Services

Director & Private Client Services

Director & Shareholder Tax Compliance

Services addressing tax obligations arising from directorships, shareholdings, and ownership roles within Irish companies.
Director Tax Compliance
Preparation and review of tax filings required for company directors in accordance with Irish Revenue rules.
Shareholder Tax Matters
Support for tax considerations related to dividends, share disposals, and ownership positions.
Remuneration Structure Support
Review of director remuneration components to ensure alignment with Irish tax compliance requirements.

Personal Tax Compliance

Personal tax services supporting individuals in meeting income tax and related filing obligations in Ireland.
Revenue Correspondence
Assistance with Revenue enquiries and correspondence relating to personal tax matters.
Revenue Correspondence
Assistance with Revenue enquiries and correspondence relating to personal tax matters.
Compliance Reviews

Review of personal tax positions to identify reporting gaps or inconsistencies.

Documentation Standards
Confirmation that personal tax records and supporting documentation meet Revenue expectations.
Error Identification & Correction
Identification and correction of errors in previously submitted personal tax information.

Private Client & Wealth Awareness

Support services addressing tax awareness and reporting considerations for private clients with complex personal or family financial arrangements.
Private Wealth Structuring Awareness
Consideration of tax implications arising from personal asset and wealth structures within an Irish context.
Cross-Role Tax Alignment
Alignment of director, shareholder, and personal tax positions to support consistent and compliant reporting.

Service Scope & Standards

Regulatory Framework
Services are provided in accordance with Irish tax legislation, Revenue guidance, and applicable statutory requirements.
Defined Responsibilities
Responsibilities between the individual and advisor are documented to ensure clarity in compliance matters.
Review & Oversight
Personal and director-related tax information is reviewed prior to submission or reliance.
Record Retention
Tax records are maintained and retained in line with Irish Revenue requirements.
Director and private client services are delivered within defined regulatory and professional frameworks.
Accurate personal tax reporting supports statutory compliance and Revenue obligations.
Clear records assist in managing ongoing director, shareholder, and personal tax responsibilities.
“Personal and director tax matters were handled with clear reference to Revenue requirements and appropriate documentation standards.”
— Client Feedback