New French Tax Clients

BDO's comprehensive and independent advice is tailored to each client’s needs. By understanding what you want to achieve we can identify the issues and explain your options.

To begin working with you to progress your requirements our French Tax team need the following documentation:

  • A completed relevent Client Questionnaire. These can be downloaded below or alternatively Contact Us to obtain the questionnair suitable to your situation.
  • Confirmation of areas where advice is required and whether you need assistance with the preparation of French tax returns.
  • An original CERTIFIED copy of the photo page of your current passport.
  • An original or CERTIFIED copy of a utility bill less than three months old (electricity, gas, etc.). Original utility bills will be retained for our records and will not be returned, unless requested.

ONCE WE HAVE THIS 

We will issue an engagement letter for you to sign and return as a confirmation of your acceptance

It is advisable to seek advice as early as possible since timing may be crucial when implementing tax planning recommendations.

We aim to deliver advice as efficiently as possible. Kindly note however that the French tax compliance season runs from March to June and pressures of work in that period may incur some delays.

 

Documents:

Certification-Guidelines

Current or Future Residents of France Questionnaire

Non Resident of France Questionnaire

French Wealth Tax Exposure Questionnaire
(From January 2018 Impot sur la Fortune Immobiliere)

SCI-Questionnaire-(BDO)

Trust-Questionnaire-(BDO)