Bookkeeping
Accurate recording of financial transactions for all business sizes — cash flow, inventory, bank reconciliations, monthly VAT and income tax reports. Single or double-entry methods.
Our Services
13 areas of expertise. Complete financial solutions for businesses and individuals.
Our Services
Payroll Services
Comprehensive salary management: monthly calculations, income tax withholding, social security and manager insurance, employee rights management, and full labor law compliance.
Audit & Financial Reports
Audit and preparation of annual financial reports for limited companies and nonprofits, per generally accepted accounting standards and the requirements of tax authorities, banks and regulators.
CPA for Physicians
Tailored services for doctors, dentists, psychologists and psychiatrists — report preparation, specialized audit and professional guidance in the unique domains of liberal professionals.
Capital Declaration
Preparation and submission of capital declarations as required by the Tax Authority — primarily for self-employed individuals and high-income employees, including comparative analysis between declarations.
Annual Tax Report
Preparation and submission of the official annual tax report — full detail of income, expenses, deductions and credits, and calculation of final tax liability.
CPA Certifications
Issuance of professional certifications: bookkeeping verification, annual income certification, business turnover confirmation, expense documentation, license renewal letters and loan applications.
Tax Planning
Strategic optimization of tax liability through smart transaction structuring, utilization of legitimate tax benefits and professional advice in accordance with the Income Tax Ordinance and case law.
Tax Consulting
Consulting on tax planning, international taxation, employee taxation, real estate taxation and social security — for self-employed, companies and senior employees. Ongoing guidance for every business decision.
Tax Authority Representation
Professional representation in assessment hearings, objections and appeals before the assessing officer, VAT and the National Insurance Institute. Professionals who served in the system and know it from the inside.
Voluntary Disclosure Process
Professional guidance through voluntary disclosure procedures for undeclared assets and income, in Israel or abroad — for full legal protection against criminal proceedings while properly settling matters with the authorities.
Business Rehabilitation Plan
Building recovery plans for businesses and organizations in cash flow distress, with defined milestones and metrics — operational cost reduction, debt refinancing and stabilization of activity.
Business Plan
Preparation of comprehensive business plans for new and existing businesses — financial, operational, technological and marketing aspects. A working tool for investor fundraising and feasibility assessment.
Startups, Crypto & Capital Investment Law
Unique expertise: startup advisory from inception, virtual currency (crypto) taxation, international taxation, and implementation of the Capital Investment Encouragement Law to obtain tax benefits.
Innovation Authority Grants
Full support before the Israel Innovation Authority: applications, the programme's financial system, periodic performance reports, the CPA audit of the financial report and royalties. Led by CPA Amir Gonen, former Head of Tax at the Authority.
Tax Rulings (Pre-Ruling)
Assessing whether an advance application to the Tax Authority is the right tool, building the factual basis and disclosure, drafting the request, choosing between the agreed and non-agreed routes, and representation at the argument stage.
Realising Medical Entitlements
Alongside handling ongoing National Insurance contributions, we accompany clients and their families on the other side of the equation — realising the entitlements themselves: general disability, work injury, hostile-action casualties and post-trauma.
The work itself is carried out by Yad Otefet, a related company of our firm specialising in realising medical entitlements.
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