Accounting and Tax Firm Adam Jeżak

BACKGROUND

Please describe your company and position.

I am the Senior Company Lawyer of SVA RE Poland Spzoo

Describe what your company does in a single sentence.

1. real estate holding
2. real estate investments
3. exploding commercial and industrial real estate
4. real estate financing 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accounting and Tax Firm Adam Jeżak to accomplish?

• Accounting
• Tax advise
• Bookkeeping

SOLUTION

How did you find Accounting and Tax Firm Adam Jeżak?

Other

Why did you select Accounting and Tax Firm Adam Jeżak over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Accounting and Tax Firm Adam Jeżak were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Accounting services
• Bookkeeping 
• Tax audit assistance 
• Finance consulting 
• Debt restructuring 
• Advice on local taxes (national and municipal) 
• Financial year finalisation
• Audit finalisation 
• Annual accounts filing
• Tax filing 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Adam and his team always make sure that my company is in good legal standing; they act proactively to give me the best advice in terms of accounting and tax matters. They have a great knowledge of local regulations and practices, handling every issue I bring to them with enormous professionalism and efficiency. 

They have assisted every year in the tax audit of my company, taking care that this is done on time and correctly. 

They make sure all the relevant taxes are filed and paid on time, giving me enough time to prepare for all of this. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Everything was delivered on time, and also with enough time in advance to prepare for the work in good order. 

They have responded to my requests and needs in due time, with great efficiency and going the extra mile to deliver a great service. 

They care about my business and the sucess of their clients. 

What was your primary form of communication with Accounting and Tax Firm Adam Jeżak?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Accounting and Tax Firm Adam Jeżak's personal advice, approach, and how much they care about their clients stand out.

The most impressive thing is the personalised approach and how much Adam cares about my company in Poland.  

Are there any areas for improvement or something Accounting and Tax Firm Adam Jeżak could have done differently?

No areas of improvement so far. Their services have been excellent. 

BACKGROUND

Please describe your company and position.

I'm an executive at PI Squared GmbH

Describe what your company does in a single sentence.

Pi Squared is a Swiss-based cybersecurity firm, specialized in vulnerability remediation and data protection for Global Corporations and Financial Institutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accounting and Tax Firm Adam Jeżak to accomplish?

• preparation of appropriate payment instructions
• obtaining Tax Identification Number and registration of the Company for Social Security Authority ("ZUS") purposes in Poland
• preparation of payroll list, including allowances and deductions
• collecting documentation from employees of the Company, entering data into the HR and payroll system and keeping personal files for employees in accordance with the Polish regulations
• calculation of gross and net pay, PIT and ZUS contributions
• calculation sickness benefits related to the employees
• preparation of monthly ZUS declarations and filling the on behalf of "the Company"
• administrative support for employees: control of the timeliness of medical examinations of employees, health and safety trainings
• servicing routine queries, including issuing employment and payroll certificates at the employees request
• HR and payroll administration services include preparing, on the basis of information and documents provided by the Company, a monthly payroll and Social Security Authority ("ZUS") declarations.

SOLUTION

How did you find Accounting and Tax Firm Adam Jeżak?

Referral

Why did you select Accounting and Tax Firm Adam Jeżak over others?

• Pricing fit our budget
• Referred to me

How many teammates from Accounting and Tax Firm Adam Jeżak were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

The services provided include:  obtaining Tax Identification Number and registration of the Company for Social Security Authority ("ZUS") purposes in Poland,  preparation of payroll list, including allowances and deductions,  collecting documentation from employees of the Company, entering data into the HR and payroll system and keeping personal files for employees in accordance with the Polish regulations,  calculation of gross and net pay, PIT and ZUS contributions,  calculation sickness benefits related to the employees,  preparation of monthly ZUS declarations and filling the on behalf of "the Company",  preparation of appropriate payment instructions,  administration of newly hired employees,  administrative support for employees: control of the timeliness of medical examinations of employees, health and safety trainings,  servicing routine queries, including issuing employment and payroll certificates at the employees request,  preparation referrals to the preliminary and periodic medical tests for the employees.   

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

*

Describe their project management. Did they deliver items on time? How did they respond to your needs?

*

What was your primary form of communication with Accounting and Tax Firm Adam Jeżak?

Email or Messaging App

What did you find most impressive or unique about this company?

Timely and trustworthy

Are there any areas for improvement or something Accounting and Tax Firm Adam Jeżak could have done differently?

None

BACKGROUND

Please describe your company and position.

I am the VP Operations & Controller of an information technology company

Describe what your company does in a single sentence.

We provide a platform to build, manage, & optimize real-time software applications.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accounting and Tax Firm Adam Jeżak to accomplish?

• Manage tax reporting & compliance
• Manage & review accounting and Polish entity books
• Ad hoc financial consulting in regards to Polish business

SOLUTION

How did you find Accounting and Tax Firm Adam Jeżak?

• Referral

Why did you select Accounting and Tax Firm Adam Jeżak over others?

• Close to my geographic location
• Referred to me

How many teammates from Accounting and Tax Firm Adam Jeżak were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Preparing my VAT and income tax returns, ensuring that we are compliant with all Polish tax laws. Maintaining my accounting records and providing clear and concise financial statements. Providing tax audit support, helping me to navigate the complex Polish tax system. Offering expert consulting on a wide variety of issues, including best practices in Poland, risk management, legal questions, and HR support.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Their breadth of services, encompassing accounting, tax, and consulting, are delivered with remarkable expertise and professionalism. Specifically, they have been instrumental in preparing our VAT and income tax returns, ensuring our full compliance with Polish tax regulations. Their maintenance of our accounting records has also consistently provided us with accurate financial statements.

As we navigate the intricacies of the Polish tax system, their support has been invaluable. Beyond these foundational services, Adam's team offers insightful consultations on various issues, ranging from Poland's best practices and risk management to legal inquiries and human resources support.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Adam's team is consistently responsive and reliable. We often have critical deadlines we have to meet, and the team is able to respond quickly and with accuracy. They are also great at prompting us and reminding us of critical deadlines with thorough and complete communication.

What was your primary form of communication with Accounting and Tax Firm Adam Jeżak?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I'm most impressed with their attention to detail and ability to "see around corners". Tax laws and accounting can change quickly and Adam's team is always looking ahead to ensure we are staying in compliance.

Are there any areas for improvement or something Accounting and Tax Firm Adam Jeżak could have done differently?

No, we are very happy with their services.

BACKGROUND

Please describe your company and position.

I am the VP & Corporate Controller of an information technology company

Describe what your company does in a single sentence.

We deliver authentic, real-world feedback on the quality of digital applications.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accounting and Tax Firm Adam Jeżak to accomplish?

• Help us establish our legal entity in Poland
• Day to day accounting and taxes
• Comply with local statutory reporting

SOLUTION

How did you find Accounting and Tax Firm Adam Jeżak?

Referral

Why did you select Accounting and Tax Firm Adam Jeżak over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Accounting and Tax Firm Adam Jeżak were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The Adam Jezak firm came highly recommended to us. They helped us establish our legal entity in Poland and are our trusted partner for all things bookkeeping, accounting, taxes, financial statements, statutory and compliance reporting.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• We have been working with Adam Jezak and team for 6 years. They are a true partner and extension of our team. They are always timely, on top of new guidance, regulations and reporting requirements. They are extremely collaborative and have a fantastic work ethic!

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are always on time if not early with deliverables. They are exceptionally organized and always available.

What was your primary form of communication with Accounting and Tax Firm Adam Jeżak?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The true team dynamic and partnership

Are there any areas for improvement or something Accounting and Tax Firm Adam Jeżak could have done differently?

Honestly, there is nothing I would change about this firm

BACKGROUND

Please describe your company and position.

I am the Financial Manager of a clinical research company

Describe what your company does in a single sentence.

Clinical trial research

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accounting and Tax Firm Adam Jeżak to accomplish?

• Accounting
• Payroll
• Tax

SOLUTION

How did you find Accounting and Tax Firm Adam Jeżak?

Referral

Why did you select Accounting and Tax Firm Adam Jeżak over others?

High ratings

How many teammates from Accounting and Tax Firm Adam Jeżak were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Preparation of yearly financial statements, VAT returns, CIT

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Completing all tasks on time

Describe their project management. Did they deliver items on time? How did they respond to your needs?

All tasks delivered on time

What was your primary form of communication with Accounting and Tax Firm Adam Jeżak?

Virtual Meeting

What did you find most impressive or unique about this company?

Accounting and Tax Firm Adam Jeżak's care for their clients was impressive.

Are there any areas for improvement or something Accounting and Tax Firm Adam Jeżak could have done differently?

Excellent performance

BACKGROUND

Please describe your company and position.

I am the CFO of Parameter EU

Describe what your company does in a single sentence.

Sells environmental chambers with precise temperature and humidty control to pharma, bioscience companies

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accounting and Tax Firm Adam Jeżak to accomplish?

• Provide accounting and tax services locally in Warsaw
• Liaison with tax authorities and government in Poland

SOLUTION

How did you find Accounting and Tax Firm Adam Jeżak?

Online Search

Why did you select Accounting and Tax Firm Adam Jeżak over others?

• High ratings
• Pricing fit our budget

How many teammates from Accounting and Tax Firm Adam Jeżak were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Provide for invoice payments for vendors.  Create invoices for customers.  Provide monthly financial reports.  Manage VAT.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We could not sustain our sales effort so we are closing the company and Adam's firm has provided invaulable assistance in navigating a very complex process.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Reports and answers to questions have been timely and effective.

What was your primary form of communication with Accounting and Tax Firm Adam Jeżak?

Email or Messaging App

What did you find most impressive or unique about this company?

Depth of knowledge of rules and regulations in Poland.

Are there any areas for improvement or something Accounting and Tax Firm Adam Jeżak could have done differently?

The accounting software could have been a bit easier to navigate, but was it was explained we had no issues.

BACKGROUND

Please describe your company and position.

I am the Managing Director of Artemisa d.o.o.

Describe what your company does in a single sentence.

Offering consultancy services in the area of hazardous chemicals

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accounting and Tax Firm Adam Jeżak to accomplish?

• Accounting services
• Tax advisory services
• Bookkeeping services

SOLUTION

How did you find Accounting and Tax Firm Adam Jeżak?

Online Search

Why did you select Accounting and Tax Firm Adam Jeżak over others?

• Good value for cost
• Company values aligned
• located in the country of interest (Poland)

How many teammates from Accounting and Tax Firm Adam Jeżak were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Nothing to add to the previous input on the services (accounting, bookkeeping and tax advisory services for international group of offices with the HQ located in Slovenia)

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Successful management of Financial statements for our local company

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are highly responsive and offer valuable advice every time needed. Approachable also for face-to-face meetings. experience very different compared to other local service providers who operate on a much higher price level.

What was your primary form of communication with Accounting and Tax Firm Adam Jeżak?

Email or Messaging App

What did you find most impressive or unique about this company?

They are proactive and show genuine interest in the successful operation of our company

Are there any areas for improvement or something Accounting and Tax Firm Adam Jeżak could have done differently?

Nothing to report so far

BACKGROUND

Please describe your company and position.

I am the Director of Tutsin Consulting sp z oo

Describe what your company does in a single sentence.

Software development consulting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accounting and Tax Firm Adam Jeżak to accomplish?

• Preparing accounting and tax books of the company compliant with Polish regulations

SOLUTION

How did you find Accounting and Tax Firm Adam Jeżak?

Online Search

Why did you select Accounting and Tax Firm Adam Jeżak over others?

Good value for cost

How many teammates from Accounting and Tax Firm Adam Jeżak were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Accounting for the company

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Bookkeeping

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Great service. We get a prompt reply for all questions.

What was your primary form of communication with Accounting and Tax Firm Adam Jeżak?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They were professional and reliable.

Are there any areas for improvement or something Accounting and Tax Firm Adam Jeżak could have done differently?

no