iTxRe

iTxRe is a firm of certified public accountants that focuses on tax and financial planning. Its approach is to model a client's tax position ahead of time and then build a plan around it, rather than only filing returns after the year ends. The team describes itself as having more than fifty years of combined tax and financial experience.

Services

• Tax modelling and planning: a written strategy for each client, aimed at reducing and managing income tax liability.
• Consulting for businesses: help spotting areas that hold back profitability and growth, with practical and technically sound fixes.
• Audit and notice support: representation when dealing with tax audits, notices and government agencies.
• Advice on tax changes: guidance for clients who need to understand recent changes to the rules.

Customers and markets

The planning work is aimed mainly at high-net-worth individuals and business owners, for whom income tax is the largest expense.

Key facts

• Experience: more than fifty years of combined tax and financial experience across the team
• Name: short for Income Tax Return