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:
Tax and business consulting
I provide consulting services on tax and business management issues related to your business and your personal financial 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
With the support of leading specialist databases (among others Beck Steuerrecht Premium and Haufe Steuer Office Excellence), your questions can be answered quickly and with legal certainty. In addition, extensive economic information is available on demand, such as
- Industry information such as BWA comparisons, industry reports, and industry ratings for more than 500 industries
- Financial information for comparing terms and conditions, investment advice
- Regional and national market information for industry, competition, and location analyses with data on federal states, counties, and postal code areas
- Regional portal with interactive maps showing regional purchasing power, real estate prices, average rents, demographic information, etc., as well as competing companies from more than 2,000 industries.
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
- Plausibility check
- 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.
Self-booking clients who determine their profits using the income surplus method often use Lexware Office.
For clients who handle their own bookkeeping (“self-bookers”), a 12-month Lexware Office license can be provided upon request, provided they do not already have their own account.
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 name specialist service providers if needed to ensure optimal digital collaboration.
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.