Strategic & Ongoing Tax Advisory
Tax advice that starts with understanding your business
Tax questions rarely arise in isolation. They usually result from business decisions — a new contract, a change in the operating model, an investment, financing, a transaction or new regulatory requirements.We help companies understand the tax consequences of their decisions before they are implemented, identify potential risks and find solutions that take into account both Polish tax regulations and the client’s business objectives. We also provide ongoing tax support to management boards, CFOs, finance and accounting teams, giving them access to experienced tax advice whenever a tax question arises in the course of business.
How we can help
We provide ongoing and project-based tax advice to Polish companies, international groups and investors, including
advising foreign investors planning to enter or expand operations in Poland, including the tax aspects of setting up a business, making an investment and choosing an appropriate operating structure;
assessing the tax implications of transactions, contracts and business decisions;
advising on corporate income tax (CIT), value added tax (VAT), withholding tax (WHT), tax on civil law transactions (PCC) and other Polish taxes relevant to the client’s business;
advising on Polish withholding tax requirements, including the application of exemptions and reduced rates, the pay-and-refund mechanism, WH-OSC statements and applications for opinions allowing the application of WHT preferences;
advising on Polish e-invoicing requirements (KSeF) and supporting companies in preparing their business and invoicing processes for compliance;
supporting companies with Polish electronic tax reporting requirements relating to accounting books and corporate income tax (JPK_CIT), including analysis of reporting requirements and account mapping;
reviewing contracts, transaction structures and business models from a tax perspective;
advising on the tax implications of new business models and changes to existing operations;
preparing tax opinions, memoranda and practical recommendations;
preparing applications for individual tax rulings;
assessing the impact of changes in Polish tax legislation on the client’s business;
advising on complex or unusual tax matters;
providing ongoing tax consultations by email, phone and online meetings;
working directly with management boards, CFOs, finance and accounting teams and the client’s other professional advisors.
Where a matter involves more than one jurisdiction, we can cooperate with independent member firms of MSI Global Alliance to coordinate tax advice across the relevant countries.
Strategic advice when your business is changing
Some tax questions arise because the business itself is changing.
A company may be entering a new market, introducing a new product or service, changing its contractual relationships, modifying transaction flows, making a significant investment or considering a different operating model.
In such situations, tax should be considered before the business decision is implemented.
We help clients understand how different options may affect their tax position, identify potential risks and assess whether the contemplated structure works from a Polish tax perspective.
Where the planned change requires a broader corporate or ownership reorganisation, we can also support the client through our Business Restructuring & Reorganisations services.
Ongoing support when you need it
Not every tax issue requires a separate project.
Many of our clients need access to an experienced tax advisor who understands their business and can provide practical support as questions arise.
We provide ongoing tax advisory services tailored to the client’s needs. This may include reviewing contracts or transactions, answering questions from management or finance teams, assessing unusual business situations, explaining changes in tax regulations or helping the client determine whether a particular issue requires further analysis.
The model is simple: when a tax question arises, our clients know who to call.
How we work
We start by understanding the business context and the decision the client needs to make.
Depending on the matter, our work may involve analysing tax regulations and case law, reviewing contracts and other documentation, discussing the issue with the client’s management or finance team and comparing possible approaches.
We aim to explain both the tax position and its practical implications clearly.
Where there is uncertainty, we identify it. Where several approaches are possible, we explain the differences and associated risks. Where additional tax certainty is appropriate, we may recommend obtaining an individual tax ruling or another available form of protection.
Our objective is to give the client enough clarity to make an informed business decision — not simply provide a theoretical analysis of the tax regulations.
Looking for tax advice in Poland?
Whether you need ongoing tax support, are planning an investment in Poland, face a specific Polish tax or reporting requirement, or want to assess the tax implications of a transaction or business decision, we can help you understand the available options and determine the appropriate next steps.
Talk to us about your business and tax needs in Poland.
Contact
Katarzyna Gorączkowska (Schmidt)
tel. +48 509 726 331
email. k.gorączkowska@bthink.pl
