and correctness of foreign currency transactions
• Review of HR and payroll efficiency
• Analysis of risks related to tax obligations

Annual Financial Statement Audit

In our annual audit, we provide:

• Examination of individual and consolidated financial statements in accordance with the Accounting Act
• Review of IT systems as necessary for data verification
• Tax review covering VAT, CIT, PIT, ZUS, and customs liabilities
• Presentation of recommendations in key areas of the company’s operations in the form of Letters to the Management Board
• Issuance of an opinion and report confirming the accuracy and reliability of financial statements and maintained accounting records