My Services
Whether you need annual financial statements, ongoing accounting, an income tax return or tax advice, I support businesses, self-employed professionals and individuals with clear processes, personal advice and a fully digital approach.
My aim is to provide tax advice that helps you understand your financial figures, identify tax implications at an early stage and make well-informed decisions.
The services listed above represent my main activities. In addition, I of course also provide other typical tax services, such as handling appeals, assisting with tax audits, and providing support with applications and similar procedures.
Annual financial statements and business tax returns
I prepare annual financial statements under German commercial law, income statements based on the cash method (Einnahmen-Überschuss-Rechnung) and business tax returns for common legal forms.
Depending on your needs, additional services can be agreed upon, including:
Additional services can be booked as needed, including:
- Filing and publication with the German Company Register
- Explanatory reports, multi-year comparisons and industry benchmarking
- Digital financial report and discussion of the balance sheet
- Tax planning for future years
For start-ups and young businesses in particular, well-structured tax processes are important from the outset. I can help you establish a suitable framework for accounting, annual financial statements and tax returns.
Financial Accounting
For ongoing financial accounting and maintaining tax records, I use DATEV Unternehmen online (Product Tour + product demonstration). This allows receipts and other documents to be provided securely in digital form and financial reports to be accessed centrally.
Depending on your business and working processes, additional digital solutions can be integrated. For start-ups that meet the relevant requirements, I can provide a Lexware Office licence (up to the XL plan) free of charge for up to twelve months.
If you prefer to manage your accounting yourself and require a more comprehensive solution, DATEV Mittelstand Faktura mit Rechnungswesen may be a suitable alternative.
I do not provide ongoing payroll services. If required, I can recommend suitable service providers.
Income tax return
I prepare income tax returns, particularly in cases involving more complex circumstances or requiring more extensive tax advice.
You can conveniently provide your documents digitally via DATEV Meine Steuern. The review and approval of your tax return, as well as the provision of tasks, can be handled through the MyDATEV portal (Product Tour) or, if preferred, on your mobile device using the MyDATEV App.
Consulting
For me, tax advisory goes beyond preparing tax returns and annual financial statements. I also support you with important business and personal decisions and help you understand at an early stage how different options may affect your tax position.
Founding and Choosing a Legal Structure
Sole proprietorship, partnership, UG or GmbH? I explain the tax implications of the different legal forms and help you choose a structure that suits both your current situation and future development.
Managing Director Remuneration and Profit Distributions
For corporations, remuneration, profit distributions and other structuring options can have significant tax implications. I help you assess the available options and develop a tax-efficient approach that suits your circumstances.
Liquidity and Tax Planning
I help you understand how business decisions may affect your future tax burden and liquidity. This allows upcoming tax payments to be anticipated and decisions to be planned with greater foresight.
Assistance with Tax Audits
I support you throughout tax audits – from preparation and communication with the tax authorities to assessing and discussing the audit findings.
Real Estate and Rental Property
When buying, renting out or selling real estate, I advise you on the relevant tax implications – including depreciation, financing, ongoing taxation and the potential tax consequences of a future sale.
Keeping up to date with professional developments
For client work and professional research, I use comprehensive and continuously updated specialist databases, particularly Beck Steuerrecht PREMIUM, Haufe Steuer Office Excellence and DATEV LEXinform comfort. I also use digital resources and, where appropriate, AI-assisted tools in compliance with data protection requirements and my professional duty of confidentiality.
This enables me to research and address more complex tax and business-related matters on a well-founded basis. I always carry out the professional review and make the final assessment personally.
Are you looking for personal and digital tax advice? If you require ongoing tax support or assistance with a more substantial tax matter, please send me a brief description of your enquiry.