The Fiscal Optimization study is performed at the end of the year before the annual closing. We recommend that the study be performed annually. We have been carrying out an annual Tax Optimization study of active and passive income for each of the 400 clients we manage, in addition to carrying it out also for the occasional clients who contract our services.
We suggest doing a pre-closing that allows us to extract the client’s active and passive income and, in the second phase prior to closing, apply the tax optimization strategies that will allow the client to comply with its obligations.