Family businesses & SMEs.

Your annual financial statements are more than the fulfilment of legal duties: they give you overview and transparency about your company's economic position and thereby support important entrepreneurial decisions. We take on this task reliably and on time – for companies of all legal forms and sizes.

Our services in detail:

• Annual financial statements under German commercial law (HGB) – balance sheet, income statement, notes
• Consolidated financial statements under HGB and IFRS
• Cash-basis accounts (sec. 4 (3) German Income Tax Act) for professionals and businesses without accounting obligation
• Tax balance sheets and electronic transmission (E-Bilanz) to the tax authorities
• Supplementary and special balance sheets for partners of partnerships
• Interim statements and in-year reports as a basis for entrepreneurial decisions
• Occasion-driven balance sheets – such as opening, conversion and liquidation balance sheets
• Assessment of complex accounting and valuation questions
• Fulfilment of disclosure obligations vis-à-vis the German company register
• Personal year-end meeting with concrete recommendations for the following year

German tax law places high demands on companies and their shareholders – we take these duties off your hands. Your returns are prepared in close interlock with the annual accounts, use the permissible room for structuring and are pursued consistently through to the final, binding assessment.

Our services in detail:

• Corporate income, trade and VAT returns
• Separate and uniform profit determination filings for partnerships
• Income tax returns for entrepreneurs and shareholders – coordinated with the business sphere
• Withholding tax filings, for instance on profit distributions
• Tax reconciliation statements
• Applications for deadline extensions, deferrals and adjustment of advance payments
• Electronic filing of all returns with the tax authorities
• Review of tax assessments and proactive deadline monitoring
• Correspondence with the tax authorities in the assessment process

Current, meaningful bookkeeping is one of your company's most important management instruments. We organise your bookkeeping digitally and efficiently – tailored to your processes and timed so that decision-relevant numbers are available when you need them.

Our services in detail:

• Ongoing bookkeeping with digital document and data exchange
• Advance VAT returns and EC sales lists
• Monitoring of open items (receivables and payables)
• Close coordination with payroll and the annual accounts
• On request: handling of your payments
• Digitalisation and process optimisation
• Reporting and controlling
• Planning calculations and reporting
• Cost centre accounting

Punctual, correct payslips are the foundation of trust between you and your employees. We take over your payroll completely – to the day, digitally organised and aligned with your company's particularities.

Our services in detail:

• Monthly payroll including all statutory filings
• Wage tax filings and communication with health insurers, employers' liability associations and authorities
• Registrations, deregistrations and certificates for your employees
• Digital delivery of payroll documents for employer and employees
• Support with employer obligations – such as minimum wage documentation and deadline compliance
• Support for in-house solutions
• Provision of software for payroll preparation and employee administration

Legislation, case law and administrative guidance change the tax framework continuously. We systematically track the developments relevant to you and approach you before windows for action close – not only when you ask.

Our services in detail:

• Ongoing tax support in all entrepreneurial questions
• Tax evaluation of planned investments, contracts and business models
• Tax burden comparisons and scenario calculations as a basis for decisions
• Obtaining binding rulings from the tax authorities
• Alerts on relevant changes in the law with concrete recommendations
• Coordinating tax questions with your other advisors – banks, lawyers, notaries

A field audit is exceptional for a company – for us it is part of daily practice. We represent your interests vis-à-vis the tax authorities at professional eye level and accompany you from the audit order to implementing the results.

Our services in detail:

• Preparation for and support during tax field audits
• Handling special audits – VAT, wage tax, till inspections – and social insurance inspections
• Organising the requested documents, providing audit-relevant data (GoBD) and managing communication with the auditor
• Developing argumentation and negotiation strategies for contested issues
• Working towards factual settlements and representing your interests in the final meeting
• Evaluating the audit report and implementing the findings
• Conducting objection proceedings and further remedies vis-à-vis the tax authorities