Sound tax planning saves years of pain. We advise entrepreneurs, companies and international investors on complex Israeli and cross-border tax matters — structuring transactions, obtaining Pre-Rulings, defending audits, managing crypto compliance, and running Voluntary Disclosure programs — with the same partners you speak to on day one.
Effective tax planning happens before transactions close, not after. We work with founders, executives and boards to model the tax implications of fundraising, M&A, secondaries, spin-offs and Exit — and choose the structure that maximizes after-tax outcome.
For material or novel transactions we prepare and negotiate written Pre-Rulings with the Israel Tax Authority. A well-prepared ruling gives certainty to founders, employees, buyers and investors — and often unlocks the deal.
The Israel Tax Authority classifies Bitcoin, Ethereum and digital assets as property for tax purposes — every sale, coin-to-coin swap or purchase-in-crypto is a taxable event. We advise on digital assets, DeFi, NFT and staking — including certified reports and moving capital into the Israeli banking system in strict alignment with Bank of Israel policy. Cross-border holders should also review our international tax practice, and independent crypto traders should see our CPA for freelancers:
If you hold undeclared foreign bank accounts, securities, real estate, crypto or business activity, Voluntary Disclosure is the safe path to legalize the position — paying the tax with limited interest and obtaining criminal immunity. Acting before the ITA reaches you is essential — with FATCA and CRS, exposure is nearly automatic:
For material assessments — cross-border issues, Pocket Company, Section 3(J1), Transfer Pricing, Preferred Enterprise or crypto taxation — you need advisors who know current case law and ITA practice. We lead complex matters from objection through District Court appeal:
If the ITA challenges a position, we represent the client through every stage: initial response, assessment (שומה), objection (השגה), settlement negotiations and — where needed — District Court appeal. In criminal-tax matters we build the accounting defense file jointly with tax-law counsel, including kofer (settlement in lieu of prosecution) applications.
A Pre-Ruling is a binding written position from the Israel Tax Authority on a specific transaction (M&A, reorganization, ESOP structure, residency, crypto activity). We recommend one whenever the tax exposure is material and precedent is unclear.
Yes — from responding to ITA information requests, through the assessment process (שומה), objections (השגה), settlement negotiations and appeals to the District Court.
Yes. We provide crypto tax services — Bitcoin, DeFi, NFT, staking. We produce certified blockchain P&L reports, obtain Pre-Rulings, and manage AML/KYC to move capital into the Israeli banking system in strict alignment with Bank of Israel policy.
A structured ITA process to legalize previously undeclared foreign accounts, assets or income — paying the tax with limited interest and receiving criminal immunity. With FATCA and CRS in force, exposure is nearly automatic; acting proactively is essential.
Yes — we plan and execute tax-deferred reorganizations under Sections 103–105, including mergers, spin-offs and asset transfers between related entities.
All areas of expertise of our boutique CPA firm in Herzliya Pituach.
Send us a note and a senior partner will reach out personally. Full discretion guaranteed.