Income tax return
Preparation of the income tax return including typical schedules, for example employment income, pension expenses, rental income, capital income, pensions or extraordinary burdens.
Tax returns
Preparation and electronic filing of tax returns for individuals, self-employed persons, freelancers, sole proprietors and smaller companies.
The focus is on complete fact-finding, clear tax classification and timely electronic filing.
Which tax returns are covered?
The exact scope depends on the individual case. Before mandate acceptance, the relevant tax types, years, forms and additional filing obligations are clarified.
EÜR, VAT and trade tax
For self-employed persons, freelancers and business operators, the EÜR schedule, VAT return and, where applicable, trade tax return may be relevant in addition to income tax.
GbR and partnerships
For partnerships, declarations for separate and uniform assessment of tax bases may be required.
GmbH and UG
For corporations, corporate income tax returns, trade tax returns, VAT returns and the E-Bilanz may be relevant.
Typical special topics
Rental income, debt interest, maintenance expenses, depreciation, ancillary costs and surplus calculation.
Tax classification of photovoltaic systems, in particular taking into account the income tax exemption under section 3 no. 72 EStG.
Review of tax certificates, foreign capital income and possible application assessment.
Taxable pension income, pension expenses and specific personal circumstances.
Foreign income, double tax treaties, progression clause, withholding tax and Anlage AUS.
Review of tax assessments, deviations, explanatory notes and possible need for objection.
Required information
The documents required depend on the specific facts. A tailored request is made after initial classification.
Basic data and prior-year documents
Tax identification number, tax number, prior-year assessment, prior-year return, bank details, marital status, child data and relevant changes during the tax year.
Evidence of income
Wage tax certificates, pension notifications, tax certificates, rental documents, profit determinations or business reports.
Deductible expenses
Insurance, donations, medical costs, household-related services, tradesperson services, income-related expenses and business expenses.
Case-specific documents
Contracts, loan documents, purchase agreements, inheritance documents, foreign tax documents, objection letters or tax-office correspondence.
Process
Classification of the facts
The affected tax years, tax types, deadlines and specific issues are clarified first.
Document request
You receive a document request tailored to your case.
Preparation and queries
The returns are prepared; open points are clarified before filing.
Approval and filing
Before electronic filing, the prepared documents are generally provided for review and approval.
Important limitation
Deadlines only after mandate acceptance
An enquiry or the submission of documents does not create a mandate. Filing, objection, payment or other deadlines are taken over only after explicit mandate acceptance and agreed scope of work.