Back to the Table of ContentsPhase 6 · Year-End Closing and Taxation
What We Provide, and When
A schedule of the documents you'll receive, so you don't have to wait unnecessarily.
Disclaimer. The concierge services agreement expressly excludes any obligation to provide tax advice. This page describes a general framework and does not constitute personalized advice. Your specific circumstances—tax residency, ownership structure, debt, and other income—may completely alter the conclusions drawn herein.
Monthly Summary Bill
Monthly
By the end of the month following the period
Intervention Report
For each procedure
In a few days
Report of Damage
For each incident
Within 24 business hours after departure
Performance Reporting
Monthly
With the summary
Annual Summary
Annual
[to be completed]
Loca'Zen Insurance Certificate
Annual
Upon signing and upon each renewal
- Your tax return. This is the responsibility of your accountant.
- Calculating Your Taxes. We provide the numbers, not their interpretation.
- Advice on selecting a plan under the concierge services contract. A study may be conducted separately, under a separate engagement letter.
- Don't wait until May to review your numbers. Keep track of your monthly summary: the year-end closing shouldn't hold any surprises.
- Send the summary to your accountant early. In March, he has time; by May, he doesn't.
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