Meet the Team
The office was established by Hai Bahalul, who has more than ten years of experience in taxes and accounting.
The office specializes in consultations on Israeli and US taxes, taxes on securities, retirement tax.
The team has rich experience in preparing tax returns that involve international taxation and representing clients in the international and/or US arena.
The team represents private individuals and international trusts in all aspects of tax in Israel and prepares tax returns for the IRS.
Our office endeavors to ensure that each one of our clients, big and small alike, receives personal attention, with an emphasis on understanding what exactly we do for them and the extra value of the service we provide.
Alongside trusts and clients with large international portfolios, we represent private individuals who are interested in tax advice in everyday situations such as retirement, relocation, private investments abroad, tax returns, etc.
We focus on doing what we do best – and we also offer other professionals tax advice to help them best serve their clients in matters of foreign investments and taxation on trusts.
Our office offers lectures at various conferences on international taxation, US taxes, trusts, and retirement. We believe that by combining teaching and scholarship with practical experience enables us to offer better tax planning and reporting and helps us explain to our clients the services we offer.
Tax advice and services are available in Hebrew and English.
Professional experience and areas of specialization
Hai began his career as an intern supervisor at the Tax Authority in the large plants unit in Jerusalem.
In the last seven years Hai established and managed an Israel-international tax department in a leading Israeli-US accounting firm.
In the course of his work, he has amassed great knowledge and experience in preparing US tax returns and in US tax regulations, enabling him to offer tax advice and prepare accurate Israeli tax returns for his clients while exhausting the full range of tax benefits and credits available.
Hai has extensive experience in international taxation and tax on trusts, in particular in representing clients in voluntary disclosures and unreported income vis-à-vis the Tax Authority.
Furthermore, he specializes in retirement tax and provident funds, with an emphasis on holistic tax planning that considers all Israeli pensionary aspects such as determining rights, exemption, and disbursement of compensation alongside foreign pension tax and other aspects of American taxation.
Scholarship and excellence
Hai holds an MBA (with a specialization in funding) and a BA in accounting from The Hebrew University of Jerusalem cum laude. He completed his examinations for the Accountants’ Council suma cum laude, coming fourth in the country. He also completed the supervisors course at the Tax Authority cum laude.
In parallel to his work at the office, he is an expert lecturer in accounting at a leading academic institute, teaching courses in the fields of taxes, accounting, and funding.
Hai prepares students for the Accountants’ Council exams in the fields of individual taxation and retirement.
Chai began his professional career as a specialist in the Tax Authority’s Large Enterprises Division in Jerusalem.
For the past seven years, Chai has managed the Israeli–International Tax Department at a leading Israeli–American accounting firm.
He holds a Master of Business Administration (MBA) with a specialization in finance, and a Bachelor’s degree in Accounting and Economics, both from the Hebrew University of Jerusalem.
He also completed an advanced course in international taxation offered by the Israel Tax Authority.
In addition to his professional work, Chai lectures at an academic institution in Jerusalem, where he teaches courses in taxation, accounting, and auditing.
David Shoham, a resident of Jerusalem, has provided advice to numerous couples and individuals who now enjoy their retirement traveling and spending time with their grandchildren, worry-free. He believes it is important to take care of pensions while still young: the earlier you do so, the more you benefit. He also offers retirement advice and can help those close to retirement.
Did you notice that he’s an advisor, not an agent? That means he’s objective and can get his customers special conditions: conditions others can’t imagine in their wildest dreams. He’s an expert on regular pensions, budget pensions, new and old trusts. He’s used to his relatives bringing their pension reports to family events and is always ready to help with a smile on his face.
CPA Roi Shimelman
Holds a Bachelor’s degree in Economics and Accounting with honors.
Roi has 5 years of experience in various areas of individual taxation – Israeli, U.S., international, trusts, kibbutzim, stock option taxation, and more.
Orel Perez, a Jerusalem resident, is an outstanding student nearing the completion of his undergraduate degree in Accounting. Orel is responsible for client relations management, annual report preparation, pension file management, and opening tax files with government authorities for the firm’s clients.
Holds a bachelor’s degree in accounting and business management from the Hebrew University of Jerusalem.
Specializes in international taxation and unique tax planning.
Loves to play chess and tennis.
Akiva Zimmerman
Bachelor of Business Administration with a specialization in Accounting.
CPA since 2018
Mainly deals with international taxation for individuals and trusts, from small and simple cases to large and very complex cases.
Also has rich experience in the world of taxation for companies, associations and government bodies.
As a not-so-recent immigrant from the US (30 years after all) still follows football religiously (there’s nothing like the Super Bowl)
A passionate fan of the New York Giants
Department of individual taxation and American taxation. Jerusalemite, a lover of running and the capital market.
Barak Consulting and Investments – With you every financial step of the way. Established in 2015, Barak has been helping families navigate the world of finance: mortgage and real estate consulting, pension and insurance consulting, investment consulting, specialized consulting for educators, estate planning, and more. Barak has an active content community and produces lectures and conferences where you can learn about the worlds of finance and investments in a language that everyone can understand. Our close collaboration with the Barak company in the worlds of retirement, investments, and serving US citizens allows for a 360-degree response to all financial matters in one place.
Attorneys (CPAs) Avi Friedman and Lior Cohen have extensive experience in taxation, including Israeli and international taxation, trust taxation, taxation of options and equity grants, taxation of digital transactions, capital gains tax, real estate tax, corporate restructuring (mergers, share exchanges, spin-offs, asset transfers between business entities), incentive laws, and value-added tax. Avi holds a Bachelor’s degree in Law and Accounting and a Master’s degree (with honors) in Commercial Law. Avi heads the taxation department and is a senior faculty member in the Economics and Accounting Department at the Hadassah Academic College in Jerusalem. Lior holds a Bachelor’s degree in Law (with honors) and a Master’s degree in Business Taxation (with highest honors).
