Whether you are a prominent corporation or a high-end individual, there is always a need for a deeper understanding of tax on a professional viewpoint. With the continuous enhancement of regulatory landscape, staying current can pose challengesHere's where RT&Co. distinguishes itself, offering tailored, high-quality services to meet your needs.

"Always considered, always proactive and always personalized, our tax advice extends to a number of key areas."

Tax

Our tax advisory services

We offer innovative and proven tax solutions at every level of the tax hierarchy. Over decades of delivering dedicated tax compliance services on a global scale, we have helped major corporations, family businesses and high-net-worth individuals to optimize their tax infrastructure.

How we can help you with tax services

  • Aims to help client understand and manage tax risks of transactions.
  • Advise clients planning to invest in a target company on the possible tax exposures, tax assets, or tax incentives of the target for all years open to a tax examination.
  • Help ensure that the valuation of the investment includes an adequate reserve for future tax assessments.
  • Check whether clients tax position and practices are in compliant with Philippine tax laws.
  • Identify and estimate their potential tax exposures and provide practical recommendations to address them.
  • Assist clients in preparing customized tax compliance guides or manuals.
  • Review and test the internal controls of the tax accounting processes of clients.
  • Let clients know whether or not there are sufficient controls in place to properly monitor and record transactions with tax impact.
  • Help our clients become tax-efficient by providing recommendations to lessen the client’s tax burden or to utilize tax assets.
  • Recommendations range from simple advice on more tax efficient treatment of revenues and expenses to structural reorganizations that will improve the tax position of a group of companies.
  • Manage the tax functions of our clients.
  • Calculate client’s taxes, and prepare and file the related tax returns. 
  • Prepare reconciliations needed in a tax assessment.
  • Act as the Court commissioned independent CPA and review the many documents required by the Court of Tax Appeals to be checked for claims for tax refunds or tax assessments.
  • Help speed up the processing of claim for refund/assessment filed with the CTA.
  • Help clients in preparing the many documents needed by the BIR or the Court to process a claim for tax refund.
  • Advise clients on various tax and regulatory matters such as those related to the creation of joint ventures, acquisitions, mergers, other corporate organizations or reorganizations, contracts, financial products, and build-operate-transfer projects.
  • Helping secure tax incentives and assisting in the registration and reporting requirements of the Bureau of Internal Revenue, Securities and Exchange Commission, Department of Trade and Industry, Board of Investments, Bangko Sentral ng Pilipinas, Philippine Economic Zone Authority, Clark Development Corporation, Subic Bay Metropolitan Authority, Local Governments, etc.
  • Provide a basic understanding of the Philippine tax system to detailed discussions of specific taxes to handling tax assessments and refunds.
  • Identify potential problem areas that could be identified by the BIR through simulating a BIR table audit.
  • Provide recommendations to help clients reduce the initial amount of tax exposures of the BIR.
  • Assist in preparing an employee’s or an expatriate’s Philippine Tax Returns and other reporting requirements for submission to regulatory agencies.
  • Prepare detailed studies on specific tax issues affecting a client’s operations or industry.
  • These studies are often used in advocating a certain tax position with various government regulatory offices.
  • Assist clients in obtaining rulings or opinions from the Bureau of Internal Revenue, the Department of Finance, and other government agencies.
  • Help clients with their tax assessments and administrative claims for tax refunds or tax credits from the national and local governments.
  • Help prospective investors identify tax-effective vehicles or structures for Philippine inbound and outbound investments.
  • Assist in the related registration requirements, such as those of the Bangko Sentral ng Pilipinas and Securities Exchange Commission.
  • Help develop or review financial models for the tax implications of different options in an investment.
  • Help clients assess whether their existing inter-company pricing policies comply with tax laws in the Philippines as well as in different taxing jurisdictions, while addressing the risk of double taxation.
  • Provide advice on how tax treaties can be effectively used for offshore transactions.
  • Assist clients in filing their application for tax treaty relief with the BIR.
  • Help clients plan for the future through tax planning for wealth transfers.
  • Discuss the donor’s or estate tax impact of such transfers.
  • Offer tax advice on creating trusts and other tax-efficient vehicles.
  • Help clients prepare for audits by the Bureau of Customs by providing Post-Entry Compliance Review Services.
  • Help clients plan future importations and better assess the related customs duties.
  • Determine the appropriate valuation and classification of importations, requirements to ensure the fast release of the imported goods from the Bureau of Customs, handling assessments and disputes with the BOC, securing the necessary permits, clearances, and licenses related to imports and exports.

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