CM-Tax is an independent law firm with offices in Lyon and Marseille, France, specializing in:
The firm operates in both domestic and international contexts, serving a diverse clientele of French and international individuals, companies, and organizations. Founded in 2007, CM-Tax provides regular and ad-hoc support to clients in all aspects of French taxation, including advisory services, interactions with tax authorities, and litigation.
CM-Tax's multidisciplinary team consists of about 15 professionals dedicated to providing personalized care for clients' projects. The firm also collaborates with specialized business and corporate law firms to assist with business transfers, mergers, and restructuring operations.
The tax law department at CM-Tax provides advice to both resident and non-resident individuals, as well as French and international companies. The firm, with offices in Lyon and Marseille but operating throughout France, assists clients with tax audits and disputes with the tax authorities.For individual clients, CM-Tax offers support with tax reporting obligations, asset transfers, tax advice, and international operations. Their team specializes in various aspects of personal taxation, including business sales or transfers, family asset management, investment projects, Dutreil pacts, changes in tax residence, international successions, and the sale of overseas real estate, ensuring both optimization and security from a tax perspective.For corporate clients, CM-Tax assists with external growth operations, such as tax due diligence, ongoing tax management, tax consolidation, and addressing tax queries related to business operations.The firm also provides comprehensive support during tax audits and disputes, including assistance during audits, responding to proposed adjustments, representation before tax commissions, hierarchical appeals, court appeals, settlements, assistance during enforced recovery measures, negotiation, and regularization of tax situations.
The asset law department at our firm provides long-term advisory services to help clients manage and transfer their assets with confidence. Unlike many others in the field, we offer support with complete independence, ensuring recommendations are perfectly tailored to each client's profile, whether they are investors, individuals, or business owners.While the tax aspect is crucial in asset management and transfer, the legal dimension is equally important. Decisions should not be driven solely by tax considerations, as this would overlook the importance of asset protection and legal security. Similarly, a purely technical approach that doesn't consider an individual's personal situation, motivations, and objectives often misses the mark. The lawyer's experience and the ability to listen to the client are vital. We see our role as engaging in a true collaborative relationship.Our firm's experience enables us to provide personalized advice that considers applicable legislation, the practices of the tax administration, and the client's desires, necessitating ongoing dialogue. What is suitable advice for one person may not be appropriate for another.
