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:

 
Depending on your needs, you will receive additional information and resources—such as checklists, fact sheets, or structured introductory information on tax issues, starting a business, real estate, or preparing annual financial statements.

Annual financial statements and corporate tax returns

I prepare financial statements and business tax returns for common legal entities. 

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.

Financial accounting

The basis for our ongoing collaboration 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. 

If you have any questions about submitting documents, would like to discuss the draft together, or have specific tax-related issues—such as those related to real estate purchases or one-time planning—you can make an appointment at any time

Consulting, Structuring and Planning

I not only assist you with your ongoing tax returns, but also with important decisions regarding your business, your real estate, and your personal financial situation. With access to extensive specialized databases (including Beck Premium and Haufe Excellence), I can ensure that I always have the latest expert information, court rulings, and industry metrics at my disposal.

Founding and Choosing a Legal Structure 

GmbH or UG? Sole proprietorship or corporation? I’ll explain the differences in tax and liability—without all the consultant jargon. 

Managing Director’s Salary and Distributions 

A salary that’s too high or too low can end up costing you a lot in taxes. I’ll help you find an appropriate range and structure your withdrawals in a tax-efficient way. 

Liquidity and Tax Planning 

Advance payments, reserves, investment decisions—I’ll show you how the decisions you make today will affect your tax burden tomorrow. 

Tax Audit 

I’ll guide you through the entire process—from preparation, through the audit period, to follow-up—including assessing audit findings and communicating with the tax authorities. 

Real Estate 

Tax analysis for purchases, rentals, or sales. I’ll clearly outline depreciation, financing structures, potential for tax planning, and risks.

My Goal

My goal is to ensure that you don’t just receive “numbers and decisions,” but also clear explanations, straightforward answers to the question “What does this mean for me?”, and specific recommendations for action that you can put into practice in your daily life.

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).