My services
I assist you in preparing your tax returns and annual financial statements as well as providing tax and business consulting services. The goal is to establish a reliable, predictable working relationship—digital, efficient, and clearly explained:
Annual financial statements and corporate tax returns
Preparation of annual financial statements and business tax returns for common legal forms.
Additional services are also available, e.g.:
- Disclosure in the company register
- Explanatory report
- Digital financial report
- Discussion of the balance sheet (including presentation as PDF if required)
- Multi-year and sector comparison
- Report on the economic situation of the company (performance, assets, and financial position)
- Tax planning
The DATEV Mandantendialog Jahresabschluss application can be used for collaboration on the annual financial statements.
Accounting
Support with ongoing bookkeeping or keeping tax records through digital collaboration via DATEV Unternehmen online.
Provision of evaluations such as account sheets, totals and balance lists, advance VAT returns, business evaluations, and other reports (e.g., controlling reports, OPOS lists).
Self-booking clients who determine their profits using the income surplus method often use Lexware Office. I can provide existing clients with twelve months’ access; condition is that they are not already Lexware customers.
If you require a comprehensive accounting programme, please take a look at DATEV Mittelstand Faktura mit Rechnungswesen.
I do not offer payroll accounting services, but I can recommend specialised service providers if required.
Tax and business consulting
I support you with tax and business management issues relating to your company and your private decisions. The aim is to avoid tax risks, make sensible use of creative leeway, and enable you to make sound economic decisions.
Typical topics:
- Tax structuring and planning calculations (e.g., investments, real estate, succession, withdrawals/salaries)
- Choice of legal form and comparison of legal forms (tax burden, liability, administrative costs, external impact)
- Support with the establishment, expansion, restructuring, or termination of companies
- Assistance with financing and investment decisions (e.g., bank documents, key figures, liquidity and profitability considerations)
- Preparation and assistance with tax audits and out-of-court representation vis-à-vis the tax office
Income tax return
Digital preparation and submission of your income tax return to the tax office. Convenient provision of documents via DATEV Meine Steuern.
If desired: review of tax assessment notices, filing of appeals, and correspondence with the tax office.
Your advantages at a glance:
- Convenience: Transmit documents digitally – e.g. via the DATEV Upload mobile app.
- Efficiency: No postage, no visits to the office, no printouts required.
- Security: Data is exchanged in encrypted form via the DATEV cloud with secure DATEV SmartLogin.