Israeli taxation - Individual Taxation

Talk to our experts:

Individual Taxation

Self-employed individuals – including Authorized Dealers (Osek Morshe), Exempt Dealers (Osek Patur), and Small Dealers (Osek Zair) – will find a complete support system in our office that accompanies their business activity every step of the way as the business develops and grows. Our experts will help you manage your finances correctly and wisely, maximize your rights as a business owner, and report properly to the tax authorities – while minimizing your tax liability as much as legally possible, so you can focus on expanding and succeeding in your business.

As of today, there are three types of small businesses in Israel (Authorized Dealer, Exempt Dealer, and Small Dealer), each with unique obligations and rights. Choosing the right path and intelligently managing your tax and financial affairs are essential conditions for growth and avoiding costly mistakes.
Our experts, who are well-versed in the details of the various business statuses and are continuously updated with the Israeli tax authorities, will be happy to advise and guide you in choosing the most suitable path for your business.

Among other things, our department team will be happy to assist with cash flow management (in terms of tax payments), advance adjustments for income tax and national insurance, ongoing reports to tax authorities, handling assessments, advising on transactions and investments, and examining tax implications for clients with dual citizenship or those with additional financial activity abroad.

department services

  • Opening a file and representation with tax authorities, guiding you in choosing the optimal business path – according to the type of business owner and the nature of the business activity.
  • Preparation of annual reports (Form 1301), including appendices for capital gains, foreign income, and so on.
  • Preparation of profit and loss statements for self-employed individuals and businesses – including partnerships, rental income, and so on.
  • Preparation of simplified reports for rental income in Israel under the 10% tax track.
  • Preparation of simplified reports for passive income from abroad.
  • Tax assessment discussions and tax arrangements – accompanying and representing the client in discussions with the tax assessment offices of the Tax Authority, including presenting client data to income tax inspectors, providing arguments in favor of the client within legal parameters, and finalizing assessments by agreement.
  • Handling VAT liability – accompanying and representing the client before the Tax Authority on various questions and cases in the field of VAT.

Talk to our experts:

News and updates in the field of Israeli taxation

With the end of the tax year fast approaching, here

Finance Minister Moshe Kahlon introduced a new tax plan for

The Employment Grant Program (previously named “negative income tax” or

כתבו לנו ונחזור אליכם בהקדם

Write to us and we will get back to you as soon as possible.