Corporate administration services

Corporate tax:

Corporate tax compliance

• Preparation and filing of Profits Tax Returns (PTRs)
• Assistance with tax position and adjustments
• Assistance with IRD tax queries and assessments review
• Liaison with the IRD on tax related matters

Tax solutions

• Advice on evaluation of offshore claims and source of profits
• Assistance with structuring investments and reorganisations
• Advice on permanent establishment and cross-border analysis
• Advice on corporate treasury centre
• Application for Hong Kong tax incentives

Transfer pricing (“TP”) services

• Preparation of Master and Local Files
• Benchmarking studies
• Advice on TP arrangements/ transactions, including advisory on inter-company agreements
• Assistance on TP audits and disputes resolution

Tax controversy and audit support

• Representing clients in IRD audits and enquiries
• Preparing voluntary disclosures and negotiating settlements
• Filing objections and appeals
• Liaising with the IRD on technical issues

Tax health checks and due diligence

• Assistance with review on historical filings for compliance gaps
• Conducting pre-acquisition and vendor due diligence
• Assistance with assessing risks in mergers, acquisitions or restructurings
• Advice on tax warranties and indemnities

Cross-border planning and double tax relief

• Treaty access and permanent establishment management
• Structuring for withholding tax efficiency
• Double tax relief claims and planning
• Coordination with overseas tax advisers

Foreign Account Tax Compliance Act (“FATCA”) / Common Reporting Standard (“CRS”)   compliance

• FATCA and CRS registration
• FATCA and CRS annual reporting
• FATCA and CRS de-registration
• FATCA and CRS classification for the purposes of self-certification forms/ US tax forms

Personal tax

Annual tax return preparation and filing

• Preparation and filing of Individual Tax Return (BIR60)
• Review and submission of Employer’s Returns (IR56B, IR56F, IR56G)
• Calculating liabilities and optimising allowances
• Managing extensions and tax filing submissions

Expatriate arrival and departure briefings

• Pre-arrival planning for executives relocating to Hong Kong
• Tax clearance procedures for individuals leaving Hong Kong
• Advice on residency, offshore workdays and treaty relief
• Support with tax equalisation and assignment policies

Allowances and deduction optimisation

• Reviewing eligibility for married person, child and dependent parent allowances
• Advising on deductions for Mandatory Provident Fund (MPF) contributions, charitable donations, self-education expenses and home loan interest
• Ensuring proper documentation for claims
• Maximising reliefs to reduce tax exposure

Equity compensation and bonus planning

• Tax treatment of stock options and share awards
• Advising on vesting schedules and exercise timing
• Structuring bonuses and benefits to optimise tax outcomes
• Liaising with employers on reporting compliance

Tax audits and dispute resolution

• Representation in Inland Revenue Department (IRD) enquiries and audits
• Preparation of voluntary disclosures
• Handling objections and appeals
• Negotiating settlements with tax authorities

International tax coordination

• Guidance on income earned across multiple jurisdictions
• Double tax relief planning and treaty claims
• Advice on offshore employment and day-count tests
• Coordination with overseas tax advisers