Private clients

The growing dynamics of the legislative changes and complexity of the tax regulations increasingly present challenges for the natural persons not carrying out business activities. The taxpayers must face the tax regulations, when they make investment decisions (real estate, shares, investment fonds). Special attention to the tax regulations must be paid in case of taxpayers who are foreigners and get income in Poland, or vice versa – are Poles and get income abroad.

We support the individual clients in all issues concerning the tax settlements, determine the tax law provisions applicable in the given situation and provide help with the preparation of the tax return.

Our servives for private clients:

PIT for expats
Gift and inheritance tax
Sale of the real estate
Tax on capital gains

PIT for expats

We offer tax advisory services to foreigners employed or carrying out business activities in Poland.

Our services are addressed in particular to managers, directors and employees working on contracts in Poland, as well as their families. We analyse the consequences of the employment of foreigners for the tax and social security settlements. We advise the employers with regard to their obligations as payee towards the employed foreigners.

We prepare the PIT returns and submit them on behalf of the clients.

Gift and inheritance tax

Donated or inherited property is subject to gift and inheritance tax in Poland. The gift or inheritance must be registered with the tax office and taxed according to the value of the gift or the value of the estate. With the support of a tax advisor, the amount of the gift and inheritance tax can often be significantly reduced.

We present the consequences of the planned transactions for income taxes, VAT, tax on civil law transactions (PCC).
We analyse the possibility of application of the residential relief.
We verify the correctness of the submitted PIT settlements of the sale of the real estate.
In case of the clients, who have sold the real estate before 1st January 2022, which acquisition was financed with credit, we analyse the possibility to apply for the refund of the overpayment, submit the correction of the tax return on behalf of the client and represent him/her in the refund proceedings.

Sale of the real estate

We advise the individual clients regarding the tax consequences of the acquisition or sale of the real estate:

We present the consequences of the planned transactions for income taxes, VAT, tax on civil law transactions (PCC).
We analyse the possibility of application of the residential relief.
We verify the correctness of the submitted PIT settlements of the sale of the real estate.
In case of the clients, who have sold the real estate before 1st January 2022, which acquisition was financed with credit, we analyse the possibility to apply for the refund of the overpayment, submit the correction of the tax return on behalf of the client and represent him/her in the refund proceedings.

Tax on capital gains

We advise on the tax on capital gains.

Our services are addressed to the clients, who invest at the stock exchange or in the investment fonds. We consider the regulations of the double taxation treaties.

We prepare the yearly tax returns considering the tax on capital gains.