Private client tax

Bespoke advice for individuals, entrepreneurs, business owners, and senior executives.

Mazars  specialist personal tax expertise and integrated, international partnership are complementary and go beyond those of wealth advisors and financial planners. For individuals whose tax positions span multiple jurisdictions, Mazars global team is perfectly placed to effectively and efficiently handle your tax affairs. 

Our approach  

HNW (High Net Worth) clients often have and are seeking complex asset holding structures that require specialist tax knowledge. Mazars works with ambitious individuals, entrepreneurs, business owners, and senior executives to provide guidance that fits with their busy lifestyles and helps them achieve their aspirations. Mazars strives to build strong, enduring relationships built on understanding and the belief that each client is unique. 

At Mazars in Romania, we aim to solve two challenges. First, we assist with tax planning: creating a long-term, personalised plan that can even span generations. This can cover both expected and unexpected events in life and business. Second, we assist to implement and assist with compliance in multiple jurisdictions working together with Mazars in other countries and to minimise the risks.

As an organisation that has its own charitable trust, and works with many good causes globally, we understand that many HNW individuals want to give back to society. We can also advise on how to do this is a way that is tax efficient and maximises impact. 

Our services: 

  • Consultancy with respect to the tax implications and residency position in Romania and assess asset protection and business continuity structures;
  • Tax compliance such as filing returns; 
  • Establish tax residency position upon arrival to/departure from Romania;
  • Obtaining various documents such as certificates of paid taxes, tax residency certificates etc.