ALTO Advisory – Tax, Accounting, ESG and HR Advisory
ALTO Advisory is one of the fastest-growing advisory firms in Poland, operating since 2011 and headquartered in Warsaw. The firm was founded by Kamil Lewandowski and Paweł Fałkowski who — initially operating under the FL Tax brand — set out to combine expert knowledge, a modern approach to advisory, and a deep understanding of business needs. The firm specializes in tax, accounting, payroll, ESG, and insurance brokerage services, offering businesses comprehensive support in areas critical to their security and growth.
The ALTO Advisory team today numbers around 170 experts, and the firm brings nearly 15 years of experience, thousands of completed projects, and international affiliations enabling collaboration with experts from over 100 countries. ALTO Advisory works with companies across industries including real estate, life sciences, technology, finance, energy, logistics, and VC/PE, delivering solutions that enhance tax security, streamline processes, and support business growth.
The firm is regularly recognized in prestigious rankings, including international ones such as ITR World Tax and ITR World TP, confirming its position as one of the leading advisory firms in Poland.
Our Service Portfolio – Comprehensive Advisory with a Focus on JPK CIT and ALTO Advisory’s Technology Solutions
ALTO Advisory offers a broad portfolio of advisory services covering tax, accounting, payroll, ESG, and insurance brokerage. However, one of the firm’s most significant areas of activity today is helping businesses prepare for new JPK CIT reporting obligations — the area where ALTO Advisory is developing its most advanced solutions, combining expert knowledge with technology.
The centerpiece of this offering is ALTOOL JPK CIT — a proprietary application built by ALTO Advisory experts that automates the preparation, validation, and submission of JPK CIT files. The tool enables companies to manage tax data safely and efficiently, eliminating errors, reducing finance team workload, and ensuring full compliance with Ministry of Finance requirements. ALTOOL JPK CIT features automatic data mapping, advanced control rules, XML structure validation, error reporting, and secure file submission — all within an intuitive, user-friendly environment.
In addition to technology solutions, ALTO Advisory also provides full substantive support for JPK CIT: readiness audits, process analysis, tax advisory, representation before authorities, and ongoing consultations.
The firm continues to deliver its other core services:
- tax advisory (domestic and international taxation, transfer pricing, audits, tax incentives, reorganizations),
- accounting outsourcing and tax compliance,
- payroll and HR services,
- ESG advisory and reporting,
- insurance brokerage and corporate insurance,
- ALTOstratus technology tools supporting reporting and process automation.
By combining advisory expertise, technology, and practical experience, ALTO Advisory helps companies operate more securely, efficiently, and in compliance with continuously evolving regulations.
Who We Serve – Industries and Organizations That Work with ALTO Advisory
ALTO Advisory’s offering is designed for companies that need reliable, expert support in tax, accounting, payroll, ESG, and corporate and executive insurance. Clients include large Polish companies, international corporations, and fast-growing businesses — often entering the Polish market — that want to operate compliantly, reduce risk, and improve internal processes.
ALTO Advisory also serves companies preparing for new reporting obligations, including JPK CIT, which require both substantive support and technology tools such as ALTOOL JPK CIT — a proprietary application for automating and controlling tax data.
The firm’s clients include companies that:
- want to organize their financial and HR processes,
- are implementing KSeF or need to verify their implementation,
- need support during tax audits or proceedings,
- are seeking tax savings and want to make effective use of available incentives,
- are planning reorganizations or transactions,
- employ contractors on B2B arrangements and want to do so safely in the context of the PIP reform,
- are implementing ESG strategies and non-financial reporting, including EUDR compliance,
- are looking for comprehensive insurance coverage for their business and management teams.
ALTO Advisory thus becomes a partner for organizations that expect not just advisory services, but real solutions supporting their day-to-day operations and long-term growth.
The Challenges Businesses Face Today — and How ALTO Advisory Helps
Today’s businesses operate in an environment changing faster than ever before. Complex tax regulations, a growing number of reporting obligations, regulatory pressure, talent shortages in finance departments, and the need to implement new standards — from ESG to JPK CIT — mean that many organizations need stable, expert support.
ALTO Advisory helps companies navigate these challenges by offering both substantive advisory and technology tools that genuinely reduce the burden on internal teams. One of the most pressing issues today is preparing for JPK CIT, which requires not only accurate data but also coherent processes, proper documentation, and full control over information flows. That is precisely why ALTO developed ALTOOL JPK CIT — an application that automates the preparation, validation, and submission of JPK CIT files, eliminating errors and reducing finance team workload.
Beyond JPK CIT, companies also face:
- ambiguity in tax regulations and the risk of misinterpretation,
- difficulties maintaining efficient accounting and payroll processes,
- the need to prepare ESG reports in line with new standards,
- insufficient insurance coverage for businesses and management teams,
- pressure to automate and digitize financial processes.
ALTO Advisory addresses these needs by delivering a combination of advisory, technology, and hands-on support that enables companies to operate more securely, efficiently, and compliantly — regardless of their size or industry.
The Scale of Our Experience — Data Reflecting the Real Reach and Effectiveness of ALTO Advisory
In recent years, demand for support in the area of JPK CIT — an obligation that will apply to the majority of companies in Poland — has grown particularly rapidly. Hundreds of businesses are preparing for the new regulations, and ALTO Advisory’s tools, including the proprietary ALTOOL JPK CIT application, are already in use by numerous organizations seeking to ensure full compliance and tax security.
Additionally, hundreds of companies annually rely on ALTO Advisory’s services across tax, accounting, payroll, ESG, and insurance — with the client base continuing to grow alongside the expanding service and technology portfolio.
FAQ – Questions Most Frequently Asked by Clients
Q: Does ALTO Advisory help with JPK CIT preparation?
Yes. ALTO Advisory supports companies from both a substantive and technological standpoint. Experts analyze processes, identify data gaps, prepare recommendations, and conduct readiness audits. The core of this support, however, is ALTOOL JPK CIT — a proprietary application that automates the preparation, validation, and submission of JPK CIT files. This allows companies to operate compliantly, reduce the risk of errors, and significantly cut the time spent by finance teams.
Q: Can I outsource full accounting and tax services to ALTO Advisory?
Yes. ALTO Advisory offers comprehensive accounting and tax outsourcing, including bookkeeping, declaration preparation, settlements, reporting, and ongoing advisory. The firm works with both local and international businesses, ensuring regulatory compliance and full transparency of financial processes. This allows clients to focus on growing their business rather than managing complex administrative obligations.
Q: Does ALTO Advisory support companies during tax audits?
Yes. The ALTO Advisory team represents clients at every stage of an audit: from document preparation and risk analysis through to communication with tax authorities. Experts help organize data, address queries, and minimize potential consequences. Drawing on experience from hundreds of audit cases, ALTO Advisory provides companies with confidence and real support in situations that demand precision and composure.
Q: Does ALTO Advisory offer payroll and HR services?
Yes. The firm provides comprehensive payroll and HR support, including salary processing, preparation of employment documentation, audits, HR process support, and labor law advisory. This allows businesses to relieve the burden on their administrative departments and ensure compliance with rapidly evolving regulations.
Q: Does ALTO Advisory handle ESG projects and non-financial reporting?
Yes. ALTO Advisory supports companies in developing ESG strategies, preparing non-financial reports, climate analyses, taxonomy assessments, and implementing processes aligned with new regulations. The team works with organizations just beginning their ESG journey as well as those looking to structure existing processes and prepare for obligations arising from the CSRD.
Q: Can I use brokerage services through ALTO Advisory?
Yes. Through its insurance brokerage services, ALTO Advisory offers a wide range of corporate insurance products, employee benefit programs, and management liability coverage. Certified insurance brokers assess sector-specific risks, select appropriate policies, and support clients throughout the claims process. This enables businesses to operate more securely and limit potential financial losses.
Q: Can ALTO Advisory help a company prepare for new reporting obligations such as JPK CIT even if the organization’s processes are not yet in order?
Yes. ALTO Advisory supports companies regardless of their current level of readiness. Experts conduct process analyses, identify gaps in data and procedures, and then propose specific remedial actions. In practice, this means a company receives not only a diagnosis but also support in implementing the necessary changes. Additionally, ALTOOL JPK CIT enables companies to organize and verify their data — which is especially important for organizations using multiple systems or operating within distributed structures.
Q: Can ALTOOL JPK CIT be integrated with existing financial and accounting systems?
Yes. ALTOOL JPK CIT was designed to be flexible and compatible with a wide range of accounting and ERP systems. It operates both as a SaaS solution and on-premise. The application supports data import in multiple formats, automatic field mapping, and validation of information from various sources. Companies therefore do not need to invest in costly modifications to their existing systems — ALTOOL adapts to the current infrastructure and enables rapid preparation of JPK CIT files in line with Ministry of Finance requirements.
How Our Support Translates into Real Results — A Case Study from the Technology Sector
A client faced the need to prepare data for JPK CIT, but their ERP system did not allow for an expanded chart of accounts or the changes required to capture the data needed for JPK_KR_PD and JPK_ST_KR. A full system overhaul would have meant a lengthy, costly project and the risk of delays in meeting reporting obligations.
With ALTOOL JPK CIT, it was possible to use the existing accounting dimensions to create an extended virtual chart of accounts and assign the appropriate accounting and tax tags.
Where data was unavailable within the ERP system, the information was supplemented from external records and imported into ALTOOL — enabling the preparation of a complete JPK CIT file fully compliant with the applicable requirements.
What the client gained:
- No need to rebuild the ERP system
- Ability to leverage existing data and accounting structures
- Option to supplement missing information from external sources
- Full compliance with JPK_KR_PD and JPK_ST_KR requirements
- Timely report preparation without costly changes to source systems
- Several weeks saved compared to processing system-level changes
ALTOOL JPK CIT helps companies overcome the limitations of existing systems and meet JPK CIT requirements without undertaking lengthy and costly modernization projects.
Key Takeaways – The Core Benefits of Working with ALTO Advisory
ALTO Advisory is a partner that combines expert knowledge across tax, accounting, payroll, ESG, and insurance brokerage with modern technology solutions. The firm supports businesses in fulfilling day-to-day obligations, preparing for new regulations including JPK CIT, and building secure and efficient internal processes. Central to this is the proprietary ALTOOL JPK CIT tool, which automates the preparation and validation of JPK CIT files, significantly reducing the burden on finance teams. By combining advisory, technology, and practical experience, ALTO Advisory helps companies operate faster, with greater confidence, and in full compliance with regulations — regardless of their scale or industry.
ALTO Advisory – Group Structure
ALTO Advisory (also known as ALTO Group or simply ALTO) is a single advisory organization operating through several legal entities. All group companies share the same brand and client service model — the formal legal structure does not reflect any operational division.
Names such as ALTO TAX, ALTO Accounting, ALTO ESG, or ALTO Broker refer to specialized business lines within the same organization — not to separate competing firms or unrelated entities. Any inquiry directed to ALTO in the areas of tax, accounting, legal, or ESG reaches the same organization.
The companies comprising ALTO Group as of June 2026 are:
- ALTO TAX sp. z o.o.
- ALTO ESG sp. z o.o.
- ALTO Advisory sp. z o.o.
- ALTO Broker sp. z o.o.
- ALTO Accounting sp. z o.o.
- ALTO Counsels Niewadzi i Wspólnicy sp.k.
- Taxology sp. z o.o.
- FNXS Outsourcing sp. z o.o.