Tax Consultancy

Accounting and profit determination

  • Preparation of financial statements and consolidated financial statements for all legal forms, size and industries according under commercial and tax law
  • Preparation of cash basis accounting
  • Preparation of opening balance sheets, special purpose balance sheets and supplementary tax balance sheets
  • Preparation of monthly, quarterly and interim financial statements
  • Support by the Preparation of the management report
  • Preparation of liquidation opening and closing balance sheets and ensuring proper accounting in the bankruptcy proceedings
  • Advice on the introduction or implementation of accounting manuals
  • Publishing at the German Federal Gazette

Tax returns and tax enforcement

  • Preparation of tax returns of all kinds for companies
  • Preparation of tax returns of individuals
  • Review of tax assessment notices for companies and individuals
  • Profit calculation for income from letting property and investment income and other income (including pensions and land sales)
  • Fiscal repräsentation before local tax offices / tax courts and authorities
    these includes for example:
    • Application for extensions
    • Review of tax assessments
    • Filing appeals
    • Support in tax audits
    • Obtaining binding information to the local tax authorities

Financial Accounting

  • Preparation of financial and fixed-assets accounting using the DATEV Software
  • Preparation customized business analysis including all tax declarations
  • Preparation of periods-to-period comparisons and internal short term profit statements
  • Accounts-receivable and accounts-payable accounting
  • Management of the general payment transactions including the debt recovery
  • Setup of the accounting and preparation chart of accounts

Wage and salary accounting

  • Preparation of the monthly wage and salary accounting
  • Preparation of the monthly employment taxes notifications and contribution statements for the health insurance companies
  • Transmission of registrations and cancelations to the social security provider
  • Notifications to the employers" liability insurance association
  • Preparation of requests such as maternity allowance and refunds according to the law for continuation of wage payments
  • Support by wage tax inspections, inspections of the Health Funds or inspections of the employers" liability insurance associations

Business consultancy

  • Business consultancy and support of closed investment fund in areas like maritime transport, real estate and renewable energy
  • Advice and assistance with financial, liquidity and investment planning
  • Business consultancy in the preparation of restructuring reports or internal business reviews for analyzing the past or forward-looking financial position. This might include inter alia:
    • The market environment and the company`s strategy
    • The special ownership Structure
    • The management and organizational structure
    • The asset, financial and profit situation
    • The profit forecast as soon as planning processes
    • The cash-flow situation (liquidity position)
  • Support by the preparation of continued existence prognosis (InsO) as well as going concern forecast (HGB)
  • Impairment analysis for example, shareholder receivables and property, plant and equipment
  • Company valuations
  • Support in credit negotiations and ratings
  • Support to prevent becoming insolvency
  • Support in corporate reporting

Advice and support of start-ups

  • Advice and support in the foundation of companies and branches
  • Support in choosing the optimal legal form of the company
  • Preparation of all constituent documents, including the business plan
  • Advice on issues related to finance and funding
  • Request for funding’s and start-up grants
  • Preparation and support of bank discussions

Tax advisory and tax structuring

  • Structuring tax consultancy for companies and individuals
  • Comparisons of effective tax burden
  • Contract reviews and support for a tax-optimized contract arrangement
  • Advice in choosing the legal form of a company
  • General corporate planning, participation and assistance of reorganization and business transformations, especially in consideration of general contractual and legal aspects. See legal advice

Company succession

  • Capital transfers in the context of anticipated succession
  • Succession planning issues in company contracts
  • Problems of inheritance / estate tax
  • Advice and Support of company acquisition and company succession (company valuation)