Tax Con­sult­ing

In the Rhine-Neckar region, nation­wide, internationally.

Whether it’s ongo­ing tax con­sult­ing, advice dur­ing tax audits, suc­ces­sion plan­ning, or com­plex struc­tur­ing issues – we pro­vide spe­cial­ized and diverse advice with tech­ni­cal exper­tise, high com­mit­ment, and assist you in imple­men­ta­tion. Quick­ly, per­son­al­ly, and goal-oriented.

  •  Tax returns

Sub­mit­ting tax returns is a legal oblig­a­tion for com­pa­nies and most pri­vate indi­vid­u­als. We would be hap­py to quick­ly pre­pare the required tax returns for you. Expe­ri­ence also shows that poten­tial tax sav­ings can often be iden­ti­fied and unlocked dur­ing the tax prepa­ra­tion process.

  • Prepa­ra­tion of all tax returns, such as income tax, VAT, cor­po­rate income tax, trade tax, inher­i­tance and gift tax, and oth­er returns
  • Cal­cu­la­tion of antic­i­pat­ed tax owed or tax refund
  • Selec­tion of most favor­able tax options for you
  • Com­mu­ni­ca­tion with the tax authorities
  • Reviews of tax assess­ment notices
  • Appeal pro­ceed­ings against tax assessments
  • Prepa­ra­tion and sub­mis­sion of remis­sion, abate­ment, and exten­sion applications
  • Advice and pro­tec­tion of your inter­ests dur­ing tax court proceedings
  • Lever­ag­ing of tax design potential
  • Time­ly set­tle­ment of all tax matters
  • Reduced tax lia­bil­i­ty / avoid­ance of “unnec­es­sary taxes”
  • Opti­mal tax design
  •  Tax Design Consulting

Cor­po­rate trans­ac­tions, incor­po­ra­tion, invest­ments, restruc­tur­ing, and oth­er major projects gen­er­al­ly have a con­sid­er­able impact on tax­es that requires thor­ough research in advance. We are hap­py to work with you to devel­op tax-effi­cient design approach­es and help you imple­ment them.

  • Tax design con­sult­ing in advance of impor­tant deci­sions, e.g., cor­po­rate restruc­tur­ing, refi­nanc­ing, purchasing/​constructing build­ings, incor­po­rat­ing or tak­ing over a busi­ness, dis­solv­ing a busi­ness, change of legal form
  • Sup­port for draft­ing tax-effi­cient contracts
  • Prepa­ra­tion of a tax lia­bil­i­ty com­par­i­son, e.g., for pur­pos­es of select­ing the opti­mal legal form
  • Iden­ti­fi­ca­tion of alter­na­tive cours­es of action
  • Sup­port and advice dur­ing implementation
  • Review of pos­si­ble subsidies
  • Busi­ness plan­ning calculations
  • Assis­tance with busi­ness start-ups
  • Prepa­ra­tion of busi­ness plans
  • Review of con­tracts from a tax perspective
  • Com­pre­hen­sive con­sult­ing on wealth and retire­ment plan­ning issues
  • Tax-effi­cient solu­tion for your project
  • Cer­tain­ty that “you have thought of everything”
  • Avoid­ance of poten­tial tax disadvantages
  • Writ­ten doc­u­men­ta­tion for sub­mis­sion to banks, for example
  • Tax Audits

If you are sub­ject to a tax audit, that doesn’t mean you have to hand over con­trol com­plete­ly. We would be hap­py to act as a go-between with the audi­tor and ensure that your rights are being pro­tect­ed for a smooth audit process.

  • Prepa­ra­tion and col­lec­tion of the nec­es­sary documents
  • Sup­port and assis­tance dur­ing the audit
  • Pro­vi­sion of offices, use of IT systems
  • Prepa­ra­tion of analy­ses for the auditor
  • Par­tic­i­pa­tion in inter­im and final meetings
  • Ana­lyze and explain results and con­se­quences of the audit
  • Rec­on­cil­i­a­tion report on tax audit with audit findings/​audit agreements
  • Review of amend­ment notices
  • Check of finan­cial state­ments for irreg­u­lar­i­ties in advance
  • Check of your in-house book­keep­ing and prof­it cal­cu­la­tion for irreg­u­lar­i­ties in advance
  • Check of vouch­ers in advance for com­pli­ance with the applic­a­ble rules, com­plete­ness of all nec­es­sary infor­ma­tion, such as eli­gi­bil­i­ty for input tax deduc­tion, com­plete record of enter­tain­ment expenses
  • Help in meet­ing statu­to­ry reten­tion peri­ods for elec­tron­ic data [check for com­pli­ance with the Ger­man Reg­u­la­tions on Data Access and the Auditabil­i­ty of Dig­i­tal Doc­u­ments (Grund­sätze zum Daten­zu­griff und zur Prüf­barkeit dig­i­taler Unter­la­gen – GDP­dU)]
  • Legal cer­tain­ty dur­ing audit performance
  • Sup­port dur­ing con­tact with auditor
  • Avoid­ance of unjus­ti­fied addi­tion­al tax­es thanks to pro­fes­sion­al and knowl­edge­able rep­re­sen­ta­tion vis-à-vis the auditor
  • Undis­turbed busi­ness oper­a­tions dur­ing audit period
  •  Inter­na­tion­al Tax Law

Mar­ket glob­al­iza­tion and increas­ing mobil­i­ty force both com­pa­nies and indi­vid­u­als to take inter­na­tion­al issues into con­sid­er­a­tion. This also has far-reach­ing tax con­se­quences. Pro­fes­sion­al advice is a must in times like this. Our ser­vices sup­port your inter­na­tion­al activ­i­ties, whether that involves your day-to-day busi­ness or a cross-bor­der com­pa­ny pur­chase or sale. Do you want to start a com­pa­ny abroad? We can help you – when nec­es­sary, by draw­ing on the exper­tise of our coop­er­a­tion part­ners and pro­fes­sion­al network.

  • Advice tak­ing account of exist­ing dou­ble tax­a­tion agreements
  • Advice on planned moves abroad includ­ing all tax consequences
  • Advice on loca­tions for com­pa­nies abroad
  • Assis­tance with trans­fer price documentation
  • Research­ing of pos­si­ble subsidies
  • Advice on send­ing employ­ees on inter­na­tion­al assignments
  • Prepa­ra­tion of manda­to­ry Ger­man tax returns for your employ­ees abroad
  • Tax-effi­cient structuring
  • Opti­mal tax design
  • Iden­ti­fi­ca­tion of all tax consequences
  • Avoid­ance of poten­tial tax disadvantages
  • Inter­na­tion­al net­work of firms and part­ners we know personally
  •  Inher­i­tances and Gifts

Inher­i­tance and gift tax law espe­cial­ly holds many pit­falls for the layper­son and is con­tin­u­al­ly under­go­ing leg­isla­tive changes. We inves­ti­gate your alter­na­tives and pre­vent finan­cial losses.

  • Advice on com­pa­ny own­er­ship succession
  • Exe­cu­tion of wills
  • Advice on and sup­port for estab­lish­ing foundations
  • Advice on future care such as liv­ing wills, durable pow­ers of attor­ney for health­care, etc.*
  • Wills and taxes*

* In coop­er­a­tion with our net­work of lawyers and notaries, when necessary

  • Advice on com­pa­ny own­er­ship succession
  • Exe­cu­tion of wills
  • Advice on and sup­port for estab­lish­ing foundations
  • Advice on future care such as liv­ing wills, durable pow­ers of attor­ney for health­care, etc.*
  • Wills and taxes*

* In coop­er­a­tion with our net­work of lawyers and notaries, when necessary

  • Imple­men­ta­tion of your per­son­al objectives
  • Iden­ti­fi­ca­tion of con­se­quences from an inher­i­tance, gift, income, and land trans­fer tax perspective
  • Avoid­ance of poten­tial addi­tion­al taxes
  • Avoid­ance of poten­tial dispute
  •  Spe­cial Con­sult­ing on Tax Law Issues

Just when you think you have thought of every­thing, obscure tax law issues always crop up. Whether you have been charged with a tax offense, or unex­pect­ed finan­cial changes have sud­den­ly occurred, we can pro­vide you with reli­able, expert advice.

  • Sup­port in the case of crim­i­nal and pet­ty tax offenses
  • Sup­port dur­ing self-report­ing to the tax authorities
  • Ser­vices and advice for non-prof­it asso­ci­a­tions and foundations
  • Prepa­ra­tion and sub­mis­sion of appli­ca­tions and bind­ing declarations
  • Tax plan­ning before year-end
  • Div­i­dend dis­tri­b­u­tion plan­ning for companies
  • Opti­mal tax design
  • Cer­tain­ty that “you have thought of everything”
  • Legal cer­tain­ty for deci­sions you plan to make
  • Knowl­edge of pos­si­ble risks and tax consequences