The chartered accountant puts his skills at the service of individuals to support and advise them in optimizing their personal tax and wealth strategy.

You are the creator of your company, so your professional and private accounts are closely linked.

We can together define a strategy for managing your personal wealth.

– Define a coherent global strategy in the interest of the business manager
– Reduce overall taxation (corporate tax, social charges, private taxation).
– Boosting private assets through the company.
– Maximize professional real estate assets.
– Valuing the company.
– Secure your assets.
– Prepare your transmission by anticipating issues and minimizing your inheritance rights.
– Maximize your immediate income after tax, your future income (retirement) and your income at risk (in the event of illness or disability).

The chartered accountant puts his skills at the service of individuals to support and advise them in optimizing their personal tax and wealth strategy.

Taxation and tax credits

As a chartered accountant, we can also be your tax advisor. We can manage all the tax declarations that your company is required to produce periodically. We will be present at your side and will assist you during a control of the tax administration.

Preparation of personal tax declarations:

– Income (salaries, BIC, BNC)
– Property income
– Income from movable property (dividends)
– Civil companies and real estate companies
– Furnished rental
– Solidarity tax on wealth (ISF)

Calculation and control of taxes and annual fees:

– Personal income tax (IRPP)

The chartered accountant puts his skills at the service of individuals to support and advise them in optimizing their personal tax and wealth strategy.

Our pension expertise

Our staff are able to advise and manage the following areas for you:

Pension report

– Analysis of current coverage in its various aspects:
Complementary medical care, pension, disability incapacity death

Definition of objectives

– Head of family, spouse, children
– Preparation of the organization consultation file
– Analysis of responses to consultations