Tax Advisory &
Strategic Planning
Proactive tax planning, corporate restructuring, and KRA dispute resolution ’ reducing your tax burden entirely within the law.
Six Areas of Tax Expertise
Annual Tax Planning
A structured review of your tax position each year ’ identifying every available relief, timing opportunity, and restructuring option before year-end so there's time to act.
- Income tax exposure analysis
- Capital allowance maximisation
- Investment deduction planning
- Finance Act impact assessment
Corporate Restructuring
Tax-efficient reorganisation of business structures ’ group holding companies, hive-downs, mergers, and demergers structured to minimise stamp duty, CGT, and income tax consequences.
- Holding company structures
- Business hive-downs
- Merger & demerger planning
- Succession & exit structuring
M&A Tax Due Diligence
Pre-acquisition tax due diligence identifying historic exposures, and post-acquisition integration planning to optimise the combined group's tax position from day one.
- Tax liability discovery
- KRA compliance gap analysis
- Deal structure recommendations
- Post-merger integration plan
KRA Dispute Resolution
Expert representation through the full KRA dispute lifecycle ’ from the initial audit notice to objection, alternative dispute resolution, and Tax Appeals Tribunal hearings.
- KRA audit management
- Formal objection filing
- ADR negotiation
- TAT representation
VAT & Indirect Tax Planning
Optimising VAT input recovery, partial exemption calculations, and structuring transactions to maximise VAT efficiency ’ particularly for mixed-supply businesses and exporters.
- Input VAT recovery maximisation
- Partial exemption analysis
- Zero-rating eligibility reviews
- Excise duty planning
Incentives & Reliefs
Identifying and applying for the full range of KRA tax incentives ’ EPZ status, special economic zone benefits, pioneer status reliefs, and sector-specific exemptions under the Income Tax Act.
- EPZ & SEZ qualification
- Pioneer status applications
- Sector incentive identification
- Amnesty programme filings
How We Handle
KRA Disputes
Notice Receipt & Triage
We review the KRA notice within 24 hours, assess the nature and materiality of the query, and advise on the optimal response strategy.
Documentation & Evidence Preparation
We compile the complete evidentiary file ’ contracts, invoices, bank records, and legal analysis ’ to support your position comprehensively.
KRA Field Audit Management
We attend all KRA field meetings on your behalf. All queries are directed through us ’ protecting you from inadvertent admissions.
Formal Objection Filing
Where assessment is raised, we file a formal objection within the 30-day statutory window with full legal and accounting grounds.
ADR & Settlement
We pursue Alternative Dispute Resolution with KRA's dedicated ADR team ’ resolving most disputes without proceeding to tribunal.
Tax Appeals Tribunal
Where necessary, we prepare TAT applications and provide full hearing representation alongside your legal counsel.
Tax Savings
Our Clients Have Achieved
Manufacturing Co. ’ Capital allowances review
KES 3.2M savedIdentified unclaimed industrial building allowances over 5 years, filed amended returns.
Tech Startup ’ Pioneer status application
5-yr tax holidaySuccessfully secured pioneer status under the Investment Promotion Act ’ full corporation tax holiday.
Real Estate Firm ’ KRA VAT dispute
KES 8.7M defendedSuccessfully objected to KRA assessment on mixed-use development VAT treatment via ADR.
Group Holding Restructure ’ CGT planning
KES 12M savedRestructured a 3-entity group before a strategic acquisition, eliminating CGT on intra-group transfers.
Important: All scenarios are anonymised. Every tax position we advise on is documented, legally grounded, and fully disclosable to KRA. We do not advise on arrangements that rely on non-disclosure.