Taxation planning at Denis Breen and Co is an ongoing function that takes account of your personal as well as your business circumstances.
Yearly Taxation Planning
All Personal and Corporate year end taxation returns are put through a detailed tax review process to ensure clients are minimising their taxation liability prior to filing. All taxation returns are submitted via the online Revenue system ( ROS ).
In addition to this yearly process Breen and Co advise on all areas of business life tax planning and one time transactional tax planning.
Business Life Tax Planning
- Business and company start-ups Gift and Inheritance Tax planning
- Business succession planning
- Business Retirement Taxation Planning
- Tax Efficient extraction of Cash / Assets from your Company
Transactional Taxation Planning
- Tax planning when making investment decisions
- Capital Gains Tax planning
- Company acquisitions, sales and re-organisations
Revenue audits and investigations
Denis Breen and Co have over 80 years combined experience dealing with the highest level of Revenue Audits. All financials we prepare are put through a rigorous review process to ensure they will stand up to the demands of a Revenue Audit therefore allowing owners to concentrate on the future.
Preparation of Financial Statements and Submission of Corporation and Income Taxation Returns
Our core business is the accurate preparation of annual financial statements in a timely manner to meet the demands of today’s challenging requirements. We assist clients in all aspects of this process, from the preparation of year end financials to on-going management accounts. This can be done using traditional methods or by employing our online accounting service.
All year end financials will be put through a rigorous tax review process to ensure clients are minimising their taxation liability prior to filing. All taxation returns are submitted via the online Revenue system ( ROS ).
The requirement to carry out of an Audit is typically an imposed requirement based on your Company Size / Industry / Lenders or funding partners.
At Breen and Co we provide the necessary quality assurance to your shareholders, lenders, creditors and funding partners, whilst at the same time provide a useful service to the operation of your business.
Our auditors have insight into best practice across a range of industries and can highlight particular strengths or weaknesses in your operations and provide you with a series of recommendations to assist in improving your business processes. You will be involved at all stages of the Audit and we will make insightful recommendations following your audit You’ll leave your audit review meeting with meaningful information and an action plan to improve your business systems, your decision making and most importantly, your results.
If your Company size falls below the new thresholds and there are no third party requirements then you may not need a full statutory Audit. In which case we will file your accounts as Audit Exempt, thus eliminating unnecessary fees, at the same time we will still give you the best business advice in order to improve your business systems, your decision making and most importantly, your results.
Authorised Investment Advisor
Denis Breen and Co is Authorised by the ACCA ( Association of Chartered Certified Accountants ) to carry on investment business. Your investments form an intricate part of your overall business strategy. See our article “5 simple investment tips” for an understanding of our approach and the steps all investors should take.
Tax Efficient Investing
Pension Investing – Typically on-going payments or lump sums invested prior to year end for Companies or prior to Income taxation return deadlines for individuals.
At Denis Breen and Co you will receive sensible advice on where to invest your hard earned after tax cash. We will guide you on the various products and providers in the market and assist you in developing a life long investment strategy.
Denis Breen can assist you in all aspects of Corporate Finance, including Raising new capital in order to grow your business or start a new one. Acquiring a new business, Selling your business or Merging your business with another