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TAXATION

Optimize your tax strategy, and minimize your tax liability.

Smart Tax Solutions for a Fast-Moving World.

SZ Financial Consulting & Accounting provides expert tax services tailored to the Israeli market, helping companies navigate Corporate Tax, VAT, and Cross-Border issues with confidence. Our proactive approach ensures compliance, minimizes tax exposure, and supports strategic decision-making for growing businesses.

Our Tax services include

Tax Compliance & Reporting
 

  • Audit and review of Tax Returns

  • Representation before Israeli tax authorities

  • Submission of personal tax reports for shareholders

  • Assistance with voluntary disclosure for unreported funds

  • Support in withdrawing compensation and funds in a tax-compliant structure

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Advisory & Planning
 

  • Professional second opinions on complex tax matters

  • Tailored tax strategies aligned with your business structure and growth objectives

International & Residency Taxation

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  • Tax planning and consulting on Israeli and International holding structures

  • Obtaining residency certificates for foreign clients

  • Guidance on tax treaties with foreign countries

  • Managing tax residency transitions for New Immigrants, Returning Residents, or individuals disconnecting residency from Israel

  • Applications for tax benefits tied to residency status

  • Certificates & Regulatory Support

  • Obtaining withholding tax certificates for payments to foreign suppliers

  • Securing release certificates for trust-held funds related to share sales

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Tax Incentives & Government Programs

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  • Strategic tax advice on government grants and incentives

  • Assistance with applications for various grants

Companies We Help with Tax Strategy

  • ​Financial models and business structuring.

  • Building a solid business plan.

  • Cash flow monitoring and management.

  • Budget preparation and monitoring.

  • Expert financial management, analysis, and timely reporting.

  • Identifying what kind of funding or investment makes sense.

  • Creating a detailed forecast for potential investors.

  • Product cost evaluation and sensitivity analysis

  • Bookkeeping and Payroll.

  • Managing on-going financial operations.

The Fractional CFO model is ideal for cost-conscious, fast-scaling Israeli businesses.

​Get in touch to see how a Fractional CFO can transform your financial strategy and business today.

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