At BGO Patrimoine, our commitment is to guide our clients through the complexities of their tax returns, focusing on tax compliance as a lever for optimization. We understand that, in an international tax environment, every detail is crucial to ensure effective and smooth tax management. We offer specialized expertise to assist you in preparing your tax returns, ensuring that you comply with all necessary regulations while maximizing your tax benefits. Our rigorous approach guarantees that your situation is always in compliance with the legislation, thus avoiding any unpleasant surprises.
With BGO Patrimoine, enjoy personalized support where integrity and efficiency are at the core of our service. We create tailored solutions, adapted to your personal or professional situation, enabling optimal management of your taxation.
Contact us today to discover how our compliance approach can turn your tax challenges into opportunities.
Our experts analyze every detail to ensure compliance, performance, and peace of mind. Your situation is unique, and so is our advice. Contact us to discover how we can shape an approach perfectly aligned with your needs and objectives.
Income Tax Return:
Tax Withholding Recovery:
Tax refunds, social security contributions, URSSAF contributions:
1
In most countries, when you are a tax resident, you must declare all your worldwide income, meaning all income received, whether from domestic or international sources. This ensures compliance with local tax obligations and helps avoid penalties while facilitating the application of international tax treaties.
2
Bilateral tax treaties signed between countries aim to avoid double taxation on the same income. They determine which country has the right to tax certain types of income and provide tax credit or exemption mechanisms to minimize the total tax impact for taxpayers residing in two jurisdictions.
3
Adult children can be attached to the tax household under certain conditions, generally related to their age, student status, and financial resources. This attachment can provide tax benefits, such as increases in tax shares, tax reductions, and eligibility for certain credits or deductions. Conversely, by detaching them from the tax household, it's possible to deduct a fixed pension amount. In all cases, it's advisable to run a simulation.
4
Real estate properties located abroad must be included in the Real Estate Wealth Tax (IFI) base for French tax residents, or in the wealth tax base for Swiss residents. Proper valuation of these properties is essential to avoid tax penalties and optimize the tax burden while complying with any international agreements. From a Swiss tax perspective, the SCI (Real Estate Investment Company) receives special treatment. It is important to research the tax implications.
5
Tax residence is primarily determined by the location of your home, your center of economic and personal interests, as well as the number of days spent in a country. Understanding these criteria is crucial to ensure you properly fulfill your tax obligations and don't put yourself at risk with tax authorities. In France, the statute of limitations granted to the tax administration is extended to ten years in cases of false foreign tax domiciliation (which is also subject to criminal prosecution).