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    Accounting for family foundations

Accounting for family foundations

Secure your succession and optimize taxes with specialized accounting and advisory support for family foundations.

Accounting, tax optimization, and support from tax, financial, and legal advisors for family foundations. Protect your assets and secure your family’s future.

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BENEFITS OF WORKING WITH TAXCOACH

Grow your capital by operating a family foundation within the scope of statutory activities, avoiding adverse tax consequences.

Maximize tax efficiency while ensuring strict adherence to permitted activity regulations. Manage your foundation safely with the support of experts dedicated to family foundation compliance.

Securities trading

We handle the accounting for shares and dividends on Polish and foreign markets, regardless of the broker handling the transactions (e.g. XTB, IBKR, BOS Bank).

Bond trading

We account for capital gains and interest income from bond trading on Polish and foreign markets. We also provide support in choosing a brokerage house enabling purchases on the primary market.

Dividend settlements

We ensure proper dividend accounting, allowing the foundation to benefit from the exemption on the 19% Capital Gains Tax (so-called 'Belka tax')

 

Settlement of the sale of shares in a company

We prepare accounting summaries and management reports that allow you to quickly assess financial performance, cost structure, and the profitability of individual areas of activity.

Settlement of the sale of shares in a company

Income generated by a family foundation from the sale of company shares may be CIT-exempt. This allows 100% of the transaction profit to be retained by the foundation.

Handling non-standard transactions

We settle non-standard transactions in a way that reduces the risk of them being classified as prohibited activities and subject to punitive taxation.

Verification of executed transactions

We monitor executed transactions to ensure they comply with the law and do not carry the risk of being classified as prohibited activities.

Asset Protection & Creditor Claims

A family foundation protects family assets from enforcement proceedings in most situations, but not in every case. We help maximize capital security through the support and advice of our lawyers.

Sale of real estate

We advise you on how to sell real estate in compliance with regulations and without additional tax burdens.

SECURITY

Secure your legacy and maintain full control over asset succession.

Secure asset management

Reinvest capital and operate with confidence, backed by proactive tax advisory and rigorous accounting oversight.

Succession on your terms

Plan succession according to your expectations with support from our legal team. Ensure the transfer of assets to the people you choose and on conditions you set, rather than relying solely on inheritance law.

Protection in the event of foundation liquidation

We maintain records to ensure a streamlined dissolution process if required. Our approach guarantees full tax compliance and minimizes costs during the winding-up phase

Protection against fragmentation

Appoint successors to ensure seamless management continuity. Protect your family estate from fragmentation and dilution, ensuring it remains intact for future generations.

OUR METHODOLOGY

Accounting process and service standards tailored to family foundations

Proper tax and accounting records of assets

We implement accounting policies together with a chart of accounts for tax and accounting records, ensuring an easy process and low costs if the family foundation is liquidated.

Monitoring legal changes with summaries for your foundation

Stay up to date with changes in Polish law affecting family foundations. Receive short, clear summaries prepared by our team.

Tax advisor support

With a tax advisor’s support, your foundation will benefit from all applicable reliefs and favorable settlement methods with tax authorities.

Ongoing support from a tax advisor and accountant specializing in family foundations

Meet the specialists who will support the development of your foundation.

Jakub Popiołek

Accountant specializing in family foundations

A graduate of the Poznań University of Economics and Business and the Wrocław University of Economics, specializing in Tax Advisory. He is currently pursuing the certified Tax Advisor qualification. Since May 2023, he has been managing the accounting of one of the first three family foundations registered in Poland.

 

He has gained practical experience in accounting and tax services. In his work, he combines in-depth knowledge of regulations with a practical approach and individualized client support, helping family foundations maintain full compliance and achieve financial efficiency.

Jarosław Wowra

Tax Advisor

An expert in tax advisory and a lawyer with many years of experience in financial law. Author of over 300 specialist articles and studies on legal and financial matters. He gained his experience in tax administration structures, working in institutions such as the Tax Office, Fiscal Control Office, and the Supreme Audit Office, and in a supervisory department overseeing tax authorities and control services. This diverse background gave him insight not only into the letter of the law, but also into how the tax system works in practice.

 

Since 2006, he has focused on servicing the private sector, specializing in ownership and organizational restructurings, tax burden minimization strategies, and representation in disputes with tax authorities and in court proceedings. He has a strong track record of favorable outcomes in both fiscal criminal matters and administrative proceedings, often resolving cases early and avoiding lengthy legal disputes.

We communicate in:

Polish

English

Ukrainian

Russian

Insurance policy PLN 1,000,000

To ensure the highest level of security for our clients, we hold a liability insurance policy with PZU valued at PLN 1,000,000.

Companies served

10+ k

Satisfied clients

97%

Qualified specialists

100+

Reviews of our clients

TaxCoach provides us with constant care and supervision in the form of outsourcing the Chief Accountant and supports the audit process conducted by the auditor.

During over two years of cooperation, TaxCoach employees have always demonstrated kindness, the ability to work flexibly and completed assigned tasks on time.

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Tomasz Framski

Consdata

When choosing an accounting firm, we were looking for a company with competent staff who would efficiently handle our accounting and handle the mandatory stock exchange reports.

In addition to basic services, TaxCoach accounting office offers tax advisors and a financial director, so we know our finances and taxes are in good hands.

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GIANLUCA LORENZO ACQUASANTA RASSUMOWSKI

Codeaddict S.A.

Thanks to the commitment of Mr. Miłosz Baranowski and his team, we managed to organize our accounting and introduce reporting, which enabled better financial management of our company.

We greatly value accessibility and communication skills – if we have any questions, we always have someone to call and we know that our doubts will be clarified.

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Krzysztof Burdalski

Drogowe Centrum Produkcyjno-Handlowe „BIG" Sp. z o.o.

Communication is very efficient, and thanks to our professional and experienced staff, all formalities are completed efficiently and on time. TaxCoach handles our income tax, VAT, and VAT OSS calculations, and also handles HR and payroll for our employees.

This year, the TaxCoach accounting firm implemented a new chart of accounts in our books. This chart was prepared by our management for cost budgeting purposes and adapted to the specific nature of our business. Thanks to the rapid implementation of this expanded chart of accounts, we have better control over our company's financial plan and can easily obtain not only essential tax information but also valuable management information.

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Games Lab

We've been using TaxCoach's accounting and HR services for almost three years now, and we've been very satisfied throughout our relationship.

The accounting, HR, and payroll services provided are of a very high standard, both in terms of content and organization. TaxCoach ensures the professionalism of its staff, and all deadlines are met.

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Grzegorz Sikorski

STEP RM Sp. z o.o.

What we value most is ongoing contact with our dedicated accountant and working together to find the best solutions for us.

From the very beginning, we felt surrounded by professional care. We no longer worry about missing important payment deadlines, which significantly improves the ease of running our business.

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Dawid Wójcik

SZTUKA BETONU

We have been working with TaxCoach for almost two years now and we are very satisfied – primarily because their service takes into account the realities of running a business, and not just adapts to accounting regulations.

We feel that there is a company on the other side, and not an extension of the tax office :)

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Szymon Więczek

Grupa WeDo Sp. z o.o.

We are very pleased with the services provided by TaxCoach.

Thanks to their modern solutions, everything runs smoothly. They offer a wide range of services, which allowed us to choose the perfect option for us. We feel secure thanks to the possibility of consulting with a tax advisor and their experienced staff. We know our finances are in good hands.

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Dentopolis s.c.

TaxCoach is a highly experienced company with a strong work ethic, as well as a modern and flexible company, ready to adapt to the client's needs.

Thanks to its extensive offer, it is able to propose individual solutions for its clients.

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Raion Automatyka

What I value most about working with TaxCoach is the full substantive support and immediate assistance in every matter related to running a business.

TaxCoach are ambassadors of professionalism and reliability, I heartily recommend them to all entrepreneurs.

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Beata Zapała

A.C.E. Produkcja Elektroniki Użytkowej Sp. z o.o.

We have been using TaxCoach services for accounting, HR and payroll since 2021.

We are very pleased with our collaboration. We especially appreciate the constant contact with our dedicated accountant and the seamless electronic document flow. The client panel is particularly helpful, allowing us access to all documents and monitoring work progress.

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Frumbo Sp. z o.o.

Bank integrations

Integration with payment channels

E-Commerce integrations

Bolt/Uber/FreeNow integrations

FAQ

Do the accounts have to be kept immediately after registering a family foundation, even if there is no activity?

Why is accounting for a family foundation more expensive than for a company?

How can I pay for the accounting services if the family foundation does not have a bank account yet?

Can I set up a family foundation on my own?

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