Case Study: Maximizing Tax Benefits

DeepTech SAS - AI startup's tax optimization journey:

Year 1: - 8 employees, €1M expenses - JEI status obtained - CIR claim: €180,000 - Social charge savings: €35,000 - Cash position improved by €215,000

Year 3: - 25 employees, €3M expenses - CIR claim: €450,000 - CII claim: €60,000 - First patent filed - Total tax benefits: €550,000

Year 5: - 50 employees, €8M revenue - Transitioning from JEI - Patent box income emerging - Established Irish subsidiary for IP - Annual tax optimization: €800,000+

Key Lessons: 1. Started documentation from day 1 2. Combined multiple incentives 3. Planned for transitions 4. Invested in professional advice 5. Built internal capabilities