Tax advice for entrepreneurs, shareholders and high-net-worth individuals whose tax situation calls for more than routine.
Who we advise
Our clients are typically owners and shareholders of mid-sized companies, groups with holding structures, professionals with high incomes and families whose wealth is managed strategically. Typical situations combine profits in the upper six figures and above, several companies or cross-border elements – and every structuring decision has tangible consequences. For foreign investors and families with assets in Germany, we explain German tax rules in English.
Key areas
- Ongoing tax advice: annual financial statements and business and personal tax returns – organised digitally via DATEV Unternehmen Online
- Tax structuring: choice of legal form, holding and shareholding structures, dividend policy, issues for shareholder-managing directors
- Reorganisations: contributions, conversions and share transfers – tax-neutral wherever the law permits
- Wealth and business succession: German inheritance and gift tax, relief for business assets, family companies
- Tax audits and tax disputes: support during tax audits, objection proceedings and litigation before the tax courts
- Tax compliance: corrections and voluntary disclosures where something was not right in the past – discreet and legally sound
- International matters: foreign shareholdings, investments abroad, moving to or leaving Germany
How we work
Structuring questions are discussed before decisions are made – not only when the tax return is due. You have one contact who knows your situation from both a tax and a legal perspective and works with your other advisers, such as banks or auditors, as an equal. Documents and reports are exchanged digitally; meetings take place in person, by phone or by video.
The number of mandates is deliberately limited. That leaves time for the questions that make the difference.
Let’s talk about your matter.
An initial conversation clarifies whether and how we can work together. Appointments by arrangement – in Ratingen, in Burbach or by video call, in English or German.