Tax Planning & Preparation
Effective tax planning isn’t just about filing returns — it’s about proactively managing your obligations to ensure you’re paying no more than you need to. At JP Egan & Company, we provide year-round Tax Planning & Preparation services for individuals and businesses, helping you stay compliant while reducing unnecessary tax exposure.
Our experienced team works with clients across a wide range of industries and circumstances. Whether you’re a company director, a landlord, a PAYE employee with additional income, or running a growing business, we tailor our tax advice to suit your specific needs.
We don’t believe in last-minute tax returns. With regular reviews, we help you make informed decisions throughout the year, so that there are no surprises when deadlines come around. Our work includes preparing and filing all necessary returns, liaising with Revenue on your behalf, and offering strategic advice when needed — especially around business structuring, succession, or asset sales.
We also have extensive experience representing clients during Revenue audits and investigations. If you’ve received correspondence from Revenue or need assistance with back taxes, we can support you through the process and negotiate a fair outcome.
Let JP Egan & Company give you confidence in your compliance — and clarity on your tax position.
Things to Know or Watch Out For with Tax Planning
- Year-Round Planning Beats Year-End Panic
Last-minute tax filing often means missed reliefs or costly errors. We offer scheduled reviews and planning discussions throughout the year to keep you ahead. - Revenue is Increasing Audits and Data Matching
With enhanced access to third-party data (e.g., property registers, banking), Revenue is cracking down on undeclared income. Accurate, proactive reporting is essential. - Personal Tax and Company Tax Often Overlap
If you run a company, there are key tax planning opportunities that impact both your personal and business finances. We help you optimise both. - Capital Gains Tax Requires Advance Planning
Selling assets, property, or shares? Planning before the sale can save significant tax — after the fact, options are limited.
- Capital Acquisitions Tax (Gifts/Inheritances) Has Exemptions
We can help you understand thresholds, exemptions, and reliefs available when transferring wealth to the next generation. - Incorrect VAT Treatment Can Trigger Penalties
VAT registration, rates, and filing requirements can be complex. We ensure you’re applying the correct VAT rules and claiming back what you're entitled to. - You May Be Entitled to Credits You’re Not Claiming
From medical expenses to flat-rate allowances and tax-efficient pensions, we make sure no opportunity is missed. - Revenue Audit Support Requires Experience
We represent clients during audits and investigations, helping you prepare documentation, respond appropriately, and negotiate fair outcomes.
JP Egan & Company
Frequently Asked Questions
Yes — we handle all personal and business tax returns, including PAYE employees with additional income, landlords, sole traders, and company directors.
Tax preparation involves filing returns correctly and on time. Tax planning is forward-looking — it identifies ways to minimise tax before transactions take place.
The earlier the better. Ideally, tax planning is done throughout the year — not just before deadlines. This allows time to adjust salaries, pensions, expenses, or investments efficiently.
Yes — we can advise on timing, reliefs, allowable expenses, and help ensure you only pay what’s necessary. Early advice is key.
Don’t ignore it. We regularly support clients in Revenue audits and interventions. We’ll help you prepare the necessary information and represent you during negotiations.
If your annual turnover exceeds certain thresholds (€42,500 for services or €85,000 for goods), VAT registration is required. We’ll advise you based on your business model.
Absolutely. We prepare and file all personal and corporate tax returns, ensuring full compliance with Revenue and clear communication with you.
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