Integrated Tax Advisory Services

We provide comprehensive tax advisory services to businesses, entrepreneurs, corporate groups, investment funds, family offices and private individuals, supporting them at every stage of their business operations, both in Italy and abroad, thanks to the expertise of our international tax firm

Taxation as a Strategic Tool and Means of Tax Compliance for Businesses

Today, taxation is a strategic and cross-functional factor in any business decision. With regulations becoming ever more complex, businesses going global and regulatory frameworks in constant evolution, it is essential to be able to rely on professionals with proven experience and who combine specialized technical expertise and a broad perspective.

Tax advisors play a strategic role in the life of a business because taxation in general has a direct impact on profit margins, cash flow, investment capacity and financial stability, as well as on relationships with banks, investors and tax authorities. With Italian regulations heavily intertwined with European and global frameworks (IRES, VAT, transfer pricing, tax incentive programs), an unstructured approach to tax management exposes a business to:

  • Unforeseen costs
  • Loss of competitiveness
  • Audit risks
  • Reputational risks.

In this context, Andersen’s integrated Tax department acts as a tax partner that actively contributes to unlocking value and enables a shift from a compliance-driven approach to one centered on planning and managing opportunities and risks, where the tax position is monitored in a manner consistent with the industrial strategy, extraordinary transactions, and the international evolution of your business.

Our Areas of Tax Specialization

Andersen offers a comprehensive and integrated range of tax services, organized into specialized departments that cover every area of corporate and individual taxation. Our teams are composed of highly experienced chartered accountants and tax lawyers, who are equally expert at handling both compliance matters and more intricate challenges.

Tax-Related M&A and Extraordinary Transactions

The M&A transactions area is one of the most critical and high-value areas in which tax expertise can truly make a difference. In a deal, every structural decision has significant tax implications: from the legal form of the transaction and the taxation of consideration, to the management of latent liabilities and post-closing tax optimization. An error in judgment at this stage may result in significant costs or risks that only become apparent years later.

The Andersen Tax professionals support entrepreneurs, private equity funds, strategic investors and financial advisors throughout all the phases of the M&A process: from tax structuring of the deal and tax due diligence, to negotiation of the tax provisions in the purchase agreement, to closing and management of the post-acquisition phase via our Deal Structure & Due Diligence services.

International Tax

We handle all tax matters related to cross-border transactions, offering strategic support ranging from the structuring of complex investments and corporate structures through to the analysis and application of double taxation treaties.

Benefits for a Company’s Global Expansion: 

  • Thorough, preliminary analysis determining whether or not Italian businesses operating abroad and foreign entities operating in Italy have Permanent Establishment status.
  • Enhanced certainty in global tax compliance and in managing relations with foreign and Italian tax authorities, including through tax rulings and mutual agreement procedures (MAP), thanks to support from the International Tax

Transfer Pricing for Multinational Companies

We support the development and implementation of transfer pricing policies that are aligned with the functions performed and risks assumed by the various group entities. We handle the preparation of economic benchmarks, the drafting of mandatory documentation (Master File and Local File), the pre-litigation phase and dispute resolution procedures with tax authorities.

Tax Risk Management and Mitigation:

  • International structures and supply chains designed to be tax-efficient and supported by transfer pricing policies that are fully defensible in the event of tax audits and inspections.
  • Guarantee of meticulous contractual support—a fundamental asset for economic and financial stability in key sectors such as manufacturing, retail, energy and logistics.

VAT & Indirect Taxes (VAT, Customs and Indirect Taxes)

We provide specialized advice on the application of VAT and other indirect taxes, also assisting businesses in managing duties and the complex customs regulations governing cross-border trade flows.

Optimization of Operational and Customs Processes:

  • Day-to-day business processes (invoicing, VAT management, customs and excise duties) perfectly aligned with international best practices and continuous regulatory updates.
  • Reduced exposure to the risk of double indirect taxation, administrative fines, or supply chain deadlocks for goods at borders, backed by the expert oversight of our VAT & Indirect Taxes

Global Mobility

We combine traditional international mobility instruments with innovative solutions for managing business travel, transfers and secondments—including remote working and virtual assignments—thereby ensuring regulatory compliance and operational efficiency to meet the modern demands of an increasingly global workforce.

The approach taken by the Global Mobility team integrates tax, legal and HR considerations to ensure regulatory compliance, cost control and operational continuity in cross-border contexts.

Benefits for Global Resource Management:

  • Customized mobility programs, designed around your operational model, employee retention strategies, and performance goals.
  • Aligned employment contract and payroll policies, that reduce the risk of tax and social security audits and simplify day-to-day administrative management.
  • Solutions for remote working and virtual assignments that minimize the risk of unintentional permanent establishment (PE) creation and tax inefficiencies.
  • Greater control over overall mobility costs thanks to ex-ante simulations (net-to-company / net-to-employee) and the integration of tax incentives or tax-efficient benefits.

Business Incentives & Tax Credits

In addition to tax consulting, our Business Incentives & Tax Credit area supports companies in identifying, accessing and managing incentive measures—including tax credits for businesses, tax bonuses, and grants—at the national, regional and European levels, with a particular focus on investments in innovation, the digital and energy transition, training and industrial development.

Growth and Financing Opportunities for the Business:

  • A tax structure consistent with the business plan, which supports growth and profitability.
  • An integrated tax plan that matches corporate structures, extraordinary transactions and tax incentives to industrial and financial objectives.
  • Enhanced ability to identify and make proper use of tax credits and incentives relevant to the company’s sector and size, reducing the risk of clawbacks and disputes.
  • Investment projects designed from the outset to comply with regulatory requirements, thereby reducing the risk of future clawbacks and litigation.
  • Unlocking financial resources to reinvest in growth, innovation and international expansion, driven by a strategic and compliant use of fiscal leverage and subsidized financing.

Corporate Tax Compliance & Tax Control Framework

We support businesses in designing and implementing their Tax Control Framework (TCF), including tax health check activities, mapping of tax-relevant processes, risk assessment and measurement, and the establishment of internal controls.

Furthermore we assist clients in preparing the documentation required for implementation of the TCF, including TCF certification or attestation activities and formal communication with the Italian Revenue Agency (Agenzia delle Entrate). We also manage ongoing relations with tax authorities, spanning tax-related questions, requests for rulings, cooperative compliance procedures, litigation and tax audits.

Implications for Corporate Governance:

  • A structured compliance framework that reduces both formal and substantive errors and streamlines relations with the tax authorities.
  • Complete operational and documentary alignment across accounting, financial reporting and tax compliance managed by our Corporate Tax specialists, enhancing your credibility with banks, investors and auditors.
  • Greater visibility into the overall tax risk profile, enabling targeted actions to be taken before issues arise during an audit.
  • Improvement of the Governance of Risks, including for the purposes of Legislative Decree No. 231 and ESG Objectives

Dispute Resolution & Tax Litigation

Our Dispute Resolution & Tax Litigation team consists of professionals specializing in managing relationships with tax authorities and possessing specific expertise in transfer pricing and international taxation, as well as direct and indirect domestic tax issues.

We support businesses at every stage of the process, both before litigation begins and throughout the proceedings.

Representation and Defense in the Event of a Tax Audit: 

  • Professional management of tax audits and tax litigation all the way up to the Court of Cassation (Corte di Cassazione) by specialist tax attorneys, including a clear analysis of all possible scenarios, the likelihood of losing the case and the financial implications.
  • Reduced risk of recurring litigation, through the proactive realignment of internal processes and practices with guidelines identified during tax audits.
  • Safeguarding tax reputation with authorities, banks and the market by demonstrating a transparent and structured approach to risk management.

Private Client Services (High-Net-Worth Individuals (HNWI) and Family Wealth)

This area is designed for individuals, entrepreneurs and families with substantial assets. Our tax and legal advisory services focus on personal tax planning, wealth management and succession planning.

Our Private Client Service professionals design robust asset protection and transfer structures—including movable and immovable property, corporate equity interests and complex family financial holdings—using civil and tax instruments (family agreements, holding companies, trusts, foundations and special purpose vehicles) harmonized with the requirements of the family enterprise, the international profiles of the owners and the cross-border location of the assets.

Protecting and Preserving a Family Estate:

  • An integrated estate and tax planning project that safeguards continuity of the family enterprise, while mitigating the risk of conflict between heirs and generations.
  • Legal and tax structures specially designed to protect assets, optimize the tax burden on income, gifts and inheritances, and ensure the orderly transition of leadership and ownership.
  • A single point of contact capable of coordinating the diverse professionals involved (tax, legal, corporate finance), including in cross-border scenarios, guaranteeing seamless alignment between personal, family and corporate interests.

H2: A multidisciplinary approach: Tax, Legal and Corporate Finance

Our Tax specialists work in close collaboration with Andersen’s Legal and Corporate Finance practices, offering clients the opportunity to work with a single point of contact for all their tax, legal and financial needs. This integration is particularly valuable in extraordinary transactions, in managing crisis situations and in all contexts where tax matters are intertwined with corporate, contractual, or financial issues.

Andersen’s Global Presence and International Network

Andersen’s presence in Europe and around the world ensures that our clients benefit from a truly global tax capability. Our professionals collaborate daily with colleagues across the global Andersen network, sharing expertise, methodologies, and insights to deliver a seamless service aligned with the highest international best practices in every country where our clients operate.

Business Unit Coordinator: Maricla Pennesi, Partner