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DE

Smart, personal, professional.
We make
tax advisory make a difference.

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Because tax is a matter of trust.

Successful tax advisory begins with understanding what matters to you.
The closer we are to your individual needs, the more precisely we can tailor our solutions. Alongside personal, one-to-one advice, we draw on our wide-ranging expertise in tax advisory, business consultancy, succession planning, restructuring, and lifetime asset transfer – all to help turn your goals into reality. Get to know us and benefit from our experience.

Smart

We think across disciplines.

Bookkeeping in times of digital transformation? Whether analogue, tech-assisted or via our network of specialist partners – we bring together all our strengths to help you reach your goals.

Personal

We put people first.

A clear understanding of your individual needs, a relationship built on trust, and long-term collaboration – for us, these are essential building blocks for shared success.

Professional

We deliver on our promises.

Tax audits, annual accounts, business succession – whatever challenge you’re facing, we support you from start to finish with expert advice and future-ready solutions.

The best strategy: Give Us a Call.

Are you looking for a tax advisory firm in Düsseldorf or the surrounding area that offers more than just the usual box-ticking service? Then we’d be delighted to hear from you—give us a call on (0211) 976090 or send us a message.

Get in Touch

We think outside the box—for you.

Whether short-term tax optimization, long-term asset planning, annual financial statements, tax audits, or active consulting in criminal tax matters—as a modern and competent tax consulting firm based in the south of Düsseldorf, we support you in all tax matters and are at your side with our wide-ranging knowledge in various areas.

We serve small and medium-sized enterprises as well as associations, start-ups, and private individuals. Our aim is to provide contemporary tax advice that keeps pace with digital developments and plans for the future with foresight.

The focus of our daily work: you. We always take a holistic and forward-looking approach to our clients' concerns, even beyond tax law. Because only when we understand your situation, challenges, and goals can we provide you with reliable advice.

What we can do for you

Annual Financial Statements

  • Advice on accounting policy decisions

  • Advice on inventory and valuation procedures

  • Advice on profit distributions

  • Conducting balance sheet analyses

  • Confirmation of the annual financial statements by a certified tax adviser

  • Creation and reversal of investment deductions

  • Determination of taxable profit

  • Electronic submission of financial statements to the company register

  • Exercising tax options with consideration of fiscal implications

  • Fulfilling publication and reporting obligations

  • Preparation of annual financial statements in accordance with commercial and tax law

  • Preparation of the commercial balance sheet

  • Preparation of the notes to the financial statements

  • Preparation of the tax balance sheet

  • Review of special tax depreciation allowances

Business Advisory

  • Advice on credit and financing matters

  • Analysis and optimisation of asset structures

  • Analysis of financial, asset and earnings positions

  • Business analysis and strategic planning

  • Collaboration with a network of experts – including solicitors, notaries, financial advisers, marketing specialist, other professionals to provide comprehensive business advisory services

  • Corporate transformations and restructurings

  • Development of restructuring and turnaround concepts

  • Optimisation of cost accounting and operational processes

  • Planning and execution of business succession

  • Start-up advisory, including business plans and funding models

  • Structuring of corporate and shareholder arrangements

  • Support in the implementation of restructuring measures

Corporate and Trade Tax Returns

  • Advice on minimising the overall tax burden

  • Application of extended trade tax reduction for real estate holding companies

  • Avoidance of hidden profit distributions

  • Identification of interrelations between companies and their owners or shareholders

  • Long-term planning of corporate tax exposure

  • Maximising available tax exemptions

  • Preparation of corporate and trade tax returns

  • Review of corporate or trade tax assessments

Corporate Restructuring

  • Advice on and structuring of holding company arrangements

  • Advice on contribution transactions (Einbringungsvorgänge)

  • Business valuations

  • Collaboration with expert networks, including notaries, solicitors and valuation professionals

  • Corporate and civil-law reorganisations

  • Due diligence reviews

  • Reduced taxation on capital gains from disposals

  • Strategic planning of asset restructuring for tax optimisation

  • Structuring and support of business transfers

  • Tax advisory on corporate restructuring

  • Trade tax exemption for real estate holding companies

Gift Tax Returns

  • Advice on structuring gifts in a tax-efficient manner

  • Application of available tax exemptions

  • Consideration of personal circumstances beyond tax legislation

  • Coordination with financial advisers to optimise asset transfers

  • Coordination with notaries and valuation experts to ensure legal certainty

  • Involvement of solicitors and notaries to ensure legally compliant implementation

  • Lifetime transfers as part of anticipated succession

  • Maintaining an overview even in the most complex family situations

  • Notification of gifts and triggering of limitation periods

  • Preparation of gift tax returns

  • Review of gift tax assessments

  • Structuring of assets

  • Tax-optimised use of personal allowances

  • Transfer and valuation of business assets

  • Transfer and valuation of real estate

Income Tax Returns

  • Advice on severance payments and their tax implications

  • Assessment of tax filing obligations

  • Assistance with identifying and claiming deductible expenses

  • Deduction of charitable donations and medical expenses

  • Digital processes for working with private individuals

  • Guidance on potential tax refunds

  • Preparation and review of income tax returns

  • Preparation of income verification documents

  • Professional accounting for private rental income

  • Review of income tax assessments

  • Tailored, individual advisory approach

  • Tax returns for employees and pensioners

  • Tax returns for private landlords

  • Tax treatment of maintenance and alimony payments

Income-Expenditure Statements and Tax-Based Profit Determination

  • Advice on optimising taxable results

  • Confirmation of profit determination by a certified tax adviser

  • Exercising tax options with consideration of their fiscal impact

  • Formation of investment deductions

  • Preparation of income-expenditure statements (EÜR)

  • Preparation of other profit determination reports

  • Review of special tax depreciation allowances

Inheritance Tax Returns

  • Advice on optimising the tax burden in inheritance cases

  • Collaboration with financial advisers

  • Collaboration with specialist notaries and valuation experts

  • Consideration of compulsory share claims in unfavourable “Berlin wills”

  • Maximising available tax exemptions

  • Particular emphasis on discretion and sensitive family matters

  • Preparation of inheritance tax returns

  • Review of inheritance tax assessments

  • Support with the administrative handling of inheritance matters

  • Valuation of the estate

Lifetime Asset Transfers (Anticipated Succession)

  • Advice on and calculation of usufruct arrangements

  • Assessment of potential financial equalisation between children

  • Consideration of counterperformance and conditions to optimise tax impact

  • Coordination with financial advisers to optimise asset planning

  • Coordination with notaries and valuation experts to ensure legal certainty

  • Discreet and professional handling of sensitive family matters

  • Full use of available tax allowances

  • Handling coordination and communication between all parties involved

  • Minimising tax liabilities on lifetime transfers

  • Structuring of family wealth

  • Tax advisory on anticipated succession and lifetime gifting

Payroll Accounting

  • Employee registrations and de-registrations

  • Immediate registration of new employees

  • Monthly individual payroll evaluations

  • Notifications to the employers’ liability insurance association

  • Payroll tax optimisation

  • Preparation of customised employee certificates

  • Preparation of monthly payslips

  • Reduction of ancillary wage costs such as social security contributions

  • Submission of monthly social security declarations

  • Submission of regular payroll tax returns

  • Support with and execution of pension insurance audits

Tax Advisory

  • Advice on inheritance and gift tax matters in collaboration with specialist solicitors and notaries

  • Coordination with financial advisers to optimise asset transfers

  • Long-term tax structuring: strategic planning to optimise your tax position over multiple years

  • Ongoing risk mitigation: helping to prevent errors and secure your income in the long term

  • Ongoing tax advisory for individuals and businesses

  • Personalised tax planning for different life stages and business situations

  • Preparation of tax opinions on complex matters

  • Review of tax assessments for accuracy and potential for optimisation

  • Short-term tax optimisation: using current legal options to reduce your tax burden

  • Support and representation in appeal and litigation proceedings before the tax authorities

Tax Advisory for Businesses

  • A holistic approach that considers all areas of your business

  • Advice on restructurings such as business acquisitions or disposals

  • Collaboration with expert networks in marketing, business consulting and legal advisory

  • Guidance on day-to-day tax-related business matters

  • Operational advice on implementing tax-efficient processes

  • Optimisation of corporate tax burdens

  • Strategic advice aligned with your long-term business goals

  • Structuring solutions for tax optimisation, including holding structures

  • Tax advice with a business consulting mindset

  • Tax consultancy for investment decisions

Tax Advisory for Non-Profits and Charitable Organisations

  • Advice on reserve formation and management of association assets

  • Critical review of statutes and planned activities

  • Identifying and addressing potential VAT pitfalls

  • Meeting the tax requirements of charitable organisations

  • Optimising tax benefits for non-profit organisations

  • Preparation of corporate tax returns

  • Securing charitable status and tax exemptions from the tax authorities

  • Special profit determination for charitable entities

  • Taking over your external accounting obligations

Tax Advisory for Private Individuals

  • Advice on private asset structures

  • Consideration of tax-related, professional and personal circumstances

  • Optimisation of individual tax burden

  • Personalised income tax advice

  • Support with the tax-efficient structuring of asset transfers, in coordination with notaries and solicitors

Tax Criminal Law

  • Advice on matters of criminal tax law

  • Calculation of fines, penalties or criminal sanctions

  • Collaboration with specialised criminal defence solicitors within a trusted expert network

  • Development and implementation of defence strategies

  • Identification of reportable and correctable tax offences

  • Implementation of internal control systems to prevent tax crimes

  • Preparation of voluntary disclosures to obtain immunity from prosecution

Tax Structuring

  • Advice and guidance on generational succession

  • Collaboration with legal and business experts on strategic structuring matters

  • Coordination of appropriate tax prepayment levels

  • Evaluation and implementation of holding structures

  • Investment planning

  • Involving partners or family members to reduce overall tax burden

  • Long-term tax planning

  • Optimising tax structures for individuals and businesses

  • Review and structuring of special cases to reduce tax liabilities

  • Tax optimisation across different income phases

  • Tax planning for business sales and retirement

VAT Returns

  • Advice on complex VAT implications within the European single market

  • Advice on compliance with VAT regulations

  • Guidance on MOSS and VAT obligations for cross-border e-commerce to consumers

  • Preparation and submission of VAT returns

  • Reassessment of intra-year VAT-related transactions

  • Recovery of legitimate input VAT refund claims

  • Review of reverse charge procedures

  • Review of VAT assessments

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