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Expertise / International Tax & Wealth

Tax Regularization & Tax Controversy

Securing the past. Controlling the present. Protecting the future

In an era of enhanced global tax transparency, tax authorities now have extensive tools to identify undisclosed offshore assets.

Through the Common Reporting Standard (CRS) and automatic exchange of information, authorities can access data relating to foreign bank accounts, financial assets and offshore structures, significantly increasing exposure to tax risk.

In this environment, delayed or poorly managed action may result in substantial tax reassessments, penalties, and, in some cases, criminal exposure.

Our firm provides strategic, technical, and highly confidential support in both tax regularization and tax controversy matters.

Our Approach

Our practice focuses on two key dimensions:

Our Services

Voluntary disclosure & regularization of offshore assets

  • undisclosed offshore bank accounts
  • international investment portfolios
  • interests in foreign entities
  • trusts, foundations and fiduciary structures
  • foreign real estate holdings

Tax audits and investigations

  • assistance during personal tax audits (ESFP)
  • responding to requests for information on offshore assets
  • structuring technical responses and supporting documentation
  • negotiating proposed tax adjustments

Case Studies

1

Regularization of undisclosed offshore bank accounts

Regularization and voluntary disclosure of financial assets in Latin America.

View case details

A client holding bank accounts in Latin America that were not declared in France seeks to regularise their tax position. We reconstruct financial flows, prepare amended tax returns and handle interactions with the tax authorities.

Key Contributions:
  1. reconstruction of international financial flows
  2. preparation of amended tax returns
  3. handling negotiations with tax authorities for penalty reduction
2

Tax audit on cross-border income

Defense and response preparation for tax audits regarding foreign-source income.

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A taxpayer is subject to a tax audit regarding income received from foreign sources. We structure the response, substantiate the financial flows, and negotiate the proposed tax adjustments.

Key Contributions:
  1. structuring technical and evidence-based defense
  2. documented substantiation of cross-border flows
  3. negotiation of proposed adjustments to minimize tax liability

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