Engagement types, not client results. Replace each card with a real, client-approved case (sector, problem, work, measurable result) before launch.
TradingFree zone
Trading company preparing its first corporate tax return
A free zone trading company with a growing number of mainland customers, unsure whether it still qualifies for 0%.
- Revenue tagged by customer and activity
- De minimis test run month by month
- Audit and tax return planned on one calendar
Engagement covers: a written qualifying-status position the auditor and tax return can rely on.
Real estateMainland
Brokerage building an AML programme
A real estate brokerage, a designated non-financial business, without a written risk assessment or goAML registration.
- Business-wide risk assessment
- Customer due diligence procedures
- goAML registration and staff training
Engagement covers: a documented programme ready for regulator inspection.
Professional servicesMainland
Consultancy deciding on Small Business Relief
A consultancy just under AED 3 million revenue weighing whether to elect the relief or plan for standard rates.
- Revenue forecast to 2029
- Relief election in the return
- Related-party pricing file
Engagement covers: a relief decision documented for each tax period.
Family businessCourt
Partnership dispute needing a financial expert
Two partners disagree on the value of a share and on withdrawals over five years.
- Ledger reconstruction
- Valuation of the share
- Independent expert report for the court
Engagement covers: a report that sets out method, evidence and limits.