The luxury of not having to worry

PIECE OF MIND 365

While we have designed our subscriptions to cover almost every standard tax need encountered over the years, certain highly specialized or legal actions fall outside the scope of our recurring plans. These services are billed separately upon request.

If you require clarification on a specific case, please fill out our contact form and our team will get back to you shortly.

Indicative Exclusions:

• In-depth Tax Audits: Comprehensive representation during full-scale state audits.
• Administrative Appeals: Formal disputes against tax authority assessments (Endikofaneis Prosfyges).
• Legal & Court Proceedings: Representation in civil or tax courts.
• Military Court Cases: Criminal military matters or specialized military legal defense.
• Advanced International Tax Strategy: Complex cross-border structuring and high-level tax planning.
• Formal Legal Opinions: Signed legal memorandums or official juridical counseling.
• Complex Inheritance Cases: Estates involving intricate disputes or multi-layered asset distribution.
• Global Structural Complexity: Cases involving multiple jurisdictions and special tax domiciles/structuring.
• Backlog Reconstruction: Matters requiring massive data collection or the restructuring of multi-year historical records.
• Corporate-Specific Matters: Specialized business operations outside the scope of individual/private tax compliance.

A. Greek Tax Obligations for Residents Abroad

• Submission of tax return in Greece.
• Verification of whether there is an obligation to file a declaration in Greece.
• Checking if specific income relates to Greece or not.
• Review of the client’s relationship with the Greek tax administration.
• Guidance on the basic obligations of a tax resident abroad.
• Assistance in understanding notices from Greek authorities.
• Updates on pending matters arising in Greece.
• Monitoring of the Greek tax profile throughout the year.

B. Registry – AFM – Tax Representative – Details in Greece

• Issuance of a Greek Tax Registration Number (AFM).
• Verification of registry details in Greece.
• Declaration / change of tax representative.
• Support for changing registry details.
• Assistance in the correct registration of foreign residence details.
• Management of basic pending issues with the Greek Tax Office (DOY).
• Support for procedures related to tax representation.

C. Real Estate in Greece for Residents Abroad / Foreigners

• Submission of lease agreements for properties in Greece.
• Modification / termination of lease agreements.
• Declaration of income from properties in Greece.
• Verification of tax obligations from property leasing.
• Check of ENFIA and related property charges.
• Support for simple procedures regarding real estate in Greece.
• Organization of the property tax file.
• Assistance in gathering documents requested by Greek authorities.

D. Communication with Greek Authorities and Systems

• Management of communication with the Tax Office (DOY).
• Monitoring of notifications from Greek platforms.
• Assistance in understanding tax or administrative messages.
• Support for submissions via Greek electronic systems.
• Tracking basic ongoing pending matters in Greece.
• Notifying the client only when there is a substantive issue.

E. Check of Greek Exposure / Avoidance of Errors

• Verification of whether an action has Greek tax consequences.
• Checking if a declaration is required in Greece.
• Checking if an action is required concerning a Greek authority.
• Basic guidance to avoid dual exposure regarding Greece.
• Warning when a risk or omission arises.
• Basic explanation of which part of a case involves Greece.

F. Military Matters for Greeks Abroad

• Check of conscription status concerning Greece.
• Guidance on basic military service obligations.
• Basic support for draft evasion issues abroad.
• Support for permanent resident abroad procedures.
• Guidance for postponements related to living abroad.
• Checking for any pending matters or risks.
• Assistance in organizing documents required for military matters.
• Status update on whether the client is “OK / not OK / what needs to be done”.

G. Family Coverage Abroad

• Coverage for up to 4 family members.
• Coordination of basic family tax matters relating to Greece.
• Support with declarations / obligations for spouses or dependents where related to Greece.
• Review of the family’s tax profile regarding Greece.
• Centralized handling of cases so the family does not operate in a fragmented way.

H. Donations – Family / Asset Transfers Involving Greece

• Basic support for donation declarations.
• Support for simple parental provision or relative declaration procedures.
• Coordination for required Greek tax documents.
• Assistance in the tax representation of the transaction in Greece.
• Liaising with a notary or other professional when needed.

I. Support for Foreigners Connected to Greece

• Tax guidance for a foreign individual owning property in Greece.
• Assistance for foreign clients obtaining a Greek AFM.
• Support for foreign clients with Greek-sourced income.
• Briefing on Greek obligations for foreign investors / owners / heirs.
• Interpretation of exactly what the Greek system requires from a non-Greek client.
• Acting as the Greek point of reference for all matters concerning Greece.

All INTER-FAMILY benefits, plus:

• Priority service.
• Proactive monitoring of your exposure in Greece.
• Coordination with a foreign accountant or professional.
• Coordination with conscription, notarial, or other Greek procedures.
• Preventive evaluation of the family’s profile regarding Greece.
• Guidance on more complex cases involving multiple ties to Greece.

Because your relationship with the State lasts 365 days, not just one. Your subscription covers more than just filing a return; it guarantees your peace of mind and the luxury of being “hands-off” for the rest of the year. We continuously monitor changes in legislation, deadlines, and state allowances, so you don’t have to do a thing.

Absolutely. In our International Premium plan, we act as your liaison. We communicate directly with your tax advisor abroad to coordinate your tax profile in both countries, ensuring you avoid double taxation and costly errors.

It is your shield against poor financial decisions. Before you make any major move (e.g., selling shares, accepting a large wire transfer, or buying property), you inform us of your intention. We analyze the data and calculate the exact tax cost or the risks of presumptive taxation (Greek wealth criteria) before you complete the transaction. (Clarification: This service does not automatically monitor your bank accounts; it evaluates the information you provide to protect you from surprises).