Accounting & Tax Advisory Services

Optimum Financial

Accounting & Tax Advisory Services

At Optimum Financial Strategy, we provide comprehensive accounting and tax advisory services, supporting businesses and professionals in the proper organization and management of their financial obligations. With consistency and accuracy, we undertake bookkeeping, tax return submissions, and the monitoring of all accounting processes in full compliance with current legislation.

Our goal is to offer reliable guidance and meaningful support, enabling our clients to maintain a clear understanding of their financial position and make sound business decisions with confidence and security.

01. Single-Entry & Double-Entry Bookkeeping

We undertake the full maintenance of single-entry and double-entry accounting books in accordance with the Greek Accounting Standards (ELP), ensuring accurate recording of transactions, proper reconciliation of income and expenses, and a true representation of the company’s financial position. Through continuous monitoring of obligations and deadlines, we help business owners operate with security, transparency, and consistency, avoiding errors that may lead to penalties or tax discrepancies.

02. Tax Return Submissions (E1, E2, E3, E9, VAT, Payroll Taxes, etc.)

We handle the accurate and timely submission of all key tax returns for individuals and businesses, including E1, E2, E3, E9, VAT returns, payroll taxes (FMY), and other reporting obligations to the Independent Authority for Public Revenue (AADE). We review all data for inconsistencies, utilize available legal deductions and exemptions where applicable, and ensure full compliance with tax regulations, reducing the risk of audits and safeguarding the taxpayer’s accuracy and reliability.

03. myDATA & E-Invoicing

We provide comprehensive support for the implementation of myDATA and the electronic transmission of invoices to AADE, whether through commercial software or certified e-invoicing providers. We ensure proper classification of income and expenses, correct data reporting, and the prevention of discrepancies that may affect VAT or income taxation. Our goal is to ensure that your business operates with full compliance and organization, without gaps that could lead to tax burdens or corrective actions.

04. Tax Planning & Structuring

Tax planning is a key tool for the effective operation of any business, focusing on selecting the appropriate actions to achieve lawful tax optimization and improved financial strategy. We analyze your business activity, expenses, income, and obligations, and propose solutions aligned with tax legislation, avoiding risks and errors that may result in penalties. Our approach is practical and targeted, always focused on sustainability and long-term growth.

05. Support During Tax Audits

We provide full guidance and representation in the event of a tax audit, whether concerning individuals or businesses, ensuring proper file preparation and immediate response to the requirements of the tax authorities. We gather all necessary documentation, review the accounting and tax profile, and support the client at every stage, aiming to minimize risks, ensure proper documentation, and avoid unexpected outcomes.

Contact Us Today

for an initial consultation and discover how we can provide you with security, structure, and confidence in every financial decision you make.

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OPTIMUM FINANCIAL STRATEGY

A dynamic consulting firm delivering high-quality advisory services across the most critical areas of business activity.