Financial statements & tax returns

Financial statements & tax returns

We make sure your finan­cial state­ments meet all the require­ments set out in tax, busi­ness and bank­ing leg­is­la­tion so you can con­cen­trate on what mat­ters – your business’s per­for­mance.
Irre­spec­tive of whether you’re a pri­vate indi­vid­ual, busi­ness own­er, part­ner­ship, cor­po­ra­tion, free­lancer or trad­er as defined by the Ger­man Income Tax Act (“Einkomenss­teuerge­setz”): our expert team always looks out for your best inter­ests.

We have many years of expe­ri­ence in deal­ing with cor­po­ra­tions and under­stand the chal­lenges faced by the dif­fer­ent types of part­ner­ship that exist. But free­lancers can also count on us to make sure their doc­u­ments are pre­pared prop­er­ly.
From trade tax (“Gewerbesteuer”) to VAT to cor­po­rate tax, we han­dle all types of tax and pro­vide you with com­pre­hen­sive infor­ma­tion about the require­ments they involve. Even when it comes to com­plex issues such as the EU mini one-stop-shop (MOSS) scheme, you can be sure you can rely on us.

Our ser­vices include check­ing your account­ing records plus tasks relat­ed to finan­cial state­ments such as account adjust­ments or for­ma­tion of pro­vi­sions. We check the con­tracts involved and the infor­ma­tion con­cern­ing oth­er lia­bil­i­ties and make sure the data is elec­tron­i­cal­ly trans­mit­ted to the tax office and the Fed­er­al Gazette (“Bun­de­sanzeiger”). We will also be hap­py to advise you on any tax or finance-relat­ed issues con­cern­ing prop­er­ty.

What we do

We do all of the ground­work and pre­pare the state­ments you require, includ­ing net income account­ing (“Ein­nah­men-Über­schuss­rech­nun­gen”), (com­ple­men­tary) tax bal­ance sheets, advice on deci­sions con­cern­ing wealth cre­ation plus man­age­ment analy­ses.

And, of course, we also check the tax assess­ment notices you get from the tax office and rep­re­sent you in deal­ings with them.

If you’re tired of spend­ing hours strug­gling with your per­son­al tax return, we’d be hap­py to do the job for you. We’ll put togeth­er all of the doc­u­ments required for your income/inheritance/gift tax and any oth­er rel­e­vant types of tax, mak­ing sure we cir­cum­nav­i­gate any pit­falls and ensur­ing com­pli­ance. If you’re a free­lancer, e.g. a trans­la­tor, inter­preter, finan­cial ser­vice provider, jour­nal­ist, pro­mot­er or pho­tog­ra­ph­er, feel free to con­tact us too. Our expe­ri­enced team will pre­pare all the nec­es­sary doc­u­ments for you and take care of any com­mu­ni­ca­tion required with the tax office.

For pri­vate indi­vid­u­als, we look at all their income, e.g. from cap­i­tal invest­ments or inher­i­tance, exam­ine alter­na­tive forms of assess­ment for spouses/partners and cal­cu­late any income-relat­ed expens­es or spe­cial expens­es, e.g. for home help. And, of course, we can also check your tax return and appeal on your behalf if nec­es­sary. Our aim is to make sure you pay as lit­tle tax as pos­si­ble.

That´s how you can reduce your tax bill

Let us check whether you’re getting the best tax deal possible

Arrange a free get-to-know-us appointment

including a quote

If you’d like to find out how much you would have to pay for our ser­vices, drop us a line so that we can arrange a free, no-oblig­a­tion get-to-know-us appoint­ment straight away. We’ll take the time to dis­cuss your indi­vid­ual require­ments and give you a quote after­wards.

1

Call our office

Start by call­ing our office
2

Arrange an appointment

Then make a no-oblig­a­tion appoint­ment
3

Get to know us

And then come around for a chat
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