Personal tax planning
An accountant studies your income and designs a legal tax strategy so you pay what's fair, not one bolívar more, making the most of every deduction and avoiding surprise penalties. You're not buying a procedure here: you're buying expert judgment.
Requesting a quote doesn't commit you to anything
- You tell us about your case. It's free.
- We send you the price in writing, within 1 to 3 hours.
- You decide. If it works for you, we start. If not, you delete it with one click and pay nothing.
No one will pressure you. Your information is used only for your case.
Is it for you?
If any of these sounds like you, this procedure is for you.
- Individuals with income from several sources: professional fees, rentals, their own business, stakes in firms. For anyone who wants to organize their tax year, use legal deductions and stop overpaying or living in fear of SENIAT
What's included and what isn't
Everything clear from the start. No fine print.
Includes
- Full review of your income sources and tax situation.
- Identification of the legal deductions and benefits you're entitled to.
- Projection of your tax burden for the year.
- Written plan with concrete recommendations and a calendar of obligations.
- One session to explain the plan to you in plain language.
Does not include
- Filing the tax returns themselves (done separately or under a monthly plan).
- Evasion schemes or hiding income: here we only work within the law.
- Bookkeeping for a business (separate service).
- Representation in tax audits (separate service).
What you need
Check off what you already have. You don't need everything to request your quote.
You have 0 of 5.
- Cédula (Venezuelan national ID card) and current RIF (Venezuelan tax ID)
- Details of your income sources (salary, professional fees, rentals, business)
- ISLR (income tax) returns for recent fiscal years, if you have them
- Withholding receipts and support for deductible expenses
- Your contact details to coordinate
How the process works
You do very little. We take care of the rest. The whole process: on average, 5 to 10 business days.
- Step 1
You share your income details
You tell us about your income sources and send us your supporting documents.
You do this - Step 2
We study your situation
The accountant analyzes your full tax situation.
We do this - Step 3
We build your plan
We prepare a plan with concrete legal recommendations.
We do this - Result
Done
We walk you through it in a session and help you put it into practice.
You receive it
Depending on how complex your case is.
What it costs and how to pay
Clear from the start.
Our fee: we do all the work for you.
How you pay: 50% when we start and 50% on delivery. In dollars, in bolívares at the official BCV exchange rate, or with Cashea.
How is your investment calculated?
Your investment is for the advisory work. What you pay us, professional fees from $100 for studying your case and building a plan tailored to you. It goes up depending on how many sources of income you have and how complex your situation is.
What's paid to the government, planning carries no government fee; whatever taxes end up being due depends on your case, and the plan aims precisely for that amount to be fair and not one bolívar more. The accountant gives you the scope and the price after a first review, no strings attached.
FAQ
What happens if I pay taxes without planning?
You overpay, year after year, by not using what the law itself lets you deduct and organize. Planning doesn't hide anything: it organizes.
Is this a way to evade taxes?
No. It's legal optimization: paying what's fair using the law itself, never hiding income.
How much does it cost?
The professional fee, from $100, covers the analysis of your situation and the written strategy; tax returns are separate or part of a monthly plan.
Who is it for?
Mainly for people with income from several sources.
How much can I save?
It depends on your case; the accountant gives you an estimate after reviewing your situation.
About this procedure
When your income comes from a single salary, filing is easy. But when you bill professional fees on one side, have a rental on the other, run your own business or are a partner in a firm, things get complicated: each source is taxed differently, there are deductions you're not using, withholdings that slip through the cracks, and the risk that SENIAT comes after you for something you didn't even know you owed. That's where tax planning stops being a luxury and becomes a way to save.
Planning isn't evading. It's the exact opposite: it's using the law itself in your favor. An accountant studies your full situation, organizes your income sources, identifies the legal deductions and benefits you're entitled to, projects your tax burden for the year and builds you a plan so you pay exactly what the law requires, not one bolívar more, and so you're never caught off guard by an advance payment or an obligation you didn't see coming. It's the difference between reacting in a panic in March and having the year sorted out with a cool head.
This is an advisory service, not paperwork: the value lies in the judgment of a professional who tells you, law in hand, how to organize your tax life. The price depends on how many sources of income you have and how tangled your situation is; we tell you clearly after a first review. What you're buying is peace of mind all year long, and no more handing the tax authorities what you could legally keep.
Legal framework and important notes
Código Orgánico Tributario (Organic Tax Code) · Ley del ISLR (Income Tax Law)
- Tax planning is legal optimization within the current tax framework, never evasion
- The price depends on the number of income sources and the complexity of the case, and it's set after a first review
We guarantee our service, not what the agency decides. If something depends on them, we tell you clearly and in time.
Is your case different?Ask us, message us on WhatsApp or book a free consultation. A real person answers you.