Tax Services

Tax disputes can be complex and time-consuming, and it is essential to have a trusted partner to help you navigate the legal system. We at Judy Mbugua & Company Advocates specialize in tax litigation and disputes, and our goal is to help our clients resolve their tax issues quickly and efficiently.

Our team of experts has an extensive experience in tax litigation and dispute resolution, and we are committed to providing our clients with practical and effective solutions to their tax issues.

Our Services Include:

• Representation and advocacy for clients in all types of tax disputes, including those arising from direct taxes, indirect taxes, transfer pricing, and international taxation. We have extensive experience in representing clients before various tax authorities, tribunals, and courts.

• Helping clients manage tax controversies and minimize the risks associated with tax disputes. Our team conducts a thorough analysis of the relevant laws, regulations, and facts to identify potential disputes and develop strategies to address them. We provide guidance on tax reporting and compliance to prevent future disputes.

• We offer alternative dispute resolution services such as mediation, conciliation, and arbitration to help clients resolve tax disputes quickly and cost-effectively. Our tax lawyers have extensive experience in representing clients in alternative dispute resolution proceedings and achieving favourable outcomes.

• Our team also provides pre-litigation advice, including an assessment of your case and recommendations for the best course of action.

• If a tax dispute cannot be resolved through negotiations, our team provides representation for clients in tax litigation, including appearances before tax tribunals. We represent clients in all stages of litigation related to tax disputes, including appeals and writs before the High Courts and Supreme Court. Our team is skilled at drafting persuasive legal arguments and presenting them effectively in court.

Judy Mbugua & Company Advocates provides a range of tax structuring services to help their clients optimise the management of their financial affairs. Tax structuring is an important tool for any business, allowing them to plan their tax liability within the contours of what is permissible under the law. It involves an analysis of the tax laws and regulations and the identification of opportunities for tax planning and optimization.

Our team of tax advisors is highly knowledgeable and experienced in providing sound advice on a wide range of tax matters and provides comprehensive advice to ensure that your taxes are structured in the most efficient manner possible. This is especially important for businesses operating in a rapidly changing legal environment, as tax structuring can help them ensure compliance and take advantage of any new regulations that could benefit their bottom line.

Our lawyers provide a wide range of services in this domain, including:

• Tax Obligations: Advising corporations on their tax obligations, including compliance with centre, state, and local tax laws, as well as assist with tax planning and structuring to minimize tax liability.

• Disputes and Litigation: We also offer assistance with disputes and litigation, helping to represent clients in their dealings with the tax authorities.

• Transfer Pricing: We assist businesses with transfer pricing issues, including the documentation and compliance requirements, to ensure that the business is in compliance with the transfer pricing regulations.

• Tax Implications of doing Business Abroad: With a rapidly growing global economy, it is important for Kenyan businesses to understand the tax implications of doing business abroad. We provide advice on the tax consequences of international transactions, including foreign income and transfer pricing, as well as assistance with tax planning to minimise exposure to foreign taxes.

• Tax aspects for other International Transactions: We also give advice on the tax aspects for other international transactions, such as withholding taxes, capital gains and losses, double taxation treaties, and procedures for settling disputes.

Judy Mbugua & Company Advocates’ goal is to help clients optimize their transfer pricing arrangements to minimize tax liabilities and maximize tax savings, while ensuring compliance with local tax laws and regulations.

Transfer pricing refers to the setting of prices for goods, services or intangible assets exchanged between different units of the same company, or between companies within a multinational group. The purpose of transfer pricing is to ensure that the pricing of inter-company transactions reflects an arm’s length principle, meaning that the prices are the same as if the transactions were made between independent third parties.

It is an important consideration for multinational companies, as it can have a significant impact on a company’s tax liability. These practices can also be subject to audits by tax authorities, who are seeking to ensure that companies are not engaging in aggressive tax planning.

The team of Judy Mbugua & Company Advocates is equipped with a deep understanding of transfer pricing regulations, methods, and techniques, and can provide support to companies in conducting transfer pricing analysis, preparing transfer pricing documentation, and representing companies in transfer pricing disputes with tax authorities.

A High Net worth Individual (HNI) has unique tax requirements and challenges. They are taxed on their income earned from various sources, including salaries, business income, capital gains, and rental income. The income tax rates in Kenya are progressive, meaning that the more an individual earns, the higher their tax rate will be.

The team at Judy Mbugua & Company Advocates has a thorough understanding of the various taxes that apply, including income tax, wealth tax, and capital gains tax. HNIs are subject to complex and ever-changing tax laws, which can be challenging to navigate. We ensure that HNIs are fully compliant with all applicable tax laws and regulations, including filing their tax returns on time and paying the appropriate amount of taxes.

Our team of experts offers a range of services to meet the unique needs of high net worth individuals, including:

• We help HNIs develop a comprehensive tax plan that takes into account their income from various sources, investments, and other assets. The plan can be tailored to the individual’s specific needs and can help them minimize their tax liability while remaining compliant with tax laws.

• We offer expert estate planning services, including the preparation of wills, trusts, and other estate planning documents. We help protect the assets and ensure that the legacy is passed on to future generations in the most tax-efficient manner possible.

• We offer wealth management services, including the management of investments and other assets, to help you achieve the financial goals.

• HNIs may have income and assets in multiple jurisdictions, which can create complex international tax issues. Our team provides expert advice on international taxation, including the management of foreign assets and compliance with international tax laws and regulations.

The dynamic nature of the global economy is constantly creating new challenges and opportunities for businesses and individuals alike. As such, staying ahead of the curve in terms of international taxation is critical for financial success. This is where Judy Mbugua & Company Advocates comes in. Our team of experts have extensive knowledge of the international taxation landscape, and have the experience necessary to help you navigate this complex and ever-changing field with confidence.

We understand that international taxation can be confusing and overwhelming, which is why we are committed to providing clear and comprehensive guidance to our clients. Our team works to understand unique circumstances and financial goals of each business and develops customized solutions that meet specific needs of clients.

Our team offers a range of services to help businesses and individuals comply with international tax laws and regulations, including:

• Being well-experienced in advising clients on a range of cross-border transactions and tax issues, we work with clients on several allied areas like offshore structures, tax planning for multinational corporations and tax implications of cross-border transactions (including mergers, acquisitions, and joint ventures). We help in minimizing tax liability and maximizing the value of the investments.

• We offer expert transfer pricing advice, including the preparation of transfer pricing studies, to ensure that your company complies with international transfer pricing regulations.

• Our team provides customized international tax planning services, taking into account the individual circumstances and goals. We also offer guidance on international tax implications of employee benefits, intellectual property, and other areas relevant to our clients’ businesses. Our approach is to work closely with our clients to understand their unique needs and develop tailored solutions that help them achieve their business objectives.