Family businesses
& SMEs
From day-to-day accounting to the tax audit: we keep your company's foundation reliable – and place every number in the context of your entrepreneurial decisions.
Annual accounts, e-filing and disclosure
- Annual accounts under HGB, consolidated accounts under HGB and IFRS
- Cash-basis accounts for professionals
- Tax balance sheets and electronic E-Bilanz filing
- Interim and occasion-driven balance sheets
- Disclosure to the German company register
Tax returns and deadline management
- Corporate income, trade and VAT returns
- Profit determination filings for partnerships
- Income tax returns for entrepreneurs and shareholders
- Review of assessments and proactive deadline monitoring
- Correspondence with the tax authorities
Bookkeeping, reporting and controlling
- Ongoing bookkeeping with digital document exchange
- Advance VAT returns and EC sales lists
- Monitoring of open items; payments on request
- Reporting, planning calculations and cost centre accounting
Payroll
- Monthly payroll including all statutory filings
- Communication with health insurers and liability associations
- Certificates and digital delivery of documents
- Support with employer obligations
Ongoing tax advisory
- Tax evaluation of planned investments and contracts
- Tax burden comparisons and scenario calculations
- Obtaining binding rulings from the tax authorities
- Alerts on legal changes with recommendations
Tax audits and remedies
- Preparation for and support during field and special audits
- Argumentation and negotiation strategies for contested points
- Evaluating the audit report and implementing the findings
- Objection proceedings and further remedies
Field in detail
Private individuals
& families
Income, real estate, shareholdings and provision are connected. We look at them as a whole instead of answering each question in isolation.
Income tax returns
- Returns for employees, families and the self-employed
- Income-related expenses, special expenses and extraordinary burdens
- International situations and residence questions
- Review of assessments, objection and appeal proceedings
Real estate, capital assets and shareholdings
- Rental income
- Tax support for property purchase and financing
- Capital assets and shareholdings
- Ongoing care of private wealth
- Securities accounting for portfolios and investments
- Consolidated wealth reporting across all asset classes
Advice at every stage of life
- Family, marriage and parenthood
- Stepping into self-employment or a side business
- Retirement provision and retirement
- General tax advice on personal matters
Wealth succession
- Forward-looking planning of wealth transfers
- Coordination with inheritance and gift tax
- Support across generations
Field in detail
Succession &
inheritance tax
Handing over wealth is above all a question of the right moment. We run the numbers on the variants before you decide and accompany the implementation discreetly.
Inheritance and gift tax
- Inheritance and gift tax returns
- Calculation of the tax burden – in advance and traceably
- Optimal use of personal allowances
- Valuation of real estate, companies and other assets
Lifetime gifts and transfers
- Tax structuring of gifts within the family
- Transfer of real estate, shareholdings and capital assets
- Allowances and their renewal every ten years
- Usufruct and maintenance arrangements
Support in the event of inheritance
- Inheritance tax return and tax handling of the estate
- Valuation of the inherited assets
- Support for heirs and communities of heirs
- Coordination with lawyers and notaries
Unternehmensnachfolge
- Tax structuring of the handover to family or third parties
- Business-asset reliefs (secs. 13a, 13b German Inheritance Tax Act)
- Structuring via holding and participation companies
- Support for the contractual implementation
Field in detail
Digital
transformation
Digitalisation is not an end in itself. We build finance processes that save work, avoid errors and withstand an audit.
Digital bookkeeping with DATEV Unternehmen online
- Setup and ongoing support
- Paperless document exchange and tamper-proof archiving
- Access to reports and numbers at any time
E-invoicing and regulatory compliance
- Analysis and adaptation of invoicing processes
- Legally sound receipt, creation and dispatch (XRechnung, ZUGFeRD)
- GoBD-compliant archiving in the original format
- Ongoing advice on deadlines and exemptions
Process documentation and GoBD
- Process documentation under GoBD
- Document flows, interfaces and internal controls
- Defending the propriety of your records in audits
Process optimisation and automation
- Analysing finance processes and removing media discontinuities
- DATEV automation services for invoices and banking
- Using artificial intelligence for recurring tasks
Digital Personalprozesse
- Digital personnel file and DATEV Arbeitnehmer online
- Secure employee access to their documents
- Relief for HR administration
Field in detail