Private individuals

  • INDIVIDUALS AND HEADS OF BUSINESSES

    Ours solutions

    All our clients, whatever their activity, have one thing in common:

    As private individuals or heads of businesses, they have the responsibility to draw up their personal tax and administrative declarations. To help you in this procedure, becoming ever more complex, we have developed a line of packages which are exclusive to you.

  • How the mission unfolds

    Example of a missionregarding – income tax declaration
    From our first meeting, we acquaint ourselves with your needs and you will have the confidence in us to handleall your documents which are useful for our mission and for finding optimisation. The staff member personally assigned to your dossier will draw up your declaration. He or she will then have it approved by a chartered accountant before sending it out to the tax administration office. Then abrochure containing the calculation of your tax demands, a comparison and a copy of your declaration will be handed over with all the supporting documents.
  • The advantages of FIDELIANCE

    •  At FIDELIANCE, you will relate to your one interlocutor, who’ll be there to manage your file from beginning to end.

    •  Our teams are permanently updating their knowledge of changes in tax and social regulations, thanks to their numerous training sessions.

    •  We deploy software that is specialised in each and every challenging point: the possibility of simulating tax demands within differing hypotheses, the comparison of various tax and social systems for executives, forecasting pensions and prudential schemes…

    •  FIDELIANCE is well entrenched locally, something which eases the dialogue with all the local businesses, the banks, notaries, firms of lawyers etc….

    •  FIDELIANCE has a lot of experience and can understand all the schemes that are specific to international agreements, so that we can help you even in the most complex declarations.


  • For more information and for a tailored quote

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Our services

  1. INCOME TAX DECLARATION

    We want tohelp you benefit from tax breaks and credits that you are entitled to, by bringing to youour know-how and vast experience.
    With the aid of our IT tools you can visualize your choices,we propose you simulations (affiliation, number of fiscal units, living allocations,etc.) with an aim to achieve optimisation.

  2. WEALTH TAX DECLARATION

    Together with you, weenhance the declaration of your personal assets and this is often the occasion to reflect more intensely on their long term aspects.

  3. ASSETS-BASED APPROACH

    To review, to develop, to pass on assets, we advise you on how your assets are balanced, we are in permanent contact with expert players in the field: private banks, lawyers or recognised experts in asset management.

    We put caution before all else.

  4. OPTIMISATION OF REMUNERATION, STATUS OF COMPANY HEAD

    We give you true value in your work in a social context which is then adapted to your situation, for you to make the right choice ,for your  company, for you to choose the best tax and social status, which are very important decisions to make – we are there to guide you step by step all of the way .

  5. ASSESSMENT OF PENSIONS AND PRUDENTIAL SCHEMES

    By integrating the latest developments in legislation and regulations, we offer you a forecast calculation for various pensions or prudential schemes that you might invest in throughout the course of your life. We analyse with you and determine whether you are adequately covered in terms of prudential schemes.

 

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