a. Tax Advisory and Planning
We provide a wide range of tax advisory and planning services for clients relating to diverse and complicated international, national and local tax matters, including review of contracts with emphasis on the tax (as well as legal) implications, advice on investments and available tax incentives programs, finance transactions, corporate reorganizations and restructurings, mergers and acquisitions and joint ventures.
We likewise help design and develop the planning and implementation of tax effective strategies for structuring and processing of foreign and local investments to legally minimize tax liabilities.
b. Tax Incentives
We provide advice on investments and incentives laws and assist clients in qualifying and obtaining incentives from various government agencies.
We likewise design and develop the planning and implementation of tax effective strategies for structuring and processing of foreign and local investments to legally minimize tax liabilities.
c. Estate and Wealth Planning; Property Transfers
We deliver best-value solutions for wealth transfer and tax advice on creation of trust, that will meet your personal needs and desires through methodically building, conserving and transferring your wealth with the least tax impact.
Our services, particularly cover advice on the most tax efficient mode of transferring properties — estate tax planning, partitioning properties among heirs, preparing various agreements and returns (such as estate and donor’s tax returns), and obtaining tax clearances of properties transferred by way of donation and inheritance.
d. Tax Advocacy and Controversy
We represent clients before the Bureau of Internal Revenue (BIR), Department of Finance (DOF) and Local Government Units in controversies and disputes arising from tax audits and investigations and filing of claims for tax refund (or tax credit, as may be applicable) from the tax authorities.
e. Rulings, Tax Treaty Reliefs and Tax Clearances
We provide clients comprehensive guidance and assistance in applying for and obtaining tax rulings, tax treaty relief applications, and tax refunds at the administrative level, as well as obtaining tax clearances for transfer and sale of shares and properties.
f. Tax Litigation, Judicial Protests and Appeals
We have extensive tax and customs litigation experience at the trial and appellate levels, and thus, can obtain the best possible results in your appeals of denials for applications to the Court of Tax Appeals (CTA), Court of Appeals, Supreme Court and other courts of competent jurisdictions. We provide you with reliable, dedicated representation in appealing local and revenue tax assessments or denials of protests of assessments to the regular courts, the CTA, the Court of Appeals and the Supreme Court.
g. Tax Compliance Review
We provide a diagnostic evaluation of your company’s tax position, practices, and procedures to determine whether these comply with Philippine tax laws, rules and regulations towards the goal of identifying potential tax exposures and recommending remedial measures.
h. Tax Due Diligence Review
We assist clients in discovering the potential tax exposures of an investment target and help determine the valuation to be attributed to the investment to arrive at a sound and informed business decision.
i. Transfer Pricing
We assist clients on determining whether their existing related or intercompany pricing policies are in compliance with tax laws, rules and regulations. We review existing transfer pricing (TP) methods and recommend the adoption of the most appropriate model.
We likewise provide planning options to ensure that policies in pricing comply with the rules in different taxing jurisdictions to reduce risk of double taxation and arrive at an optimal supply chain structure. We also provide an integrated and multi-country approach to meet substantiation requirement to appropriately and efficiently document TP policies.
j. Tax Returns Preparation
We assist companies in the preparation of tax returns filed with the tax authorities.
k. Tax Seminars
We provide seminars, trainings and updates on tax and related matters where we discuss current issues, latest pronouncements of various tax
agencies, as well as recent decisions of courts on tax cases.