Personal and Wealth taxation, French-Swiss taxation,
Tax Return Assistance, Tax Audit

The firm mainly assists company directors, high-income executives, expatriates, and shareholders, by auditing their situation, helping them choose the best way to optimize and structure their operations, and preparing their personal tax returns and those relating to their family assets. We can also assist you in the event of a tax audit.

Personal and Wealth Taxation

We provide services in the areas of:

• Taxation of natural persons’ income
• Taxation of non-residents’ income
• Taxation of cross-border workers
• Tax assistance for investments in the French overseas territories
• Real estate taxation for transfers and rentals (LMP/LMNP)
• Taxation of property holding companies (SCI)
• Real estate wealth tax (IFI)
• The 3% tax on the market value of real estate properties
• Taxation of trusts and fiducies
• Taxation of investments made outside France
• Taxation of digital assets (cryptocurrencies, etc….)
• Taxation of precious metals, jewelry, works of art, collectibles, or antiques
• Taxation of capital contribution and subsequent share transfers (apports-cessions), gifts, Dutreil pacts, and inheritances
• Life insurance
• International tax treaties application, and double taxation avoidance strategies
• Expatriation and inpatriation, exit tax, residence, and work permits

The firm provides secure, personalized, and innovative strategies, along with tax investment services and flow structuring solutions.

French-Swiss taxation

French-Swiss wealth and taxation matters are addressed in collaboration with Bergeot Paoli Associés LP, based in Switzerland, to provide expert guidance to entrepreneurs, business leaders, family-owned businesses, family offices, and private clients.

Our areas of expertise include:

• French-Swiss personal taxation
• French-Swiss business taxation
• French-Swiss investment and real estate taxation
• French-Swiss relations with tax authorities
• French-Swiss expatriation and inpatriation
• French-Swiss wealth structuring and planning

Tax Return Assistance

The firm assists with validating, preparing, and filing your tax returns, providing an estimate of your tax liability beforehand.

We can also help you file corrective returns in the event of errors on your past returns and assist you in bringing your tax situation into line.

Tax audits Assistance

We advise you and help you make the most judicious decisions and provide the most appropriate responses according to your situation whenever a tax audit is initiated. This includes simple requests for information, exercising the right of communication, document audits, accounting audits, ex officio taxation, or examinations of personal tax situations.