CM-Tax is an independent law firm in Lyon and Marseille, France specialized in:
- French tax advice and tax litigation;
- French property law;
- French real estate transactions: advice and backing, sale and purchase of real estate assets.
We operate in both French and international contexts.
The French tax specialist law firm CM-Tax and its team of English speaking French tax and legal advisors, based in Lyon and Marseille but operating throughout France, advises and assists on all subjects relating to French tax law - tax advice and tax litigation - as well as French property law. We also assist the international community in the sale and acquisition of French real estate.
Founded in 2007, CM-Tax regularly and/or punctually supports and assists its clients in the field of taxation in France, both from the point of view of advice, as well as exchanges with the administration and litigation.
This solid level of expertise in tax law makes it possible to assist and advise a very diversified clientele, French and international, whether companies, individuals or various organizations such as non-profit organizations or trusts.
We are always very happy to assist members of the international community in the defense of their interests and the respect of their tax and legal obligations in France, so as to facilitate their operations and their investments in France.
Anxious to follow the needs of its clients and prospects, CM-Tax has expanded its offer by creating a property law department, then a French real estate department.
Thus, each client has the opportunity to be accompanied by a single interlocutor throughout his project whether it is real estate investment, management/transmission of heritage or business, protection of family both in terms of civil law and tax law.
Our firm regularly works in partnership with foreign law firms, notaries, accounting firms and family offices.
CM-Tax is a member of SAJEF group, made up of lawyers specializing in business law, social law, litigation and insolvency proceedings, which allows it to provide its expertise in France to its clients both privately and professionally.
Composed of about fifteen professionals, the multidisciplinary team is at your disposal to provide all the care necessary for the realization of your projects.
We work in collaboration with niche law firms specializing in business and corporate law, which allows us to assist our clients with business transfers, mergers and other restructuring operations.
Our team works with a clientele of individuals and companies both in France and abroad.
We speak French and English.
The tax law department team advises both resident and non-resident individuals, as well as French and foreign companies.
The CM-Tax law firm of tax lawyers assists its clients in tax audit operations and in disputes with the tax administration.
With offices in Lyon and Marseille, but operating throughout France, the firm assists its individual clients with their reporting obligations, asset transfer operations, tax advice, and international operations.
Its team of tax lawyers intervenes in particular on all subjects relating to individual taxation: sale or transfer of businesses, family asset organization, investment projects, Dutreil pacts, change of tax residence, international succession, sale of real estate abroad, in order to ensure both optimization and security of operations from a tax perspective.CM-Tax assists companies in their external growth operations (tax due diligence), in their current tax management, in the implementation of tax consolidation, and responds to any tax questions in the context of their ongoing business operations.
The CM-Tax law firm of tax lawyers also assists its clients at all stages in case of tax audits and tax disputes: assistance during tax audits, response to proposed adjustments, representation before tax commissions, hierarchical appeals, appeals before competent courts, settlements, assistance during forced recovery measures, negotiation, regularization of tax situations.
The asset law department team offers each of its clients long-term advisory services to enable them to manage and transfer their assets with peace of mind.
Unlike many players in this field, our support is provided with complete independence, allowing for recommendations perfectly tailored to each profile (investors, individuals, business owners).
The tax aspect is essential in the management and transfer of assets, but the legal dimension is equally important. Choices cannot be motivated solely by tax considerations, which would ignore the aspects of asset protection and legal security.
Similarly, a purely technical approach, without taking into account the reality of each person's personal situation, motivations, and objectives, often misses the essential. The lawyer's experience feedback is crucial, as is listening to their client. We view our intervention as a true co-construction relationship.
Our firm's experience allows for personalized advice that takes into account applicable legislation, but equally the practice of the tax administration and the wishes of its clients, which requires constant exchange. Advice suitable for one person will not necessarily be suitable for another.
The transfer of your assets (property, business, shares and stocks..) requires both fiscal and legal considerations.
The asset transfer strategy must take into account the original situation of each case, including family, professional, and fiscal considerations.
The transfer of assets is organized upstream and may take many forms in France.
CM-Tax law firm, with offices in Lyon and Aix-en-Provence, can help you to define a tailor‑made strategy according to your objectives and specific circumstances so that the transfer of your assets can take place under the best conditions in terms of taxation and security.
