top of page

מתווה מס יעיל יכול לחסוך כסף רב לחברות ישראליות, חברות זרות, מרכזי פיתוח, מפעלים, מיזמים טכנולוגיים, סטארטאפים, ועצמאיים. מחלקת המס שלנו מסייעת בהתוויית הדרך המיסויית החסכונית ביותר עבור לקוחותינו.

Optimize your tax strategy, and minimize your tax liability.

שירותי מס

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

​

Advisory & Planning
 

  • Professional second opinions on complex tax matters

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

International & Residency Taxation

​

  • 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

​

Tax Incentives & Government Programs

​

  • 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.

bottom of page