Who it is for
We keep full books of account for limited liability companies, joint-stock companies, civil-law partnerships, foundations, including family foundations, and other organisations required to maintain accounting records in Poland. We also serve companies taxed under the lump-sum corporate income tax regime (Estonian CIT). As we work in English, Russian and French as well as Polish, we also serve companies whose management or owners do not speak Polish.
What the service covers
Books of account
- keeping the books in accordance with the Polish Accounting Act and applicable law;
- preparing and updating the accounting policy and chart of accounts, including for groups of companies;
- fixed and intangible asset registers for accounting and tax purposes, with monthly depreciation according to the approved plan;
- monthly reconciliation of accounts and management of receivables and payables.
Taxes and returns
- VAT, corporate and personal income tax records and settlements, as well as other taxes and fees;
- e-invoicing in the National e-Invoicing System (KSeF) and JPK_V7 files;
- social security (ZUS) returns and reports to Statistics Poland (GUS) and the National Bank of Poland (NBP);
- VAT refund claims and requests for tax rulings.
Estonian CIT
- assessing whether your company qualifies for the lump-sum regime and preparing it to enter the system;
- preparing the books and financial statements for the transition date, including adjustments and income from the revaluation of assets;
- ongoing review of hidden profits and expenses unrelated to business activity;
- settling tax on profit distribution and filing the CIT-8E return;
- continuous monitoring of the conditions so that your company does not lose the right to the lump-sum regime.
Family foundations
- keeping the books and financial reporting of a family foundation, including records of assets contributed by the founder;
- checking that the foundation’s business activity stays within the scope permitted by law;
- settling tax on benefits paid to beneficiaries and on assets allocated to benefits;
- withholding agent obligations towards beneficiaries and the foundation’s annual CIT return.
Financial reporting
- annual financial statements in accordance with the Accounting Act;
- consolidated financial statements;
- ongoing monitoring of your company’s financial position, with early warning and advice if liquidity is at risk.
Support beyond the books
- representing you before the tax office under a power of attorney;
- assistance during tax inspections and audits;
- answers to day-to-day accounting questions and advice;
- bringing overdue accounts up to date.
How we work
Your company’s accounts are handled by one dedicated accountant who knows your business and is your first point of contact. We keep communication smooth and ongoing, and regularly ask our clients how they rate our work.
We also work remotely, so we serve clients across Poland and abroad.