Individual services for businesses and private individuals

For your company: Annual accounts and business tax returns

I prepare the annual financial statements and tax returns for companies of the usual legal forms. I am also glad to support you with the disclosure and provide you with a preparation report and digital financial report, if required.

I am pleased to use the tool DATEV Mandantendialog Jahresabschluss (in German). The cloud application provides a convenient and fast way to collaborate! 

If you have income from business operations and/or income from self-employment, you are regularly required to keep accounts or tax records. I usually require the accounting data together with the list of totals and balances for import into DATEV (format: SKR 04 / SKR 03).

The total and balance list and booking data for import to DATEV, as well as any other information and documents required, are provided digitaly. As a self-booker, I can offer you Lexware Office free of charge for 12 months as a new user of this tool. If you need a comprehensive accounting program, please take a look DATEV Mittelstand Faktura mit Rechnungswesen.

In the case of optimal co-operation with DATEV Unternehmen online and primarily payment processing via domestic business bank accounts, I also support you or your company with smaller bookkeeping or the keeping of tax records up to approx. 50 receipts per month. I only offer this service if I am also commissioned to prepare annual financial statements and/or company tax returns. I do not accept orders for payroll accounting or insolvency issues

For your personal tax return: income tax return

With the help of DATEV Meine Steuern I prepare your income tax return for you and submit it to the tax office. If wished, this also includes checking tax assessment notices and lodging appeals as well as correspondence with the tax office.

Your advantages:

  • Comfort: You record your tax-relevant documents digitally. You can use the DATEV Upload mobile app to digitize and transfer documents.
  • Transparency: You can upload your documents and records kept during the year in the client portal in a structured manner based on categories.
  • Efficiency: You provide me with your tax-relevant documents independently of office opening hours and without additional travel. You do not need to print out the draft tax returns. You can simply give me your approval for submission digitally using the declaration of consent.
  • Security: The secure exchange takes place via the DATEV cloud. Access is via the DATEV SmartLogin. 

Typical areas and topics of consulting for tax advisors

Analysis and simulation
  • Balance review and year-end discussion
  • Income tax advice
  • Annual financial statement analysis
  • Fall meeting
  • Choice of legal form
  • Tax forecasts
  • Tax minimization and tax avoidance
  • GoBD and procedural
  • Documentation Emergency kit for managing directors
  • Proof of compliance Risk assessments
  • Financing decision
  • Real estate acquisition
  • Investment
  • Liquidity planning
  • Distribution and remuneration advice
  • Inheritance and gifts
  • Asset situation
  • Business closure or sale
  • Earnings forecast
  • Shareholder/managing director remuneration
  • Start-up consulting
  • Business start-up