Tax planning

Tax planning

Tax planning: Strategies for efficient and compliant optimisation 

Tax planning is an essential element of the strategic management of a company or personal assets. Xpertia supports entrepreneurs, professionals and investors in defining optimal tax strategies aimed at reducing the tax burden in full compliance with current regulations.  

Thanks to our experience and in-depth knowledge of the national and international regulatory framework, we help our clients identify the best tax savings solutions, taking advantage of the opportunities offered by the system, including: 

  • Corporate tax structuring: analysis and optimisation of the applicable tax regime to reduce the impact of direct and indirect taxes, in full compliance with regulations. 
  • Income and corporate tax management: application of preferential tax regimes, deductions and tax credits. 
  • Use of tax incentives and benefits: support in accessing tax exemption measures for investments in innovation, sustainability and business growth. 
  • International tax optimisation: strategies for the correct allocation of income and management of relations with countries with preferential tax regimes, in accordance with double taxation treaties and internal regulations. 
  • Tax planning for individuals and family assets: identification of tools for asset protection and generational transfer with a view to tax and management efficiency. 
  • Advanced tax planning tools: tax consolidation, VAT group management, international ruling mechanisms, patent boxes and other optimisation tools. 

Our approach is based on personalised analysis, studying each company or asset situation to propose tailor-made strategies that allow for concrete savings in full compliance with tax regulations. 

 

Accounting services

registration of accounting transactions and periodic verification of mandatory records using advanced AI systems.

Drafting and preparation of tax returns

calculation and submission of VAT, IRES, IRAP and other taxes due.

Tax and regulatory advice

Support in interpreting and applying tax and fiscal regulations.

Provision of financial statements and reports

Provision of financial statements and reports in accordance with IAS/IFRS and OIC standards. Budgeting and reporting. Advice on the preparation of ESG financial statements.

Relationship management with institutions and authorities

submission of mandatory communications and management of any checks or requests from the Revenue Agency or other institutions.

Support in human resources management

preparation of the Single Employment Ledger and management of all related social security, tax and administrative obligations.

Tax planning

tax workload optimisation and suggestions for savings strategies within the tools provided by the system.

Tax Credits

Assistance in acquiring and utilising tax credits

Assistance to international groups and in internationali- sation processes

International assistance and full support package for groups, funds and foreign investors.

Audit & Governance

In a constantly evolving legislative environment, characterised by increasing