Service Portfolio

The tax consultant’s core business includes providing tax advice to clients. This can include start-up advice (e.g. choice of legal form, tax entry form), ongoing advice on various types of taxes, tax optimization, communication with the tax authorities, the preparation of expert opinions and answers to tax-related questions, the implementation of legal remedies or support during external tax audits and much more (e.g. tax deduction in accordance with Section 50a German Income Tax Act, CbCR). If necessary, I will keep you up to date on current legislative changes and other innovations in German tax law.

I will be happy to discuss your individual strategies, objectives and problem areas with you.

Currently, my portfolio mainly covers income tax returns for private individuals and self-employed or business. Of course, this also includes VAT and the profit calculation. In individual cases, I also prepare your inheritance and gift tax returns or your business tax returns (VAT, corporate tax and trade tax). Following the assessment, I can check your tax assessment notices and conduct out-of-court appeal proceedings, i.e. German “Einspruchsverfahren”.

My focus is on private individuals, self-employed persons and small and medium-sized enterprises (SME).

Current bookkeeping, cost and performance accounting as well as advance VAT returns and recapitulative statements fall within the scope of financial accounting. This data can form a quantitative framework for decisions with the help of German “BWA” and other analysis tools. Due to my previous professional experience, one of my strengths lies in the area of accounting as well as the preparation and analysis of annual financial statements.

Due to capacity and time constraints, I currently don´t offer day-to-day bookkeeping, but I might advise you on individual issues or in connection with setting up your bookkeeping. It is important to me to define your individual requirements and to support you in the selection of tools and process improvements. I am also happy to support you with the preparation of your annual financial statements or individual questions and calculations in the area of balance sheet and PnL. I prepare comparative and industry analyses based on published data, if required.

The purchase of real estate for private use, but also as a capital investment, should be examined from a tax perspective. In particular, questions arise regarding the possible consideration of costs in connection with the purchase, but also in the later phases of use. The purchase price allocation can be of decisive importance for the return of investment. In addition, there are other important tax regulations that must be observed, both for tax compliance and for an optimal investment. There are strategies for private users as well which may lead to an optimal tax result, e.g. when building or renovating a property.

I will be happy to provide you with strategic advice in this area or prepare your tax return for your property. Long-term family and inheritance planning for real estate is also an exciting area of advice for me.

Business consulting is one of the activities compatible with the professional profile of a certified tax advisor, which is expressly encouraged. I will gladly apply my knowledge from the basic studies of business administration as well as from professional practice for your benefit.

Contact me for questions of digitalization, comparative calculations, planning, investment and financing questions, support in bank negotiations and much more.

According to § 57 (3) no. 4-6 StBerG, lecturing and teaching activities are permitted to a certain extent. Through my work at the Technical University of Augsburg as well as through previous professional stations, I have been able to gain experience in education and training.

Please feel free to contact me in order to define the individual framework of a lecture activity or if you have a need in the area of training of employees.