Sound advice – In every situation

For individuals

1. Tax returns

We prepare your German income tax return with your personal circumstances in mind. This includes employment income, rental income, investment income and pensions, as well as deductible expenses.

The documents required depend on your income and expenses. We discuss outstanding points with you and compare the subsequent tax assessment with the return submitted.

• Preparation of income tax returns
• Review of tax assessments
• Clarifying queries from the tax office

For businesses

2. Bookkeeping

Well-organised bookkeeping provides a basis for business decisions. We handle ongoing entries and discuss which reports you need for your business.

We organise document exchange and regular coordination to suit your business. The reports help you understand income and expenses and identify changes in your figures at an early stage.

• Ongoing bookkeeping
• German advance VAT returns
• Business reports and analysis
• Digital document exchange with Agenda

For employers

3. Payroll

We assist with monthly payroll and the associated German payroll tax and social security reports. We coordinate changes in employment arrangements with you.

For payroll processing, we need up-to-date employee details and information on changes in the month concerned. A coordinated approach makes it easier to handle starters, leavers and ongoing queries.

• Payroll processing
• German payroll tax returns
• Social security reports
• Support during payroll tax and social security audits

For businesses

4. Annual accounts & cash-basis accounting

We prepare your annual accounts or German cash-basis profit calculation (EÜR), together with the associated business tax returns. We explain the results clearly and personally.

We resolve outstanding bookkeeping questions and discuss any documents still needed for completion. At the subsequent meeting, we put the results into context and explain the main changes from the previous year.

• Annual accounts
• German cash-basis profit calculations (EÜR)
• Business tax returns
• Discussion of business performance

For your decisions

5. Business advice

We support business decisions with a focus on your figures. Together, we consider financial developments and the tax implications of planned measures.

We start with your current financial position and the objective of your plans. We discuss assumptions and possible developments so that you can better assess the financial and tax implications of your decision.

• Liquidity and profit planning
• Investment and financing considerations
• Analysis of business performance indicators

For property owners

6. Property & rental income

We advise on tax questions concerning your property. Whether you are renting it out, planning a purchase or considering a sale, early discussions help clarify the tax consequences.

We consider the income and expenses of your rental property together. If you are planning changes, we discuss early on which documents and details are needed for a tax assessment.

• Rental and lease income
• Depreciation and maintenance expenses
• Tax questions on purchases and sales

For your new venture

7. Starting a business

From the initial idea to ongoing bookkeeping, we help with the tax and business questions involved in starting your business. We agree the scope of our support together.

Together, we clarify the tax and organisational steps needed for your start. These include preparing tax registration and establishing a practical routine for your future bookkeeping.

• Tax aspects of choosing a legal structure
• German tax registration
• Capital requirements and liquidity planning
• Setting up bookkeeping

For the next generation

8. Business succession

Succession affects both the business and the people involved. We support tax planning for the handover and coordinate with other advisers where needed.

A planned handover should fit your personal wishes and the business situation. We consider the tax implications of possible approaches and coordinate with legal advisers and notaries.

• Tax planning for the handover
• Comparison of tax implications
• Coordination with legal advisers and notaries

For families and assets

9. Inheritance & gifts

We assist with German inheritance and gift tax returns and tax considerations for planned asset transfers. Your family and financial circumstances are central to our advice.

For a planned transfer, we consider your goals and the assets concerned. We explain which details are needed for the tax assessment and preparation of the required returns.

• German inheritance tax returns
• German gift tax returns
• Tax planning for asset transfers

For your interests

10. Representation before the tax office

We represent your tax interests before the German tax office. We review tax assessments, clarify queries and support you during objection proceedings and tax audits. We agree the next steps with you personally.

If an assessment differs from the return, we investigate the reasons and discuss possible next steps. If there are queries or an announced tax audit, we help you set out the facts and prepare the necessary documents.

• Review of tax assessments
• Tax objection proceedings
• Support during tax audits