Every company operates in a different industry and faces different tax, accounting, and organizational challenges. Analyzing a company's situation often allows us to find solutions that reduce costs and improve financial security. The following examples of tax optimization demonstrate the real effects of restructurings, organizational changes, and implementations carried out for clients.

Examples of tax optimization for our clients

Entity Group Optimization

The restructuring of the business, which includes several entities operating in the recycling, export, and rental industries, has made it possible to reduce tax burdens and organize the business structure.

• simplification of the organizational structure,
• change of taxation forms,
• savings of up to PLN 800,000 per year.

Family foundation and asset protection

The implementation of a family foundation has allowed us to combine succession planning, asset protection, and the reduction of double taxation on distributions to shareholders.

• ordering of ownership structure,
• family asset protection,
• Savings of around PLN 480,000 per year.

Change in the form of doing business

The company's transformation and change in taxation model allowed for a reduction in effective tax burdens, despite losing the ability to utilize some previous preferences.

• business restructuring,
• billing model change,
• savings of approximately PLN 400,000 annually.

Switch to Estonian CIT

An analysis of the terms of use for Estonian CIT and planned profit distributions allowed for the implementation of a more tax-efficient solution for the company's partners.

• change in the company's taxation model,
• ordering of payout policy,
• savings of around PLN 300,000 per year.

Restructuring of transport operations

Consolidating several businesses into a single limited liability company and implementing Estonian CIT simplified the business structure and reduced the tax burden.

• reduction in the number of entities,
• simplification of accounting,
• Savings of approximately PLN 200,000 per year.

Accounting audit and recovery of overpaid tax

The audit of accounting documents revealed errors related to invoice processing and led to the recovery of overpaid taxes.

• verification of the correctness of books,
• identification of organizational errors,
• Recovery of overpaid funds.

In which areas do we help?

• Tax optimization and restructuring,
• family foundations and estate succession,
• accounting and tax audits,
• Corporate law and transformations,
• full accounting and company services,
• Financial analysis and CFO support.

Why is it worth analyzing a company's structure?

Changing tax regulations and business development often mean that the current form of doing business is no longer optimal. Regular analysis allows for quicker identification of cost-saving opportunities and improvement of business security.

What does collaboration look like?

1. Free consultation – review of the company's situation and main problems.
2. Activity analysis – review of structure, taxes, and documentation.
3. Recommendation Preparation – indication of possible changes and optimizations.
4. Solution implementation – accounting, tax, and legal support.

Every company has the potential for change.

A properly conducted business analysis can help reduce tax costs, simplify the business structure, and improve the financial security of the company. However, each case requires an individual assessment and adaptation of solutions to the specific characteristics of the enterprise.