Our Mission

Times change – needs change.

These days, it is not enough for a company in our sector to limit itself merely to doing its clients’ accounts. We have to go further. We have to provide creative and innovative solutions.

Tax Solutions specializes in guidance to its clients on accounts, taxation and labor law. We work in partnership with the client, because a modern accountancy and management firm must be totally committed to the success of its clients.
This is what makes Tax Solutions more effective than other firms of its kind. One of the keys to our success – and that of our clients – is that we focus on optimizing the management of information. In other words, it is a question of knowing that each client has specific needs and demands, and that solutions must be tailor-made.

Understand the client’s circumstances.

Know how to manage information.

 

These are the powerful tools that Tax Solutions employs in the service of its clients.

 

MANAGEMENT SERVICES

ACCOUNTANCY

• Tax and accountancy services in accordance with Portuguese law;
• Auditing by ongoing correlation of accounting information with that supplied by the client;
• Preparation and notification to the client of all obligations regarding tax declarations, tax-accountancy matters and tax payments;
• Legal responsibility for the company’s accounts;
• Keeping of register books and closure of accounts;
• Preparation of official minutes;
• Attendance at possible Ministry of Finance inspections.

TAXATION

• Ongoing personalized supervision of client’s tax affairs;
• Research and advice on fiscal investment strategies;
• Business tax accountancy and advice for companies and business-people to minimize taxes legally;
• Guidance on the best way to set up companies, according to the type and size of the investment;
• Handling of set-up formalities and of procedures for possible alterations to company structure;
• Other fiscal matters.

PERSONAL MANAGEMENT

• Establishment of company parameters;
• Salary processing;
• Completion, notification and payment of Social Security and Income Tax;
• Guidance on setting up and terminating work contracts;
• Handling of formalities related to employees joining Social Security;
• Preparation of all charts relating to personnel management;
• Maintenance of personnel files;
• Attendance at Ministry of Labor Inspections.

FIXED ASSETS

• Setting up of asset files, as required by law;
• Preparation of statements of depreciation of assets as required by law;
• Re-evaluation of fixed assets;
• Updating of individual register of each capital asset;

MANAGEMENT REPORTS
Preparation of monthly reports containing the following information:

• Balance sheet;
• Profit and loss statement;
• Simulations of monthly and annual results;
• Simulations of monthly and quarterly corporate tax calculation;
• Statements of monthly and accumulated operating figures;
• Monthly and accumulated statement of income and expenditure;
• Annual statement of income and expenditure showing ratios;
• Other management statements tailored to client’s individual needs.