Tax advisory and BIR examination assistance
An engagement-specific review of tax questions, records and examination correspondence to help assess practical next steps.
Who this service is for
Taxpayers seeking advice on compliance issues or assistance with a BIR examination.
Scope of professional services
- Tax position and compliance reviews
- Review of notices, records and supporting schedules
- BIR examination assistance and authorized representation within professional and regulatory limits
Scope and availability depend on professional eligibility, client acceptance, applicable standards, independence requirements and engagement-specific circumstances. Some combinations of advisory and external audit services for the same client are prohibited. No regulatory approval, tax saving, audit opinion or other outcome is guaranteed.
Typical engagement deliverables
- Advice or assessment based on agreed questions and available facts
- Supporting reconciliations or draft responses within scope
- An agreed action and documentation plan
Documents to prepare
- Relevant notices and dates of receipt
- Registration records, returns and supporting schedules
- Prior correspondence and authorization documents as required
Please do not upload confidential records, identification documents or passwords through the initial inquiry. A suitable channel can be arranged after discussion.
From inquiry to engagement
Initial inquiry
Identify the required service, business type, location, and preferred communication method through our booking form.
Preliminary professional assessment
We evaluate your requirements, preliminary scope, professional suitability, conflicts of interest, and applicable independence considerations.
Engagement proposal and acceptance
Where suitable, we prepare a proposal outlining fees, scope, deliverables, responsibilities, and the expected timetable.
An inquiry or booking is a request for discussion. A professional engagement begins only after acceptance procedures and formal agreement.
Factors affecting professional fees
Periods and tax types involved, records available, complexity, deadlines and professional effort.
How our professional fees are determined
Our professional fees are determined based on the nature, scope, complexity, professional responsibility, and expected resources required for each engagement.
Recurring accounting and tax compliance arrangements may be offered through agreed monthly retainers, while audit, assurance, and specialized advisory services are generally subject to engagement-specific assessment and quotation.
Statutory filing fees, government charges, and other agreed out-of-pocket expenses are separately identified where applicable.
A formal engagement proposal will outline the relevant scope, deliverables, responsibilities, and professional fees before acceptance.
Frequently asked questions
Can you promise a reduced assessment?
No. Advice and representation depend on facts, evidence and applicable requirements.
What should I do with an urgent notice?
Preserve the notice and receipt details and request a prompt assessment. Booking alone does not confirm that the practice has accepted responsibility for a deadline.