Income tax and wealth tax (IFI) filingsTax lawyers in Bordeaux, Paris and Hossegor
Income tax returns and returns for the Impôt sur la Fortune Immobilière (IFI, the French real estate wealth tax) are complex annual tax obligations, particularly for taxpayers with diversified income, interposed structures or substantial real estate holdings.
An incomplete, inaccurate or insufficiently secured return may result in tax reassessments, penalties and late-payment interest, or even the opening of a tax audit. We also regularly audit returns that have been filed to the detriment of our clients’ interests, whether by the clients themselves or by various service providers.
Our firm, which specialises in the taxation of individuals and private wealth, assists its clients in preparing, securing and monitoring their tax returns, in strict compliance with the legislation in force, so that they benefit from all the optimisation schemes to which they are entitled.
Our areas of intervention
1- Assistance with income tax returns
The diversity of income sources and applicable tax regimes requires rigorous, individualised analysis. Our work covers in particular:
- Analysis of the taxpayer’s personal tax situation;
- Identification and classification of the various categories of income;
- Determination of the applicable tax regimes;
- Optimisation of the tax treatment of income in compliance with the regulations;
- Securing income tax returns.
2- Impôt sur la Fortune Immobilière (IFI) return
The IFI return requires particular care, both in determining the tax base and in valuing real estate assets, especially where companies are interposed.
Our assistance covers in particular:
- Analysis of IFI liability;
- Identification of taxable real estate assets;
- Assessment and valuation of real estate;
- Optimisation of the tax base in compliance with the applicable rules;
- Securing the IFI return.
3- Coordination of complex tax returns
Some wealth situations require coordination between several tax returns and obligations. We assist our clients in managing complex situations, including:
- Income tax returns involving international elements;
- Taking into account income and assets held through interposed structures;
- Coordination between income tax returns, IFI returns and ancillary reporting obligations;
- Anticipating tax risks arising from inconsistencies between returns.
4- Securing returns and managing tax risks
With tax audits being stepped up, securing returns is a major issue. Our work covers in particular:
- Analysis of the tax risks associated with returns;
- Verification of the consistency and compliance of returns;
- Securing supporting documentation;
- Assistance in the event of a request for information or a tax audit.
5- Long-term support and tax monitoring
Beyond preparing returns, our firm provides comprehensive, long-term support:
- Monitoring the client’s tax situation from one year to the next;
- Adapting returns to legislative and case-law developments;
- Anticipating future tax impacts;
- One-off or ongoing tax advice in connection with the client’s wealth situation.
A confidential, rigorous, and tailored approach
Every tax situation calls for a specific analysis. Our approach is based on:
- A personalised analysis, tailored to the taxpayer’s situation;
- A strategic vision, taking into account short- and long-term issues;
- A complete command of tax regularisation procedures;
- Absolute confidentiality, essential for sensitive matters.
A trusted partner for your reporting obligations
We act as a trusted partner to our clients, securing their reporting obligations and protecting their interests in a demanding and ever-changing tax environment.
OUR OTHER SERVICES IN PERSONAL TAXATION
- Wealth and estate tax strategy
- Business Transfer
- Real estate taxation and optimization
- Tax regularization
- Defense in case of personal tax audits
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