Strategic Tax Advisory & Planning
Decisions made with the tax cost in plain view
Almost no tax contingency is born of bad intent. It's born of decisions made without seeing the full tax effect: a corporate restructuring, a loan between related parties, a new partner, a change of business activity. Our job is to anticipate that effect and document it, so the structure you chose holds up under a tax audit years later.
This is for you if…
- You're about to restructure the company, bring in a partner, or sell equity.
- You invoice related parties or foreign clients and aren't sure your pricing policy would hold up in a tax audit.
- You feel you pay more tax than you should, but no one has explained why.
- You're launching a new line of business and want to know the tax cost before you start.
- You have investments, accounts, or income outside Costa Rica.
What's included
- A preventive review of income tax, VAT (IVA), and formal filing obligations for periods still open.
- Corporate structure and restructuring design: mergers, spin-offs, holding structures.
- Analysis of related-party transactions and transfer-pricing documentation.
- Planning for profit distribution and partner compensation.
- Assessment of incentives and special regimes that apply to your activity.
- A written legal opinion, grounded in the law, backing each decision before third parties.
Schedule a diagnosis →
A first 45-minute session to understand your current structure.