Tax Advisory for businesses, families, private individuals & private wealth
We see tax advisory as an integrated discipline: anticipating developments, structuring complexity, preparing decisions – for businesses, entrepreneurial families, private individuals and private wealth.
Everything from one source.
The foundation is a dependable day-to-day practice: bookkeeping, payroll, annual financial statements and tax returns – delivered on time and digitally organised. Building on that, we advise you on every tax and business matter, with the discretion that questions of wealth and succession demand.
How we see ourselvesOur fields of work
Four fields. One standard: advice that carries.
Family businesses & SMEs
The reliable foundation for your company – from daily operations to strategic questions.
Services at a glance
- Annual financial statements (HGB & IFRS)
- Tax returns
- Bookkeeping & financial services
- Payroll & HR services
- Ongoing tax advisory
- Tax audits & defence
Private individuals & families
Personal tax advice that sees your life situation and your wealth as a whole.
Services at a glance
- Income tax returns
- Advice at every stage of life
- Wealth management & shareholdings
- Securities accounting & wealth reporting
- Real estate & rentals
- Wealth succession
Succession & inheritance tax
Preserving life's work – structured with foresight, accompanied with discretion.
Services at a glance
- Inheritance & gift tax
- Lifetime gifts & transfers
- Support in the event of inheritance
- Business succession
Digital transformation & process advisory
Digital processes that make your finance organisation faster, leaner and safer.
Services at a glance
- Digital bookkeeping & DATEV Unternehmen online
- E-invoicing & regulatory compliance
- Process documentation & GoBD
- Finance process optimisation
- Automation & payments
- Digital HR processes
Specialisation that makes the difference.
We do not see ourselves as administrators of receipts but as a partner who thinks ahead – professionally grounded, personally close and always looking forward.
Efficient.
Digital, clearly structured processes save time – yours and ours – and create room for what matters: the advice.
Reliable.
Deadlines kept, clear communication, one fixed contact – you always know where you stand with us.
Meticulous.
Good work is not a goal for us but self-evident – the highest standard is the one we set ourselves.