Tax Assessments, Disputes, and Collection Cases

We represent clients before the Bureau of Internal Revenue (BIR), Bureau of Customs (BOC), and local government units (LGUs) at any stage of examination or audit. We also review tax assessments to ensure they are properly issued and legally sound, assess them in light of applicable laws and regulations, and reconcile the findings with all available supporting documents. Where appropriate, we engage and legally negotiate with the examining authorities on behalf of our clients.

Tax Refunds and Credits

We assist clients in case of tax overpayments, erroneous tax payments, unutilized input VAT, excess withholding taxes, or other instances where taxpayers are entitled to a refund or tax credit under applicable laws and regulations by filing applications for tax refunds or Tax Credit Certificates (TCCs) with the Bureau of Internal Revenue (BIR) and other relevant agencies.

Tax Rulings and Tax Treaty Availment

We assist clients in securing tax rulings or confirmations from the Bureau of Internal Revenue (BIR) and the Department of Finance (DOF), as well as in availing benefits under applicable tax treaties, including reduced rates or exemptions when clarification of tax treatment is needed or when treaty benefits are being claimed for cross-border arrangements in accordance with applicable laws and regulations.

Tax Opinions and Studies

We provide tax opinions analyzing the tax implications of specific transactions or arrangements based on applicable laws and issuances. Our opinions are supported by legal reasoning tailored to the client’s particular circumstances to guide decision-making, ensure compliance, and manage potential tax risks in a clear and commercially sound manner.

Tax Retainer

We provide legal support for tax-related matters through phone, email, or in-person consultations. This allows clients to obtain timely advice on day-to-day tax concerns as they arise, without the need for separate engagements for each issue. Under this arrangement, we assist in addressing queries on compliance, transactions, and tax risk management, ensuring that clients receive consistent and practical guidance aligned with applicable laws, regulations, and current tax issuances.

Estate planning and settlement

We assist clients in developing tax-efficient strategies for the preservation, management, and transfer of personal and family wealth. This includes structuring estates to minimize tax exposure while ensuring compliance with applicable laws and regulations. We likewise provide guidance in the settlement of estates, including the preparation and filing of estate tax returns, coordination with relevant authorities, and assistance in the orderly transfer of assets to heirs or beneficiaries.

Corporate Registration

We assist clients in the end-to-end establishment and registration of business entities in the Philippines. This includes advising on the appropriate structure, preparing and filing registration documents, and coordinating with relevant government agencies such as the SEC, DTI, and BIR. We likewise support clients in completing post-registration requirements to ensure full legal compliance and readiness for business operations, including permits, registrations, and initial regulatory filings such as with SSS, PHIC, and HDMF.

Annual Business Permits Renewal

We assist clients in the timely renewal of business permits with local government units (LGUs) and other relevant regulatory agencies. This includes the preparation and submission of required documents, coordination with the concerned offices, and monitoring of deadlines to minimizing risks of penalties, surcharges, or operational interruptions due to non-compliance.

Corporate Secretarial Services

We provide ongoing corporate secretarial support to ensure clients remain compliant with statutory and regulatory requirements under applicable laws and SEC rules. This includes the preparation of corporate documents, maintenance of statutory records, and filing of required reportorial submissions. We also assist in the preparation of board and stockholder resolutions, coordination of corporate meetings, and updates to Articles of Incorporation and records, ensuring proper governance and regulatory compliance throughout the corporate lifecycle.

Mergers, Acquisitions, and Restructuring

We advise and assist clients in mergers, acquisitions, and corporate restructuring transactions from initial structuring through completion. This includes legal due diligence, transaction structuring, negotiation of agreements, and preparation of necessary documentation, while managing legal, tax, and commercial risks throughout the transaction process.

Commercial Transactions Advisory

We provide legal advice on a wide range of commercial transactions, including business arrangements, partnerships, joint ventures, supply and service agreements, and other day-to-day commercial dealings. Our services focus on structuring transactions, reviewing and negotiating agreements, and identifying legal and commercial risks to ensure that clients enter into compliant and strategically aligned business arrangements.

Fractional In-House Counsel Services

We provide outsourced in-house legal support to businesses on a part-time or on-demand basis, acting as an extension of the client’s internal legal team without the need for a full-time in-house counsel. This service covers ongoing legal advisory on corporate, commercial, and regulatory matters, contract review and negotiation, compliance support, and day-to-day legal risk management. It is designed to provide businesses with consistent and accessible legal guidance that is practical, responsive, and in line with their operational needs.

Banking and Fintech

Representation in credit transactions, project financing, security documentation, and compliance with Bangko Sentral ng Pilipinas (BSP) regulations. Regulatory advisory for bank transactions, financial technology enterprises, digital platforms, and emerging asset classes.

Data privacy and cybersecurity

Compliance with data privacy laws and regulations, including data protection policies, privacy impact assessments, breach response, and risk management for digital and operational security.

Regulatory compliance

Compliance with regulations and regulatory requirements including advisory services, regulatory filings and applications, compliance assessments, and coordination with government agencies such as Securities and Exchange Commission, Food and Drug Administration, and other industry regulators.

Labor and Employment

Assistance in employment contracts, workplace policies, employee relations, and dispute resolution, as well as proceedings before labor tribunals and relevant government agencies.

Property transactions

Legal support for real property transactions, including acquisition, sale, lease, and transfer of property interests, due diligence, contract preparation and review, documentation, and compliance with applicable legal and regulatory requirements.

Litigation and Arbitration

Representation before courts, arbitral tribunals, and quasi-judicial bodies, including case assessment, preparation of pleadings and attendance in hearings.

Special Projects

Customized legal solutions for government initiatives, institutional transactions, and complex multi-sector engagements.