One delivery model combining legal, tax, audit and financial expertise.
Services
Legal, tax, audit, finance and restructuring support for businesses.
We handle ongoing matters as well as transactional, ownership, turnaround and multidisciplinary projects.
How we work
We agree the scope, team and reporting model before work begins.
Each practice operates independently, but coordinated delivery creates the greatest value. Clients receive implementation-ready recommendations rather than a set of disconnected opinions.
Recommendations shaped from the perspective of management boards, owners and investors.
Team involvement scaled to the matter, with clear and undivided accountability.
Areas of support
Practices and specialisms for day-to-day and strategic needs.
Business succession →Transfer pricing →Legal advisory01Tax advisory02Accounting and payroll03Audit04Restructuring and insolvency05Business advisory06Polish family foundation07Withholding tax (WHT)08
01
Legal advisory
Corporate, transactional, contractual and dispute support for companies, business owners and individual clients.
M&A, mergers, demergers and corporate transformations
Corporate and shareholder advisory
Contract and real estate law
Employment law, disputes and litigation
Criminal and fiscal criminal law
Intellectual property and new technologies
Transactions and corporate matters
We guide clients from initial planning and due diligence through negotiations and document preparation to completion and post-deal support.
Contracts, real estate and day-to-day operations
We draft and negotiate commercial agreements, policies and corporate documents. We also advise on real estate transactions and construction projects.
02
Tax advisory
Tax advice for businesses seeking certainty, efficiency and predictability in managing their tax and other public-law obligations.
Ongoing tax advice and tax reviews
Transfer pricing and withholding tax
CIT, VAT, PIT and Estonian CIT
Tax audits and proceedings
Customs and excise duty
Tax planning and mandatory disclosure rules (MDR)
Ongoing compliance and tax certainty
We support finance teams and management boards in interpreting regulations, planning settlements and documenting tax decisions.
Transfer pricing
We identify documentation obligations, prepare local and master files and benchmarking analyses, and support clients with TPR reporting.
03
Accounting and payroll
Outsourced accounting, financial reporting and HR and payroll services for businesses that value quality, timeliness and operational accountability.
Full-service accounting and tax records
HR, payroll and Polish social security settlements
Financial statements and tax returns
Management and group reporting
Support for in-house finance teams
Management of selected accounting processes
Full-service accounting
We maintain accounting books, tax records and settlements using well-structured processes and systems tailored to the scale of each client’s operations.
Financial and management reporting
We prepare financial statements, consolidation packages and management reports. We also support period-end closing and audit preparation.
04
Audit
Audits and reviews of financial statements performed in accordance with local and international regulations, including engagements for corporate groups.
Audits of separate and consolidated financial statements
Polish Accounting Standards and IFRS
Group reporting packages and investor reports
Financial due diligence
Assurance services
Internal control and reporting
Audits and reviews
We audit separate and consolidated financial statements prepared under Polish accounting regulations and International Financial Reporting Standards.
Corporate groups
We audit reporting packages and perform procedures required by group auditors, with a strong focus on clear communication and timely reporting.
05
Restructuring and insolvency
Advice for businesses and creditors in special situations, covering restructuring proceedings, recovery plans and the protection of enterprise value.
Restructuring plans and insolvency analysis
Arrangement proceedings and crisis advisory
Out-of-court debt restructuring
Court-appointed supervisor and administrator roles
Protection and representation of creditors
Bankruptcy applications for businesses and individuals
Assessment and action plan
We analyse the company’s financial, operational and legal position and develop realistic options and a restructuring plan.
Negotiations and out-of-court solutions
We negotiate with creditors on deferrals, instalment plans and debt reductions, with the aim of safeguarding business continuity.
06
Business advisory
Support with valuations, business performance, risk management, capital projects and transformation programmes.
Business and asset valuations
Enterprise risk management
NewConnect, regulated markets and fundraising
Financial performance and cost optimisation
Business fraud investigations
Support for mergers and business growth
Valuations and financial analysis
We value businesses, shares, assets and intangible assets for transactions, reorganisations, disputes and shareholder decisions.
Capital markets and financing
We support preparations for admission to NewConnect or a regulated market, fundraising and the development of investor documentation.
07
Polish family foundation
Organise family assets, governance and succession. We help assess, design and implement a Polish family foundation, from the initial review to ongoing legal and tax support.
Feasibility assessment
Structure, beneficiaries and benefits
Statute and documentation
Asset contributions and tax analysis
Registration support
Ongoing legal and tax advice
Start with the purpose
A Polish family foundation can support long-term asset management and establish rules for beneficiaries. We first examine family circumstances, ownership and business plans. This structure is not appropriate for every situation.
Is it right for your family?
We weigh organisational benefits against costs, obligations and restrictions. We consider income, beneficiaries’ needs, the founder’s desired influence and the funding of benefits. Where another solution better meets your objectives, we explain the alternatives.
08
Withholding tax (WHT)
Plan cross-border payments with the right documentation. We support withholding agents with Polish WHT analysis, tax relief verification, refunds and disputes.
Classification of cross-border payments
Exemptions and reduced rates
Beneficial ownership and due diligence
Pay-and-refund mechanism
Relief opinions and tax refunds
WHT audits and proceedings
Check obligations before payment
We analyse dividends, interest, royalties and service fees. Not every cross-border payment is subject to WHT. The substance of the payment, its recipient and the applicable legal basis matter, not simply the invoice description.
Relief requires verification
We review domestic rules, the relevant tax treaty and the conditions for relief. Our assessment considers the evidence and circumstances of each payment.
Contact
Tell us your objective and where the matter stands. We will propose a team and an action plan.
We begin with a conversation about the business context, priorities and risks, then select the right team and engagement model.