Personal Tax Planning
Annual filings (E1, E2, E3, E9), multi-year tax projections, capital-gains planning on property and securities, foreign-income disclosures, AADE audit defence, and freelancer-to-IKE transitions. For salaried professionals, freelancers, and retirees with rental income or foreign pensions. From €450/year.
SME Tax & Bookkeeping
Monthly bookkeeping (myDATA-compliant), VAT, payroll for up to 50 employees, year-end statements, corporate returns, ELTE filings, and restructuring across sole-prop, IKE, OE, and SA. Fixed monthly retainer reviewed annually; no surprise invoices. From €280/month.
Wealth & Retirement Planning
Household balance sheet modelling, pension top-up analysis, fund selection (advisory only, no sales). Outputs are a written plan and a one-page annual review. From €1,200 for the plan.
Estate & Succession Planning
Greek and cross-border wills, family-business transfer planning, and inheritance tax modelling across Greek and EU law. For family businesses and households with assets in more than one country. From €1,800 for the plan.
International & Expat Advisory
Greek non-dom regime (7% flat tax and 50% income exemption), UK resident-non-dom legacy planning, Cyprus and Malta programmes, double-taxation treaty analysis, and residency planning. From €900 for the review.
Audit Support & Tax Disputes
AADE representation, ELTE filings, KEMETH submissions, and defence against tax reassessments. Margarita leads every dispute personally. From €600 per case; included in annual SME contracts.