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Claiming a tax refund

Discover our approach
Claiming a tax refund

Your rights to a refund

As a rule, the tax authorities do not spontaneously repay the sums they owe you. It is for you to claim the refund. Yet many taxpayers are unaware that they are entitled to one: unused tax credits, overpayments of income tax or of the real estate wealth tax, local taxes paid despite the application of an exemption. We will take the necessary steps to recover the sums owed to you.

Analyse your tax assessment notices and returns in order to identify any sums that may be repaid to you

Prepare and file a formal tax claim supported by sound legal argument

Monitor the handling of your file and follow up with the tax authorities if they remain silent

Bring proceedings before the competent court in the event of express or implied rejection

Secure payment of the default interest due on sums repaid by the tax authorities

Bruno GHERARDI
Founding partner
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In what circumstances can I request a refund?

What are the time limits for making a claim?

How long does a refund claim take?

Can a refund claim lead the tax authorities to examine other aspects of my situation?

Our method

A clearly mapped procedure to recover the sums owed to you

01
Diagnosis and quantification

We review your tax situation in order to identify the source of the overpayment, calculate precisely the amount to be claimed and check the applicable time limits. Before taking any step, we also anticipate any risks associated with the refund claim.

02
Drafting the claim

We carry out a full review of your situation with you, then draft a claim founded on rigorous legal argument and accompanied by all the supporting documents needed to maximise the chances of success.

03
Monitoring the handling of the claim

We follow the progress of your claim, respond to any further requests from the tax authorities and defend your position throughout the review.

04
Appeal in the event of rejection

Should your claim be rejected, or should the tax authorities remain silent for an extended period, we may bring proceedings before the competent court in order to continue defending your position. In the event of a favourable outcome, we will also ensure that the sums owed to you are actually repaid.

Who is it for?

For all those who question whether they are paying the right amount of tax

Private individuals and company directors alike, many are entitled to a refund without knowing it. Our role is to identify the sums owed to them and then to secure their repayment.

Private individuals who have overdeclared
Companies holding a tax receivable
Investors subject to withholding tax
Directors & liberal professions