Services

Tax consulting for private

We take care of your tax affairs in the increasingly complex tax law and handle your private taxes.

Tax consultancy

We analyze and assess your personal income and asset situation for individuals, (married) couples or families in order to gain insights into a possible optimization of your taxes. We calculate and optimize models for your extraordinary income such as severance payments or private sales transactions.

Inheritance and gifting

We take care of the tax structuring of gifts, anticipated succession and inheritances and prepare your inheritance and gift tax return. In this context, we also undertake the valuation of real estate and companies. Together, we evaluate possible appeals of inheritance or gift tax assessments.

Tax return

We will take care of your questions, processing and timely filing of your income tax return. We take into account income as an employee, from self-employment and commercial activities, from renting and leasing as well as capital and other income.

Cooperation

It is important for us to understand your personal situation and work with you to create a roadmap for your tax issues. You can hand in your data and documents personally in our office or send them to us digitally via email or our data platform "DATEV Meine Steuern". We always agree on your desired form of cooperation with you in a personal initial meeting in our offices.

Tax consultant for private

Tax advice for entrepreneurs

We help you with your ongoing tax obligations so you can focus on your business and act instead of just react.

Accounting

We offer you more than just payroll and financial accounting. We support you with the entire recording and evaluation of your business transactions. Starting with the current financial accounting (if necessary, digital document management using Datev Unternehmen Online, Lexoffice, etc.) and the monthly payrolls (if necessary, digital payrolls using Datev Arbeitnehmer Online) up to the preparation of VAT, payroll tax and social security returns as well as asset accounting. If you wish, we can also take your company-specific cost accounting into account or support you with ongoing payment transactions and dunning.

Tax return & annual financial statement

We take care of all questions and the preparation of your annual financial statements (commercial and tax balance sheet) or your income statement as well as the VAT, corporate income tax and trade tax returns. We would be happy to prepare the figures for you in a comprehensible manner as part of a discussion of the annual financial statements, whether by means of a (possibly graphic) multi-year comparison based on the balance sheet and income statement, key figure analysis or liquidity development.

Business Creation & Succession

Are you planning to start a business or take over the succession? Or are you considering changing the legal form of your company? As your tax advisor, we have a holistic view of your business situation. The heart of this planning is your individual business plan. It not only serves to keep an eye on one's own considerations and finances, but is also a prerequisite for applying for subsidies or bank loans. Only with a mature business plan can you hope to receive funding.

Cooperation

It is very important to us to understand your personal situation and work with you to create a roadmap for your tax issues. You can hand over your data and receipts to us in person at the office, have them digitized by us or send them to us digitally via "Datev Unternehmen Online" or "Lexoffice", for example. We will always discuss your desired form of cooperation with you in an initial personal meeting at our offices on Hardtbergweg.

Tax consultant for entrepreneurs

Auditing

We perform our auditing activities through SGK AUDITNET GmbH Wirtschaftsprüfungsgesellschaft, Königstein and Munich, which we founded specifically for this purpose.

Statutory audit

We are authorized by the Chamber of Public Accountants to conduct statutory audits of financial statements. In performing the audit, we analyze its accounting-related internal control system and its net assets, financial position and results of operations. We report on the results of our audit in accordance with the requirements of the IDW. We do not limit ourselves to examining your past but also advise you for the future. Only those who properly conclude the past and adequately prepare for the future can make the right decisions.

Voluntary final exam

Are you planning a voluntary audit, e.g. to secure bank confidence, improve accountability to shareholders or improve ratings? We audit your business with due regard to proportionality and cost-effectiveness and provide you with the reporting you need.

Audits in accordance with the German Real Estate Broker and Property Developer Ordinance (MaBV)

The MaBV audit (Ordnungsmäßigkeitsprüfung nach Makler-und Bauträgerverordnung) is an annual compliance audit that must be carried out for property developers and builders. Drawing on our many years of experience in the construction and real estate industry, we carry out the required audit in accordance with the requirements of the IDW.

Cooperation

It is important to us to ensure the long-term success of your company. Only through a detailed exchange of data and information of your company, as the foundation of a successful audit, we ensure this. We understand auditing as a joint process which, on the one hand, provides you with the formal annual financial statement and, on the other hand, should also provide you with statements on the correctness of your accounting or the financial statement, which can provide important impulses for the optimization of your processes.

Auditing

International services

We advise you on cross-border taxation and all related issues. Thanks to our membership in the INAA GROUP (international association of independent accounting firms) we have access to a network of colleagues in all major industrialized countries of the world.

International tax law

The risk of suffering double taxation in cross-border supply and service relationships has increased dramatically in recent times. It is certainly no longer sufficient to wait for the tax authorities' objections and then react to them. Companies with business relations abroad are required to act in order to avoid tax disadvantages. Our membership in the INAA Group enables us to advise our clients on exporting to other countries, establishing subsidiaries or permanent establishments abroad, acquiring or selling foreign companies, joint ventures and strategic alliances with foreign companies, transfer pricing within the group and all other cross-border tax issues.

INAA

The INAA Group has been in existence since 1992 and has approx. 100 member companies in over 50 countries. This international cooperation enables us to support our clients in their business projects also worldwide. Each member of the INAA Group is solely responsible for its own activities. In relation to each other, the members are neither partners, agents nor intermediaries. The INAA is an association of independently operating tax advisors and auditors. For more information, please visit
https://www.inaa.org