Description of Service
Completing your Wealth Tax formalities consists of 4 steps:
- Review during the first contact meeting
- Validation of all documentation
- Wealth Tax simulation with our internal software (EIC)
- Calculation of Tax Reduction
- Selecting an approved investment fund
- Review during the closing meeting
- Validation of the draft version during the closing meeting
- Wealth Tax Declaration
- Acknowledgement of receipt transferred to the client
IV. Relation with the Administration
- Subsequent follow-up with the Inspector in Charge until receipt of the tax notice
At this point the service has been completed and the tax return taken care of.
In the future, if you continue to use our services, we will keep you informed of any changes to the calculation formula should the political environment change. This is the tax culture of France after all!