Bespoke tax advice for individuals, entrepreneurs, business owners and senior executives
Forvis Mazars’ specialist personal tax expertise and integrated, international partnership are complementary and go beyond those of wealth advisors and financial planners. For individuals, whose tax positions span multiple jurisdictions, Forvis Mazars’ global team is perfectly placed to effectively and efficiently handle your tax affairs.
Our approach
HNW (High Net Worth) clients often have and are seeking complex asset holding structures that require specialist tax knowledge. Forvis Mazars works with ambitious individuals, entrepreneurs, business owners, and senior executives to provide guidance that fits with their busy lifestyles and helps them achieve their aspirations. Forvis Mazars strives to build strong, enduring relationships built on understanding and the belief that each client is unique.
At Forvis Mazars in Romania, we aim to solve two challenges. Firstly, we assist our clients with tax planning: creating a long-term, personalised plan that can even span generations. This can cover both expected and unexpected events in life and business. Secondly, we help with the implementation of the plan and assist with compliance in multiple jurisdictions, by working together with our colleagues from other countries to minimise the risks.
As an organisation that has its charitable trust, and works with many good causes globally, we understand that many HNW individuals want to give back to society. We can also advise on how to do this in a way that is tax efficient and maximises impact.
Our services
- Consultancy concerning the tax implications and residency position in Romania and assess asset protection and business continuity structures;
- Tax compliance such as filing returns;
- Establish tax residency position upon arrival to / departure from Romania;
- Obtaining various documents such as certificates of paid taxes, tax residency certificates, etc.
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