Tax Planning & Legal

Pay exactly what you owe — not a penny more. Expert Irish tax planning that keeps you compliant and your tax bill as low as legally possible.

At a Glance

Who it's for

Individuals, business owners & companies

Engagement

Annual returns & ongoing planning

Regulated by

Central Bank of Ireland

Delivered by

Qualified Tax Advisors (CTA/QFA)

Overview

What is Tax Planning & Legal?

The Irish tax system is complex, constantly changing and unforgiving of mistakes. A missed deadline, an overlooked relief or a poorly structured transaction can cost thousands — yet with the right advice, significant and entirely legal tax savings are available to most Irish taxpayers.

Crestlyn’s tax team combines deep technical knowledge with a practical, plain-English approach. We advise individuals and businesses across every area of Irish taxation — from personal income tax and PAYE to corporation tax, VAT, Capital Gains Tax and Capital Acquisitions Tax.

We don’t just file your returns — we proactively plan ahead so you can make decisions throughout the year that minimise your tax exposure. And if Revenue ever comes knocking, we’ll represent you every step of the way.

What’s Included

Everything covered under one roof

Our tax planning & legal service covers all aspects of Irish personal and corporate taxation, so you have one trusted team handling everything for you.

Personal Tax Returns

Form 11 and Form 12 preparation and filing for PAYE workers, self-employed and directors

Corportation Tax (CT1)

Annual CT1 preparation, preliminary tax planning and filing for Irish limited companies

VAT Compliance

VAT3 returns, OSS registration, VAT audit support and cross-border VAT advice

Capital Gains Tax

CGT planning on property, shares and business disposals — maximising available reliefs

Capital Acquisitions Tax (CAT)

Inheritance and gift tax planning, dwelling house exemption and agricultural relief

Revenue Audit Support

Full representation and technical support throughout Revenue compliance interventions

PAYE & PRSI

Employer obligations, Employment Wage Subsidy Scheme claims and PRSI class reviews

Tax-Efficient Structuring

Holding company structures, pension contributions, share schemes and extraction strategies

Who It’s For

Is this service right for you?

Our tax planning & legal service is designed for:

Self-employed individuals and sole traders with a Form 11 filing obligation

Directors of Irish limited companies managing both salary and dividends

Property investors and landlords with rental income or disposal CGT obligations

High-net-worth individuals planning the transfer of wealth to the next generation

Businesses under Revenue audit or compliance intervention

Companies looking to restructure their affairs in a tax-efficient way

How It Works

Our Tax Planning & Legal process

Our accounting & bookkeeping service is designed for:

Tax Health Check

We review your current tax position, recent returns and structure to identify any risks, overpayments or planning opportunities you may have missed.

Strategic Tax Plan

We prepare a tailored tax plan covering the current and future tax years — recommending specific actions to reduce your liability within the law.

Compliance Filing

We prepare and file all required returns accurately and on time, managing every Revenue deadline so you never face unnecessary surcharges or interest.

Ongoing Advisory

Tax law changes constantly. We keep you informed of changes that affect you and update your plan each year so your tax position is always optimised.

Common Questions

Frequently asked questions

What is the deadline for filing my Irish tax return?

For self-assessed taxpayers filing online through ROS, the deadline is 31 October (extended to mid-November for ROS users). For PAYE workers with additional income under Form 12, returns are due 31 October. We manage all deadlines for our clients and file well in advance to avoid any risk of surcharges.

What reliefs are available to reduce my tax bill?

There are dozens of reliefs available depending on your situation — pension contributions, business expenses, rent-a-room relief, entrepreneur relief on CGT, agricultural relief for CAT, and many more. The key is planning ahead. Many reliefs have conditions or time limits, so the earlier we review your position, the more opportunities we can capture.

What happens if Revenue selects me for an audit?

Don’t panic. Revenue audits are a normal part of the system and, if your affairs are in order, nothing to fear. If you’re selected, contact us immediately. We’ll review your returns, prepare you for the process, attend any meetings on your behalf and ensure the best possible outcome.

Can I pay tax in instalments?

In some cases Revenue will agree a phased payment arrangement if you cannot pay a tax liability in full. We can negotiate this on your behalf. Prevention is better than cure, however — good tax planning throughout the year prevents large unexpected bills.

Ready to Get Started?

Book a free 30-minute consultation with one of our QFA-qualified advisors. No obligation, no jargon.