Tax Advisory Services in Israel

Proper tax planning and compliance are essential for financial stability – for individuals, freelancers and business owners alike.
At SASCO, we provide professional tax advisory services in Israel, focusing on proactive planning, full compliance with local regulations, and minimizing unnecessary tax exposure.

Our service includes:

• Ongoing tax advisory for self-employed individuals, small businesses, companies and partnerships
• Set-up and registration with the Israeli Tax Authority, VAT and National Insurance, including initial business onboarding
• Annual and multi-year tax planning – optimizing income structure, deductible expenses, tax benefits and allowances
• Preparation and filing of annual income tax returns and periodic VAT reports
• Tax refund checks and filing for employees and self-employed, including retroactive eligibility review
• Pension and tax benefits “locking” (kibua zchuyot) – reviewing pension and savings status, assisting with the relevant forms and elections, and helping you choose the most suitable tax path for your retirement savings over time
• Retirement and pre-retirement guidance – mapping all sources of income (pensions, annuities, severance payments, savings plans), planning the tax treatment of retirement grants and pensions, coordinating tax between different payers and advising when to withdraw funds versus keeping them invested
• Advice on taxation of securities, capital markets and asset sales (including capital gains taxation where applicable)
• Representation and support in tax audits, inquiries and ongoing communication with the Israeli authorities (Income Tax, VAT, National Insurance)
• Tax support for company owners and shareholders – dividend strategy, owner’s salary and compensation structure
• Alignment between payroll, payslips and tax aspects – integrated with SASCO’s payroll and finance expertise

These services are ideal for employees with additional income, freelancers, small and medium-sized business owners, and individuals approaching or entering retirement, as well as companies seeking efficient, compliant tax planning tailored to both their business activity and the personal needs of owners and key employees.