Tax Advisory Services

What are Tax Advisory Services?

Tax Advisory Services provide professional expert guidance on tax planning, compliance, and optimization strategies to help individuals and businesses minimize tax liabilities while maintaining full compliance with Philippine tax laws and BIR regulations. Our tax advisors offer strategic counsel on complex tax matters including tax-efficient business structure selection, timing of income recognition and expense deductions, maximization of available tax incentives and exemptions, estate and succession planning for tax efficiency, mergers, acquisitions, and corporate restructuring tax implications, international taxation and transfer pricing issues, and BIR audit defense and dispute resolution. Through proactive tax planning and strategic advice, we help clients make informed financial decisions that optimize their tax position, reduce unnecessary tax burdens, and avoid costly compliance errors or penalties.

Required Information & Documents

• BIR Registration Documents – Certificate of Registration (Form 2303), registered tax types, and current compliance status
• Recent Tax Returns – Previous year's income tax returns, quarterly tax filings, VAT/percentage tax returns, and withholding tax returns for historical analysis
• Financial Statements – Current and prior years' income statements, balance sheets, cash flow statements, and supporting schedules
• Business Structure Information – Organizational chart, ownership structure, related party relationships, and corporate governance documents
• Specific Tax Concerns or Opportunities – Detailed description of tax issues requiring advice, planned transactions, expansion plans, or tax-saving opportunities you want to explore
• Contracts and Agreements – Material contracts, supplier/customer agreements, loan documents, lease agreements affecting tax treatment
• Asset and Investment Records – Real property holdings, investment portfolios, depreciation schedules, and capital asset details
• BIR Correspondence – Any letters, notices, assessments, or communications from the Bureau of Internal Revenue requiring response or clarification
• Industry and Transaction Context – Information about your industry sector, planned business transactions, expansion into new markets, or significant operational changes
• Tax Objectives and Constraints – Short-term and long-term tax planning goals, risk tolerance, liquidity needs, and business priorities

How We Process Your Request

1. Submit Your Requirements Online – Log in to your account and upload all required documents and information through our secure e-Process portal.
2. Receive Your Unique QR Code – Once your submission is complete, the system will automatically generate a unique QR code for your application. This QR code serves as your reference for tracking and monitoring your tax advisory engagement progress.
3. Save and Use Your QR Code – Scan and save the QR code to your device. You can use this code to check your advisory status, receive updates, and communicate with our team about your tax matters.
4. We Process Your Tax Analysis – Our tax experts conduct a comprehensive review of your current tax situation, analyze your financial statements and tax returns for optimization opportunities, research applicable tax laws, regulations, and recent BIR issuances affecting your situation, identify potential tax risks and compliance gaps, evaluate tax-saving strategies aligned with your business objectives, and prepare detailed findings and preliminary recommendations for discussion.
5. Advisory Session and Strategy Development – We schedule a dedicated tax advisory consultation to present our analysis and findings, discuss tax planning opportunities and risk mitigation strategies, address your specific questions and concerns, collaborate on developing customized tax strategies, and provide guidance on implementation steps, documentation requirements, and compliance considerations to ensure successful execution.
6. Receive Comprehensive Tax Advisory Report – Following the advisory session, we deliver a detailed tax advisory memorandum including executive summary of key findings and recommendations, analysis of current tax position and potential exposures, proposed tax planning strategies with projected tax impact, implementation action plan with timelines and responsible parties, compliance calendar and regulatory monitoring plan, and ongoing support options for continued tax advisory assistance. All advisory documents and communications are securely stored in your client portal, providing you with a complete reference for tax planning decisions and compliance documentation.