A private tax adviser is a professional whose mission is to advise companies and individuals on taxation. Its main objective is to ensure that you comply with the regulations in force, as well as the requirements of the tax administration or the Treasury. If like me, you use the services of a tax advisor, you can minimize the total amount of tax you pay, while remaining compliant with the law. In addition, my tax advisor represents me before the tax authorities when it comes to resolving tax issues.
The particular tax advisor has legal know-how and accounting knowledge. His primary responsibility is to help his clients save on taxes. Tax advisers are therefore very often in correspondence with their clients and the authorities. They organize and process the necessary tax documents.
As tasks, a particular tax adviser can or must:
Tax advisors can help you with estate matters, charitable donations and other complex tax situations. It can help you detax part of your assets. Very often, these advisers have a background in tax law or accounting. Fees vary depending on the scope of work, skills and experience of the tax advisor.
I used to believe hiring a private tax advisor was a waste of money. However, since I had the opportunity to come across one, my opinion has completely changed. The mission of tax advice for natural and legal persons is based on a series of fundamental missions:
These types of professionals are usually called upon in cases where the client does not have the knowledge or the minimum preparation to carry out a tax audit. It is also possible to outsource the tax advisory function.
I am now talking to you about the studies necessary to perform the duties of a tax advisor. The tax advisor must have in-depth knowledge in order to offer tax advisory services. In addition to being a tax specialist, the tax consultant must have knowledge of law and economics in order to assist his clients.
It is obvious that it is desirable to have a university education, for example a degree in business administration and management, a degree in economics and a degree in law. It is also recommended to do specific postgraduate studies such as a Master’s degree in taxation or tax advice, a postgraduate degree in tax law, as well as a Master’s degree in public finance.
Having training and studies related to taxation and parafiscality will always be a plus. A determining factor for the reputation of an advisor and the trust of his clients.