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Tax Due Diligence & Tax Health Check Services in Serbia
Need tax due diligence in Serbia? Buy-side and vendor DD, tax health checks, risk quantification, SPA support. Ex-EY, senior-only execution, fixed fees.
Tax Due Diligence Overview
Every Serbian target looks clean in the data room - until someone checks the tax positions. Undisclosed VAT, payroll, or transfer pricing exposures become the buyer's problem after closing. That's where I come in: I identify the risks, quantify them in euros, and deliver findings your deal team can act on. Big Four (EY) background, direct access from the first call.
How a Due Diligence Engagement Works
Every engagement starts with a free 15-minute call. I review the transaction or your compliance concern, scope the work, and send a clear proposal within 24 hours - defined deliverables, fixed fee, no surprise billing.
A red-flag review typically takes about a week from data room access; a full-scope review two to three weeks. Findings are staged to your deal timeline, and you work with me directly from first call to final report.
Core Due Diligence and Health Check Services
- Buy-side tax due diligence - red-flag or full-scope review of Serbian targets, with exposures quantified in euros
- Vendor due diligence - pre-sale review and cleanup so issues surface on your terms, not the buyer's
- Tax health checks - proactive compliance review across corporate income tax, VAT, payroll, and withholding tax
- SPA support - findings translated into warranties, indemnities, and price adjustment positions
- Statute of limitations analysis - which tax years are still open, and which exposures are already time-barred
- Remediation support - corrective filings, voluntary disclosures, and process fixes after the review
M&A Transaction Support
Acquiring a company means inheriting its tax history - the Serbian Tax Authority can generally assess taxes five years back, with an absolute limit of ten. I provide tax-side transaction advisory for deals in Serbia: from due diligence findings through SPA negotiations to closing. For sellers, I identify and fix issues before they become deal-breakers.
Common Scenarios I Solve
Most clients come to me with one of these:
- "We're buying a Serbian company - what tax risks are we inheriting?"
- "The seller says everything is compliant. Can you verify that before we sign?"
- "Our lawyers need tax input for the SPA warranties and indemnities."
- "We're selling next year and want to clean up before buyers start digging."
- "The fund requires a tax health check before our financing round."
- "The data room opens Monday - can you deliver findings in two weeks?"
If any of these sound familiar, you're in the right place.
Serbian Tax Due Diligence - Common Questions
What does tax due diligence in Serbia cover?
A typical scope covers corporate income tax, VAT, payroll taxes and social security contributions, withholding tax, and transfer pricing. The exact scope is agreed upfront - from a red-flag review in early deal stages to a full-scope review before signing.
How long does tax due diligence take?
A red-flag review usually takes around one week from data room access. A full-scope review takes two to three weeks, depending on the size of the target and the quality of the data. For M&A transactions, findings are delivered in line with your deal timeline.
How far back can the Serbian Tax Authority go?
The general statute of limitations is five years, counted from the first day of the year following the year in which the tax should have been assessed, with an absolute limit of ten years. Tax due diligence therefore typically focuses on the open five-year period.
What is the difference between tax due diligence and a tax health check?
The methodology is similar, but the context differs. Tax due diligence is performed as part of a transaction, for a buyer or a seller. A tax health check is a self-initiated review of your own company, with a report prepared for management rather than a counterparty.
Can you work alongside our lawyers and financial advisors?
Yes. Findings are prepared so your legal team can use them for warranties, indemnities, and price adjustments in the SPA, and I coordinate directly with the legal and financial due diligence workstreams. Reports are delivered in English, and Serbian source documents are reviewed in the original.
How are tax due diligence fees structured?
On a fixed-fee basis, agreed upfront based on scope, target size, and the number of open tax years - no hourly surprises.
What do you need from us to start?
For M&A transactions, standard data room access is usually enough. For a health check: corporate income tax returns and financial statements for the last three to five years, VAT returns, payroll records, and intercompany agreements with TP documentation.
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