Declaration and accounting
Declaration and accounting
Our tax return and accounting services include:
- Tax returns for partnerships (two-tier) and atypical silent partnerships, using the mirror image method
- Preparation of annual financial statements in accordance with HGB (German Commercial Code)
- Declaration of trusts in tax returns
- Uniform and separate profit assessments for domestic and foreign personal investment companies (section 18 InvStG)
- External tax returns for foreign capital investment companies (§19 InvStG, §§7 ff. AStG)
- Tax returns for family foundations
- Inheritance and gift tax returns, including valuation of business units and real estate according to the German Valuation Act (Bewertungsgesetz), with a combined assets statement
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
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