My declaration services
Company tax returns and/or annual financial statements
I can assist you in preparing your commercial annual financial statements and/or your business tax returns for companies with standard legal forms. Of course, I will also assist you with disclosure to the Federal Gazette and provide you with a preparation report.
Additional services are also available, e.g.:
- Explanatory report
- Digital financial report
- Discussion of the balance sheet (including presentation of the financial statements, if applicable)
- Multi-year and sector comparison
- Report on the economic situation of the company (performance, assets, and financial position)
- Tax planning
Please feel free to contact me if you have any questions.
To enable secure and simple communication and the exchange of documents relating to the preparation of financial statements, the DATEV Mandantendialog Jahresabschluss application can be used. This cloud application makes collaboration quick and easy!
Income tax
With the help of DATEV Meine Steuern, I will prepare your income tax return and submit it to the tax office. Of course, I will also assist you with checking tax assessments, lodging appeals and corresponding with the tax office, if necessary.
Your advantages:
- Convenience: You can record your tax-related documents digitally. You can use the DATEV Upload mobile app to digitise and transfer documents.
- Transparency: You can store your documents and records kept during the year in a structured manner in the client portal using categories.
- Efficiency: You can provide me with your tax-related documents regardless of office opening hours and without having to make any additional trips. You do not need to print out the draft tax returns. You can conveniently approve them for transmission digitally via the MyDATEV Kommunikation application.
- Security: Secure exchange takes place via the DATEV cloud. Access is via DATEV SmartLogin.
Accounting
I can support you or your company with your accounting or keeping tax records during the year – for example, for holding companies or IT consultancies – by working closely with you via DATEV Unternehmen online and processing payments via domestic business bank accounts with a PSD2-compliant interface. You can conveniently access your accounting reports at any time via the online portal (including BWA, account statements, OPOS list, summary and balance list, advance VAT return, recapitulative statement).
I only offer this service if you also commission me to prepare your annual financial statements and/or your business tax return(s).
I do not offer payroll services. If you require such a service, you are welcome to engage a company that specializes in payroll accounting (e.g., Lohn24 Abrechnungsgesellschaft mbH). Most payroll companies can provide the payroll accounting data required for import into DATEV, so that a collaboration based on work-sharing is possible.
As an existing client, I can offer you the option to use Lexware Office for your business free of charge for 12 months (packages S to XL) if you would like to manage your own accounting or tax records (including VAT returns) during the year. The only requirement is that you are not yet a Lexware Office customer. For the provision and initial setup (including procedural documentation for document storage), I charge a fee of €125 plus VAT.
If you require a comprehensive accounting programme, please take a look at DATEV Mittelstand Faktura mit Rechnungswesen.
To ensure efficient and reliable processes, I focus on selected sectors. I therefore do not offer accounting services on a regular basis to companies focusing on the following business areas:
- E-Commerce (z. B. Amazon, Shopify)
- Catering and food sales (e.g. café, restaurant)
- Trade with a focus on import/export (e.g. car dealership)
- Hotel industry and tour operators (e.g. hotel, travel agency)
- Care and social services (e.g. hospitals, nursing services)
- Insurance (e.g. insurance brokers)
- Social media and influencers (e.g. TikTok, YouTube)