TAX COMPLIANCE AND ADVISORY SERVICES
Tax support designed around how businesses actually need help.
Ongoing compliance. One-time reviews. Practical advisory support designed to reduce risk and support informed decision-making.
Whether you need ongoing tax compliance or a focused review to clarify risks, our services are structured so you can start at the appropriate level and adjust as your business evolves.
Book a FREE 15-Minute Consultation
Take advantage of our complimentary 15-minute consultation to discuss your needs or seek advice.
HOW CAN UNA HELP YOU?
When dealing with the BIR, it would be best not to make any errors. Even honest mistakes in calculations could result in hefty penalties. The BIR is vigilant against tax evaders and does not take these issues lightly because tax evasion is a criminal offense that affects millions of Filipinos. Hence, our team is ready to assist you with tax compliance and advisory services, for the timely and accurate submission of returns to the BIR.
With our assistance, you can expect correct calculations that satisfy reporting requirements. We can also assist in proper tax planning to improve tax efficiency. More importantly, we update you on the latest revenue regulations, revenue memorandum circulars, revenue memorandum orders, and tax rulings. Our team provides timely tax consultations and advisories because these constantly change, and ignorance of these new rulings excuses no one.
Ongoing Tax Compliance (Monthly retainer)
Best for businesses that want consistent filings, fewer compliance risks, and reliable tax support throughout the year.
Our retainer services are offered in clear levels, depending on the complexity of your operations and the level of compliance oversight you need.
Standard Tax Compliance
Ongoing tax compliance support focused on timely and accurate filing, supported by basic advisory.
Best for:
- Businesses with straightforward operations
- Companies seeking compliant filings with minimal complexity
- Business owners who want consistent compliance support.
Includes:
- Preparation and filing of applicable BIR tax returns
- Review of tax computations
- Basic tax advisory for routine concerns
- Filing based on client-provided summaries and schedules
Package Comparison Guide
Enhanced Tax Compliance
Expanded compliance support designed to provide better visibility and early risk detection.
Best for:
- Growing or VAT-Registered businesses
- Companies with increasing transaction volume
- Management teams wanting added protection
Includes:
- Everything in Standard Tax Compliance
- Risk-based review of supporting documents
- Enhanced review and supervision
- More proactive advisory support
Package Comparison Guide
Comprehensive Tax Compliance
For complex, audit-exposed, or closely monitored businesses
Best for:
- Complex or audit-exposed businesses
- Companies under closer regulatory scrutiny
- Management teams seeking maximum compliance confidence.
Includes:
- Everything in Enhanced Tax Compliance
- Comprehensive documentation review
- Ongoing advisory and issue resolution support
- Active handling of compliance-related concerns
- Higher-level oversight and involvement
This is our highest level of ongoing compliance support, focused on risk management and readiness.
Tax Compliance Review
An ongoing review and oversight service where the client prepares tax computations and we provide professional review and advisory guidance.
Best for:
- Businesses with an in-house accountant or external bookkeeper
- Companies that prepare their own tax computations
- Management teams seeking ongoing review and risk visibility.
Includes:
- Review of client-prepared tax computations and draft returns
- Risk-based review of selected supporting documents
- Incidental tax advisory related to review items
- Compliance observations and recommendations before filing
Not sure which Tax Compliance Service fits your business?
- If you want reliable filing → Standard Tax Compliance
- If you want added risk visibility → Enhanced Tax Compliance
- If you need stronger controls → Comprehensive Tax Compliance
- If you prepare your own taxes but want review → Tax Compliance Review
We’ll help you assess your current setup and recommend the right level, no obligation!
Tax Health Check
A structured diagnostic review designed to identify compliance gaps, risks, and improvement areas before issues escalate.
Best for:
- Businesses unsure of their current tax compliance status
- Companies preparing for growth, audit, or restructuring
- Management teams wanting visibility over tax risks
Includes:
- Preparation and filing of applicable BIR tax returns
- Review of tax computations
- Basic tax advisory for routine concerns
- Filing based on client-provided summaries and schedules
Tax Assessment Assistance
Support for businesses responding to BIR notices, assessments, subpoenas, or audit-related matters.
Best for:
- Businesses that have received BIR notices or assessments
- Companies undergoing BIR audits or investigations
- Management teams needing guidance on proper responses and next steps
Includes:
- Review of BIR assessments, notices, or audit communications
- Guidance on responses, options, and required actions
- Assistance throughout the assessment and resolution process
Tax Advisory
Targeted advisory support for specific tax questions, transactions, or compliance concerns.
Best for:
- Businesses seeking clarity on specific tax issues
- Companies making tax-sensitive decisions
- Management teams needing technical guidance
Includes:
- Review of the specific tax issue or transaction
- Practical advice and interpretation of tax implications
- Recommended next steps or options
Tax Planning and Consulting
Forward-looking advice focused on managing tax exposure and improving tax efficiency within legal and regulatory boundaries.
Best for:
- Businesses planning transactions or restructuring
- Owners seeking better tax positioning
- Companies looking to manage future tax exposure
Includes:
- Assessment of current or planned transactions
- Tax impact analysis and planning considerations
- Strategic recommendations aligned with business goals
Estate Planning
Guidance on estate structuring and tax implications for individuals, families, and business owners.
Best for:
- Business owners planning succession
- Families preparing for wealth transfer
- Individuals concerned about estate-related taxes
Includes:
- Review of estate structure and objectives
- Identification of tax considerations and risks
- Guidance on planning options and next steps
Start Small. Scale When Ready.
Many clients begin with a Tax Health Check, Compliance Review, or Advisory engagement, then transition into a monthly retainer once risks and requirements are clearly identified.
There is no obligation to commit upfront only the appropriate level of support based on your needs.
Connect With Our Team of Experts
Reach out to our team today to learn how we can tailor our services to fit your business needs.
Tax Blog Articles
VAT Compliance Philippines: Common Errors That Trigger BIR Audits
BIR Tax Abatement Program for Micro Taxpayers 2026
Common BIR Penalties Businesses Don’t Realize They’re Violating
CMEPA Tax Reform 2025: What Filipino Investors Need to Know
Zonal Value vs Fair Market Value in the Philippines: Know the Tax Difference
