Welcome to SolveTax
The next steps
We are glad that we were able to convince you. In the following we will explain the next steps.
Current tax advice
(accounting, wages, tax returns)
Initial interview
We discuss the following points in particular during the first consultation appointment:
- Mandate scope
- Foundation or change of consultant
- Clarification of ongoing obligations (reporting requirements, etc.)
- Determination of the cooperation (use of tools etc.)
You are welcome to send us additional information before the first consultation appointment - such as foundation agreements, business accounting evaluations, tax returns or annual financial statements.
The first consultation appointment usually lasts 30min and is usually free of charge. If the first appointment does not lead to the assumption of an ongoing mandate, we reserve the right to charge an expense allowance of EUR 125 net.
Wir besprechen ebenfalls den Einsatz von technischen Hilfsmitteln (siehe Digitization) zur Unterstützung der produktiven und digitalen Zusammenarbeit.
Data acquisition
By law, before we can provide our service, we must identify each person. Here we provide you with an online form to collect your data. In addition, we need your information by sending an identification document (usually ID card).
Start of cooperation
After submitting the basic data, we will prepare an offer for the initial advance (not for income tax returns) for the services to be provided, which we will charge monthly in advance.
As your new tax advisor, we provide full-service consulting, such as:
- Monthly financial accounting and payroll
- Financial statements and balance sheets
- Annual tax returns
- Examination of tax assessments as well as the collection and enforcement of appeals
- General ongoing tax advice
Final settlement of the services
After the end of the service period, we settle the services, based on the object values, with crediting of the advances made. This is usually annually for accounting, quarterly or annually for wages/salaries, and otherwise upon completion of the service (annual financial statements, tax returns, etc.).
Steuer- und Gestaltungsberatung
Initial interview
We discuss the following points in particular during the first consultation appointment:
- Current issue
- Recommendations for action
- ggf. erste Lösungsansätze
- Further procedure and necessary steps
The first consultation usually lasts one hour and is charged at the usual hourly rates (EUR 200 net). Should the first appointment only serve to get to know each other for the purpose of taking over the ongoing tax consultancy, it is of course free of charge.
Data acquisition
By law, before we can provide our service, we must identify each person. Here we provide you with an online form to collect your data. In addition, we need your information by sending an identification document (usually ID card).
Research and consulting phase
Subsequently, we analyze your situation and develop a concept and/or solution approaches for you. This requires, for example, the following activities:
- Expert examination of the planned corporate structure
- Preparation and enforcement of requests for binding information
- Creation of conversion documentation
- Expert examination on tax issues
- Coordination with the tax authorities, external consultants and notary's office
- Further consulting appointments with clients, business partners and family members
Implementation phase (optional)
If desired, we will assist you in implementing the measures for tax optimization or solution.
Long-term tax support (optional)
Long-term cooperation may result from the consultation. With a long-term tax support our clients secure a proactive consulting and important new structuring opportunities. By taking over the ongoing tax advice, you as a client will have a permanent contact person in our firm and will benefit in the long term from our specialized tax knowledge in corporate tax law and international tax law.
As your new tax advisor, we provide full-service consulting, such as:
- Monthly financial accounting and payroll
- Financial statements and balance sheets
- Annual tax returns
- Examination of tax assessments as well as the collection and enforcement of appeals
- General ongoing tax advice
Get started now and schedule a consultation with us.
You are welcome to enter your data here
We are looking forward to your inquiry
Make an appointment for an initial consultation