Defense in case of personal tax auditsTax lawyers in Bordeaux, Paris and Hossegor

1- Preparing for and anticipating the tax audit

Effective preparation makes it possible to anticipate the issues at stake and to secure the taxpayer’s defence. We assist in particular with:

• Analysis of the taxpayer’s tax and wealth situation;
• Identification of sensitive points or risks of reassessment;
• Preparation of the necessary documents and supporting evidence;
• Definition of an appropriate defence strategy;
• Advice on the taxpayer’s rights and obligations.

2- Support during the tax audit

We assist our clients throughout the tax audit procedure in order to ensure the compliance and legal certainty of exchanges:

• Monitoring of the audit procedure, from receipt of the notice of audit (avis de vérification) or of the proposed tax reassessment (proposition de rectification) through to the resolution of the dispute:
  • Detailed, reasoned response to the proposed reassessment;
  • Hierarchical appeals (recours hiérarchiques);
  • Commission des impôts (tax commission);
  • Formal tax claim (réclamation contentieuse);
  • Proceedings before the tribunal administratif (Administrative Court) or the tribunal judiciaire (Civil Court), with appeal proceedings if necessary;
• Negotiation with the tax authorities, in line with our clients’ wishes, and amicable remedies;
• Challenging penalties;
• Coordination with chartered accountants and wealth advisers.

3- Post-audit follow-up

Once the audit has been closed, it is essential to secure the future tax position:

• Implementation of good filing practices;
• Review and adjustment of subsequent returns;
• Advice on anticipating future tax risks;
• Support with changes in the taxpayer’s wealth and tax situation.