Private clients
Our focus is on providing comprehensive advice and support to private clients in all aspects of tax law. We understand that the tax concerns and challenges faced by private individuals require individual and careful consideration in order to achieve optimal results.
Our services for private clients include a wide range of consulting services aimed at minimizing the tax burden within the limits of legal possibilities and ensuring tax compliance. In particular, this includes advice on income tax, inheritance and gift tax as well as tax planning for private investments and assets.
We offer individual advice when preparing the income tax return, taking into account all relevant types of income and tax deduction options to ensure an optimal tax burden for our clients. We also assist with tax planning and structuring of capital investments, real estate investments and other assets to maximize tax efficiency.
Advice on inheritance and gift tax is another important part of our services for private clients. We help to organise the transfer of assets in a tax-efficient manner in order to minimise the tax burden on the heirs and at the same time respect the will of the testator.
Arrange an initial consultation
Our initial consultation forms the basis for successful cooperation. We take time to understand your individual concerns and needs. In doing so, we attach great importance to open and trusting communication. During this interview, you will have the opportunity to get to know us and discuss your tax challenges. We listen carefully, ask relevant questions and offer you initial insights into possible solutions. Our goal is to work with you to develop the best strategy for your financial goals and to promote your success.
Submit documents & data
In order for us to be able to process your tax matters efficiently, it is important to provide us with relevant documents and data. Whether it's providing documents for your income tax return or ongoing bookkeeping for advice and preparing annual financial statements, we offer you easy ways to submit your information. Should you switch to us from another tax advisor, we will be happy to assist you in setting up a seamless data transfer of previous year data. This ensures that your tax matters can continue seamlessly and efficiently.
Guidance
After submitting your documents and data, we will start processing your tax matters. We have already agreed on a fee and a processing time in advance in order to offer you full transparency. During the process, we are always available to answer your questions and discuss any concerns you may have. Our goal is to handle your tax matters efficiently and precisely, while ensuring that your individual needs are always taken into account.