My services

Whether it’s year-end financial statements, day-to-day bookkeeping, income tax returns, or tax planning—I support businesses, self-employed individuals, and private clients through digital collaboration via DATEV, clear processes, and advice without the jargon. The goal is for you to understand your numbers and make confident tax decisions on your own:


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 corporate tax returns

I prepare annual financial statements in accordance with commercial law or income surplus statements, as well as business tax returns for common legal forms.

Additional services can be booked as needed, including:

  • Disclosure in the company register
  • Explanatory report and Multi-year and sector comparison
  • Digital financial report and discussion of the balance sheet (as PDF presentation upon request)
  • Tax planning for future years

Especially in the early stages of starting your own business, keeping organized tax records is crucial as the basis for your tax returns. As part of our collaboration, I’m happy to assist you with this and, upon request, provide you with a free license for Lexware Office (S to XL plans) for up to 12 months, provided you haven’t used the software before.

If you’d like to handle your own bookkeeping and are looking for a powerful accounting program, I recommend DATEV Mittelstand Faktura mit Rechnungswesen.

Bookkeeping

The basis for our ongoing collaboration for managing your financial accounting or tax records  is DATEV Unternehmen online — your digital portal for the secure exchange of documents and reports. 

If needed, I can recommend suitable service providers for payroll processing.

Income tax return

You can conveniently submit your documents for your income tax return digitally via DATEV Meine Steuern. 

To review and submit your tax returns, you can use the MyDATEV app on your smartphone.

Consulting

I support you not only with your ongoing tax returns, but also with important business and personal decisions. The goal is to help you understand the tax implications early on and enable you to make well-informed, financially sound decisions.

My assessments are based on current professional literature, case law, as well as structured data and industry key figures (including Beck, Haufe, DATEV, and Juris).

Founding and Choosing a Legal Structure 

GmbH, UG, or sole proprietorship? I’ll explain the differences in tax and liability laws and help you choose a suitable, sustainable structure.

Managing Director’s Salary and Distributions 

Finding the right balance between salary and profit distribution is crucial. I can help you structure your compensation and withdrawals in a way that is both tax-efficient and legally sound.

Liquidity and Tax Planning 

I help you see how the decisions you make today will affect your future tax burden and cash flow—so you can plan ahead.

Assistance with Tax Audits

I will guide you through the entire tax audit process: from preparation and communication with the tax office to analyzing the results.

Real Estate and Rentals

Whether it’s a purchase, a lease, or a sale—I analyze the tax implications, depreciation, financing structures, and the associated opportunities and risks.

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1. Business Start-ups and Growth
  • We’ll discuss choosing a legal structure, taxes, and the first steps in accounting.
  • I’ll assist you with your business plan, revenue and cash flow projections, and documentation for banks and funding agencies.
  • I’ll analyze your financial figures (business reports, annual financial statements) and clearly explain where your company is performing well and where risks or opportunities lie.
  • Using industry comparisons and key metrics (e.g., profitability and liquidity ratios), I assess your results within the market.
  • Together, we discuss which measures make sense, such as cost structure, pricing, or investments.
  • I help you plan and manage your cash flow so you can identify potential payment shortfalls early on.
  • I work with you to prepare documents for financing meetings (e.g., financial projections, analyses, key metrics).
  • We’ll discuss how different financing options (loans, leases, grants) affect your cash flow and tax burden.
  • I’ll check whether there are any grant programs available for your project (e.g., startup, investment, modernization).
  • I’ll help you compile the tax-related documents needed for applications.
  • I can assist you with tax-related questions regarding the purchase, sale, and rental of real estate (e.g., location analysis and selection, comparison of loan interest rates).
  • We’ll determine which costs are tax-deductible and how depreciation and financing affect your tax liability.
  • I take into account the tax implications of renovations, remodeling, and energy-efficiency upgrades (e.g., treatment of maintenance expenses, modernizations, and energy-efficiency measures).
  • I advise CEOs, entrepreneurs, and freelancers on appropriate salaries, withdrawals, and distributions.
  • Together, we examine how different structures affect your personal tax burden and the company’s cash flow.
  • I will show you the various legal options available for planning your tax burden in a forward-looking and legally sound manner.
  • During tax audits, I assist with preparation, support during the audit, and follow-up—including the interpretation of audit findings.
  • I help you create and update procedural documentation for your accounting system (e.g., in connection with GoBD and digital processes).