Tax services for Owner-Managed Businesses
We work with owner-managers, entrepreneurs, sole traders, partnerships and family businesses operating across a wide range of sectors both domestically and internationally.
Running and owning the business means your corporate and personal tax requirements should always be strongly aligned. Our partner‑led OMB team brings joined‑up tax advice based on our deep expertise so you can make confident decisions while safeguarding long-term value.
What we do for OMBs
Compliance done right
Tax returns are increasingly complex, with minor errors leading to unnecessary interaction with Revenue. Our key commitment to our clients is to prepare accurate returns in a timely manner with a view to spotting problems early to keep the risk for you low.
Business structuring, reorganisations & shareholdings
Set up or refine structures (company/holding company/partnership), implement business reorganisation and reconstructions, share buybacks and growth shares to support funding, management incentive plans and future exit.
Tax-efficient profit extraction & remuneration
Alongside our Employment Tax Advisory Services colleagues, we design salary/dividend/pension mixes, benefits and director loan strategies that balance business cash flow with your personal tax position.
Succession, wealth & family transitions
With our Private Client tax services colleagues, we create long-term plans that coordinate business succession with personal wealth, using reliefs, trusts and family office governance to transfer assets efficiently across generations.
Transactions: acquisitions, disposals, funding and exit
Comprehensive tax support across the deal cycle, from pre-sale preparation and evaluating capital gains reliefs to due diligence, integration planning and post-transaction optimisation.
Tax due diligence services
Our tax due diligence service identifies potential exposures, reviews historical compliance across all key tax areas, and highlights issues that may affect price, structure or negotiations. We provide a concise, practical report outlining key findings and recommended actions, giving you clarity, reducing uncertainty, and helping your transaction proceed with confidence.
International & cross-border issues
As part of Crowe Global, we advise on outbound structuring, operational tax issues, and transfer pricing coordination for growing Irish businesses.
Accessing tax reliefs & incentives
We help owner-managed companies unlock valuable tax reliefs that support growth and innovation. Our team advises on eligibility and claims for key incentives including the R&D tax credit and the Employment and Investment Incentive Scheme (EIIS), ensuring your business maximises every opportunity available.
Employment tax & management incentives
Employer compliance (PAYE/BIK/expats) and equity-based rewards to align leadership and value creation, with our colleagues in Employment Tax Advisory Services.
VAT & RCT
Registration, compliance, cross-border supply chains, property and e-commerce VAT, plus health checks to uncover recoveries and reduce errors.
Revenue interventions & disputes
When Revenue gets in touch – whether it’s a Level 1 self-review request, a Level 2 risk review or audit, or a Level 3 investigation – we act fast to protect your position and resolve matters efficiently. We explain what the notification means, where you can still make disclosures, and how cooperation can mitigate penalties under the Code of Practice for Revenue Compliance Interventions.
Why owner-managers choose us
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