Declaration and accounting
Declaration and accounting
We see ourselves as your partner and help you to fulfil your tax obligations efficiently and on time. We want to help growing and medium-sized companies in particular to digitally finalise their tax compliance promptly after the end of the financial year. This is because these companies have great advantages when it comes to strategic issues, as well as internal investment and liquidity planning.
Our tax return and accounting services:
- Tax returns for partnerships (two-tier) and atypical silent partnerships, taking into account the mirror image method
- Preparation of annual financial statements in accordance with HGB (German Commercial Code)
- Digitised accounting in the DATEV accounting software (Unternehmen Online; automation service KI)
- Declaration of trusts in tax returns
- Correction and catching up on forgotten tax returns
- Corporate groups with consolidated tax groups for income tax and/or VAT purposes
- Cross-border companies and tax reporting for foreign jurisdictions
- External tax returns, e.g. for foreign capital investment companies in the context of add-back taxation (§§ 7 ff. AStG)
- Tax returns for family foundations
- Inheritance and gift tax declarations as well as valuation of business units and real estate in accordance with the German Valuation Act (Bewertungsgesetz), including a statement of combined assets
- Creation of tax compliance management systems (tax CMS)
TAXGATE - Our experience
Track Record
We have extensive experience in handling national and international transactions. Recently, we have provided counsel on the following cross-border projects:
Declaration and balancing:
- Advised German institutional investors on current foreign tax and investment tax law matters
- Assisted a medium-sized company in restructuring and streamlining organizational processes, including turnover and payroll tax checks
- Supported an Indian group in liquidating its German subsidiary
- Provided tax guidance to German managers relocating to Switzerland
- Conducted an investigation and analysis of employee misconduct for a medium-sized company
- Advised a Singaporean group on establishing a German sales unit, including employee misconduct analysis
- Supported a dual-resident self-employed individual with an investment in a foreign company of investment character
- Advised German investors with white invoices from non-transparent U.S. investment funds
- Guided a German family through the white accounting process of formerly black Liechtenstein investment funds
- Assisted a German family with the cancellation and tax classification of Swiss life insurance policies
- Advised German investors with white invoices from non-transparent Austrian and U.S. investment funds
- Provided structuring considerations and tax calculations for GmbH managing directors regarding the transfer of pension provisions
- Supported a German sole trader relocating to Switzerland
- Assisted a German IT group with outsourcing its accounting functions
- Advised a German entrepreneur on managing intangible business assets when relocating to another EU country
- Provided uniform and separate assessment declarations, including profit reconciliation statements, for a German insurance group with respect to an investment in a Scottish partnership (PE fund)
- Assisted German institutional investors with AStG declarations regarding investments in Luxembourg sub-funds of a SICVA-SIF in the renewable energy sector
- Review of add-back taxation in accordance with § 7 et seq. AStG for a DAX group
- Preparation of AStG declarations for German SMEs with large international business
- Ongoing support for cross-border business activities (e.g. Switzerland, USA, Israel, Spain, Poland, Netherlands, Norway, Denmark, Austria, Italy, Canada, etc.)
- Creation of a tax compliance management system for an S-DAX company and large medium-sized family businesses
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In a non-binding consultation, we’ll work together to explore the best options for you and how we can assist.
