Your Personal Tax Advisor - a Tax Advisory Service For Controlling Shareholders
As a controlling shareholder in the company, you are subject to many tax obligations both on the company level and on the personal one. Therefore, early planning is needed to maximize tax savings and avoid unnecessary risks.
Early start-up life
As a controlling shareholder (10%) you must file an annual income tax return, file a personal capital statement, once every few years and also report capital gains when selling shares.
After Initial Funding
Throughout the life of the company, the controlling shareholder is also subject to tax events on a personal level, such as when granting options, exercising options and selling shares. Early tax planning from the time the company is established and its adaptation to changes that occur, will significantly reduce the tax liability for the controlling shareholder.
The Problem
When planning a tax, it is necessary to balance the needs of the company, investors and entrepreneurs, in order to achieve maximum tax savings for all parties. While the tax affairs of the company and the investors are handled professionally, in many cases the personal tax aspects of the controlling shareholder are left behind.
The Solution
Top Finance's personal department will provide the controlling shareholder with a personal and professional service by accountants who specialize in a personal specification in personal taxation with technological tools, throughout the company's life until the exit and after.
- Personal tax advice at the time of the exit
- Annual tax planning
- Opening personal files with the tax authorities
- Social security and status examination
- Wage simulations
- Personal accounting services
- Annual personal report
- First and second capital statement to a controlling shareholder
- Ongoing consultation with the tax authorities
- Repeal of fines, representation before tax assessors
- Closing cases and issues with authorities
We believe in our client and client collaboration