- Cross-border tax structuring
We structure your obligations (planning and compliance) for expatriates and cross-border employees, including payroll and social security obligations.
We assist in preparing and filing applications for Requests for Confirmation (RFC) and Tax Treaty Relief Applications (TTRA), ensuring clients properly avail of tax treaty benefits. Our team handles documentation, legal analysis, and coordination with regulatory agencies to confirm reduced tax rates or exemptions under applicable treaties.
Tax Compliance and Reporting
The firm advises businesses and professionals on Philippine tax compliance and reporting obligations, ensuring that filings and documentation requirements with the Bureau of Internal Revenue (BIR) are properly managed and consistently aligned with applicable tax regulations. We support clients in maintaining accurate tax records, meeting statutory deadlines, and implementing compliance systems that reduce regulatory risk and administrative burden.
Our team works closely with management, finance departments, and accounting professionals to oversee tax reporting processes and ensure that tax filings accurately reflect the client’s financial activities and operational structure. Through proactive compliance oversight, we help organizations avoid penalties, address regulatory issues early, and maintain a strong compliance posture with tax authorities.
Our services include:
- Preparation and filing of tax returns
We prepare and oversee the filing of various Philippine tax returns, including income tax, value-added tax (VAT), percentage tax, withholding tax, and other BIR-mandated filings. Our team reviews financial data, structures accurate reporting positions, and ensures that returns are submitted in accordance with statutory deadlines and regulatory requirements.
- BIR compliance and documentation
We advise businesses on BIR registration requirements, regulatory documentation, and tax record management. Our team structures internal compliance processes, reviews required tax documents, and ensures that supporting records, invoices, and books of accounts meet the standards required by Philippine tax regulations.
- Ongoing tax reporting obligations
We oversee recurring tax reporting obligations and guide clients in managing periodic BIR filings, compliance updates, and regulatory submissions. Our team coordinates closely with finance and accounting teams to maintain accurate reporting systems and ensure that businesses remain fully compliant with evolving tax regulations and BIR issuances.
Tax Audit and BIR Defense
The firm advises and represents taxpayers in tax audits, investigations, and assessments conducted by the Bureau of Internal Revenue (BIR). We manage the audit process from the issuance of a Letter of Authority (LOA) through the resolution of tax assessments, guiding clients through each stage while safeguarding their legal and financial position.
Our team works closely with management, finance teams, and accountants to structure appropriate responses to BIR inquiries, evaluate potential exposure, and develop defensible tax positions. We oversee document submissions, prepare technical responses, and conduct negotiations with tax authorities to achieve practical and legally sound resolutions.
Our services include:
- Assistance during LOA, PAN, FAN, and FDDA
We provide comprehensive assistance in responding to Letters of Authority (LOA), coordinating seamlessly with our Litigation and Accounting Departments to manage document submissions, prepare required explanations, and represent clients before the BIR. Our team ensures accurate compliance, strategic guidance, and full support throughout the audit process.
We also assist with all stages of BIR assessments, including the Preliminary Assessment Notice (PAN), the Final Assessment Notice (FAN), and the Final Decision on Disputed Assessment (FDDA). Working closely with our Litigation and Accounting Departments, we prepare legally grounded responses, reconcile accounting issues, and defend clients’ positions to minimize exposure and ensure due process.
- Representation in tax investigations
We represent taxpayers during BIR investigations and inquiries involving alleged tax deficiencies or compliance issues. Our team manages communications with tax authorities, coordinates the preparation of supporting documentation, and develops strategic responses to audit findings. We also advise clients on risk exposure and recommend corrective measures where necessary to mitigate potential liabilities.
- Dispute resolution before tax authorities
Where tax assessments are contested, we represent clients in pursuing administrative remedies before the Bureau of Internal Revenue. Our team prepares protest letters, position papers, and supporting submissions and conducts negotiations with tax authorities to resolve disputes. We work to secure favorable outcomes through structured negotiations and legally grounded arguments, while preparing clients for potential escalation when necessary.
VAT and Indirect Tax Services
The firm provides strategic advisory and compliance management on Value-Added Tax (VAT), percentage taxes, and other transaction-based taxes under Philippine tax laws. We guide businesses in structuring transactions, managing indirect tax exposure, and maintaining regulatory compliance while protecting their financial and operational interests.
Our team works with clients to navigate the complexities of indirect taxation—from VAT registration and compliance obligations to refund recovery and transaction-level advisory. We coordinate closely with finance teams, accountants, and management to ensure that indirect tax positions remain aligned with regulatory requirements and business objectives.
Our services include:
- VAT registration and compliance
We advise businesses on VAT registration requirements and oversee the process of securing VAT registration with the Bureau of Internal Revenue. Our team structures compliance systems to ensure proper VAT invoicing, documentation, and reporting practices. We also guide clients through ongoing regulatory obligations, helping them maintain accurate filings and remain compliant with BIR rules and issuances governing VAT reporting.
We represent VAT-registered taxpayers in pursuing VAT refund or tax credit claims, particularly in relation to zero-rated transactions and excess input VAT. Our team evaluates eligibility, structures refund strategies, and manages the preparation and submission of supporting documentation. We oversee the administrative process before the BIR and safeguard the client’s position throughout the review and evaluation of the claim.
We advise businesses and professionals subject to percentage taxes on the appropriate tax treatment of their transactions and operations. Our team structures tax positions, clarifies compliance obligations, and assesses whether businesses would benefit from remaining under percentage tax or transitioning to VAT registration based on operational scale, industry considerations, and regulatory thresholds.
Transfer Pricing Documentation and Advisory
The firm advises businesses on transfer pricing compliance and risk management, ensuring that intercompany transactions are conducted in accordance with Philippine tax regulations and internationally recognized transfer pricing principles. We assist organizations in structuring related-party transactions, documenting pricing methodologies, and maintaining defensible tax positions in the event of regulatory review.
Our team works closely with corporate management, finance teams, and accounting professionals to evaluate existing transfer pricing policies, assess compliance risks, and align intercompany arrangements with regulatory expectations. We also oversee the preparation of documentation and analytical support required by the Bureau of Internal Revenue (BIR) and other relevant authorities.
Our services include:
We conduct comprehensive transfer pricing studies to evaluate whether intercompany transactions comply with the arm’s length principle. Our team analyzes the functions, assets, and risks of related entities, determines appropriate transfer pricing methodologies, and structures defensible pricing arrangements consistent with regulatory guidelines.
We perform benchmarking analyses to determine appropriate pricing ranges for related-party transactions by comparing them with similar transactions between independent parties. Our team evaluates comparable data, applies recognized analytical methods, and develops supportable economic analyses to substantiate the client’s transfer pricing positions.
- Regulatory documentation support
We oversee the preparation and maintenance of transfer pricing documentation required under Philippine tax regulations. Our team structures documentation to meet BIR standards, ensuring that intercompany transactions are supported by clear analysis, complete records, and defensible methodologies that can withstand regulatory scrutiny.
