Who is a Tax Advisor (Doradca podatkowy) in Poland?

A Doradca podatkowy, or tax advisor in Poland, is a specialist providing consultations and services in the field of taxation. Their role is to assist clients (both individuals and businesses) in optimizing their tax obligations and complying with Polish tax laws.

The main functions of a tax advisor include:

1. Providing tax consultations, explaining Polish tax laws and regulations.
2. Preparing and submitting tax declarations on behalf of clients.
3. Conducting tax planning for the client’s company, developing strategies to minimize tax payments.
4. Representing the client’s interests in Polish tax authorities.
5. Assessing and analyzing the tax implications of various business operations and transactions in the client’s company.

To become a tax advisor in Poland, one must complete specialized training, pass a qualifying exam, and obtain a license. Tax advisors must also adhere to ethical standards and maintain their qualifications through continuous education. Copies of the documents they prepare must be kept for five years.

Services Offered by Tax Advisors

Tax advisors in Poland provide a wide range of services, including:

• One-time consulting: Providing advice on specific tax issues or situations, such as selling business shares, selling real estate, or utilizing tax deductions.
• Business setup consultation: Assisting in choosing the most optimal business structure (LLC or sole proprietorship), registering with tax authorities, and advising on tax obligations.
• Tax optimization: Developing strategies to minimize tax payments and taking advantage of available deductions and exemptions.
• Audit: Conducting independent analysis of financial documents and tax declarations to identify potential errors or areas for improvement.
• Goods and services transactions: Consulting on the tax aspects of transactions involving the purchase and sale of goods and services, including VAT and other taxes.
• Representation before Polish tax authorities: Representing clients in tax inspections or disputes, and assisting in preparing necessary documents and statements.

These services help clients manage their tax obligations effectively, ensuring business security and efficiency.

How to Choose a Tax Advisor in Poland

Selecting a tax advisor in Poland is an important decision that can significantly impact your business’s financial health. Here are some recommendations to help you make the right choice:

1. Qualification and licensing: Ensure that the advisor has the appropriate education and a license to provide tax services in Poland. This guarantees they have the necessary knowledge and experience.
2. Check work experience: Find out how many years the advisor has been working in this field and if they have experience with companies similar to yours. Specialization in specific industries can be an advantage.
3. Review reputation through feedback: Look at reviews or recommendations from clients or business partners.
4. Ensure expertise in relevant tax areas: Confirm that the advisor has experience in the areas of taxation crucial for your business (e.g., VAT, corporate taxes, international taxation, etc.).
5. Observe communication style: The advisor should be willing to listen to your questions and explain complex tax issues in simple terms.
6. Ask about the fee structure: Some advisors work on an hourly basis, while others may offer fixed rates. Compare the cost of services from different advisors, but remember to prioritize quality.

Avoiding Mistakes When Choosing a Tax Advisor

In Poland, only licensed doradca podatkowy have the right to advise businesses on tax matters. It is essential not to turn to “grey” consultants, as they do not hold the necessary licenses and bear no responsibility for the services provided.

Progress Holding has a partnership agreement with an official tax advisor who provides professional tax services when needed. Our company also offers clients high-quality accounting services and solutions tailored to the specifics and current needs of each business.

If your company has encountered difficulties with tax payments and you are considering changing your accounting firm, you can contact Progress Holding for a comprehensive accounting and tax audit of your business.

If you have further questions, please write to us at office@progressholding.pl