Situation and jurisdiction review
Identify the locations, entities, activities and periods relevant to the question you need to resolve.
Tax planning and coordination
Taxation Advisory Service
Understand the tax questions behind your personal or business decisions. Organize the information, clarify responsibilities and plan the next steps with the relevant jurisdiction in view.
Support shaped around your priorities.
Tax work depends on the jurisdiction, the facts and the period involved. The first step is to define the issue clearly, identify the records needed and establish the appropriate scope of professional support.
Who this service is for
- Business owners reviewing tax-related obligations
- Individuals navigating a change in circumstances
- Finance teams preparing questions for tax specialists
Areas of support
Record readiness
Organize the information and open questions needed for a focused tax discussion.
Planning considerations
Explore the tax-related questions arising from a proposed business or personal change.
Compliance coordination
Clarify responsibilities, information dependencies and the next steps to discuss with the relevant tax professional.
What the engagement can produce
Final deliverables are confirmed in your agreed scope.
- A clearly scoped tax issue and information checklist
- A record of assumptions and questions requiring confirmation
- An action plan with agreed responsibilities and timing
From first conversation to next steps
Describe the issue
Share the decision, reporting period and relevant jurisdiction at a high level.
Confirm the remit
Agree the professional support required, deliverables and fees.
Review the information
Identify gaps and work through the questions within the agreed scope.
Coordinate follow-through
Document next steps and any filing or specialist responsibilities.
Your questions, answered
Does an enquiry include tax-return preparation?
No. Return preparation, filing and representation must be explicitly included in an agreed engagement. The first conversation establishes what support is needed.
Can I enquire about more than one country?
Yes. Identify the countries involved so the required expertise and responsibilities can be established before an engagement is accepted.
Should I upload tax records with my enquiry?
No. Start with a high-level description. Any records needed for an agreed engagement should be requested through an appropriate secure process.
Let’s start a conversation
Tell us what you want to work toward.
Share your priorities and the question you need help answering. We’ll review your enquiry and clarify the next step.
Use a high-level description. Please leave out account numbers, tax identifiers and confidential financial documents.