Services

As a tax consultant, my main task is to assist you in tax matters and help you fulfill your tax obligations. I offer the following services:

For private individuals

• Preparation of income tax returns taking into account all types of income, including foreign income
• Tax planning, tax structuring e.g. for renting & leasing
• Domestic and foreign investment income
• General advice, e.g. choice of assessment form, choice of tax class, etc.
• Application for change of tax class
• Conducting opposition proceedings and tax court proceedings
• Taking over all correspondence with the tax office
• Settlement calculation for heating and utility costs
• Property tax
• Inheritance and gift tax

For freelancers or small tradesmen

• Tax registration: Registration of your freelance activity (application for tax number and VAT identification number)
• Bookkeeping: income-expenditure accounting
• Sales tax: quarterly/monthly advance sales tax returns and recapitulative statements, if applicable
• Annual tax return: annual income surplus statement (EÜR), VAT return and income tax return and ensuring that all possible expenses are tax-reduced to keep your tax burden as low as possible.
• Communication with the tax office: Communication with the tax office.

For expatriates

• Personal contact with the HR department in Germany and abroad
• Interviews in English language
• Upon request, we conduct so-called entrance or exit interviews
• Short, condensed questionnaires for expatriates
• Preparation of income tax returns taking foreign income into account
• Domestic and foreign capital income
• Tax returns for limited taxpayers
• General advice such as choice of assessment type, choice of tax class, etc.
• Application for tax class changes
• Application for a tax identification number
• Execution of objection procedures
• Handling of all correspondence with the tax office
• Advice on secondments
• Wage tax consulting