We are your partner for all matters relating to financial reporting and tax law. The starting point of our cooperation is a deep understanding of your business, your needs and your objectives. We have particularly extensive experience with investment firms, foundations and non-profit organizations. In addition, we advise high-net-worth individuals and entrepreneurs in the Rhine-Main region.
Together with you, we discuss how we can achieve your tax requirements and objectives, for example when reports, advance tax returns or annual financial statements need to be submitted and how we can ensure efficient and secure data exchange. This enables us to ensure from the outset that our services are provided in accordance with your expectations and requirements.
We also maintain close personal contact throughout our ongoing relationship: Through your dedicated contact person and an accessible tax advisor, we remain in close communication with you and are available at any time for urgent or situation-specific questions.
We do not view deadlines simply as target dates. We manage our work in such a way that not only can all reports be submitted on time, but you also have the opportunity to review important information in advance. This helps us avoid unnecessary stress – for you and for us.
We reject aggressive tax planning aimed at tax avoidance and are therefore not the right partner for such approaches. We strive for an open, constructive and cooperative relationship with the tax authorities. This does not mean that you should pay more tax than necessary. However, we are convinced that an open and honest relationship with the tax authorities pays off in the long term – and that is where we are the right partner for you.
Our services include:
- Ongoing financial accounting
- Payroll services
- Preparation of VAT advance returns
- Regulatory reporting
- Preparation of annual financial statements in accordance with HGB and IFRS, income-surplus statements and tax balance sheets
- Preparation and filing of all relevant tax returns (income tax, corporate income tax, trade tax, VAT, gift tax, etc.) and subsequent review of tax assessments
- Support with applications, including applications for government assistance, and support during external audits (annual financial statement audits, pension insurance audits, special audits, tax field audits, etc.)
Financial Services Firms:
As a financial services institution or credit institution, you are subject to national supervision by BaFin and are required to report key figures to the German Bundesbank on a monthly or quarterly basis. Annual financial statements must be prepared in accordance with the regulations applicable to large companies and are subject to an audit by an external auditor. VAT treatment also involves specific requirements due to the fact that financial services may be partly VAT-exempt and partly subject to VAT.
Our clients include investment firms of all sizes and business models.
Our services include:
- Support with applications for obtaining or extending a license under the German Banking Act (KWG)
- Preparation of annual financial statements, taking into account the specific requirements applicable to credit institutions and financial services institutions under HGB and RechKredV
- Preparation of interim financial statements in accordance with RechKredV
- Support with or complete management of regulatory reporting, including compliance with notification and reporting obligations under IFR/IFD
- Support with or complete outsourcing of the Internal Audit or Compliance function
- Support with or complete outsourcing of the activities of the Anti-Money Laundering Officer pursuant to the German Money Laundering Act (GwG), as well as the IT Security Officer function
Foundations:
In addition to companies in the financial sector, we also advise foundations and other non-profit organizations. Based on our experience, these organizations often face similar questions involving financial mathematics or capital markets law, on which we also advise our clients in the financial sector. These include, for example, questions relating to asset allocation and, where applicable, asset-liability management.
Our services include:
- Ongoing financial accounting
- Payroll services
- Preparation of VAT advance returns
- Preparation of annual financial statements and tax balance sheets
- Preparation and filing of all relevant tax returns (income tax, corporate income tax, trade tax, VAT) and subsequent review of tax assessments
- Support with applications, including applications for government assistance, and support during external audits (annual financial statement audits, pension insurance audits, special audits, tax field audits, etc.)
For larger foundations and other non-profit organizations, we also provide audit-related advisory services, particularly in connection with questions regarding the valuation and regulatory treatment of investments.
Through our sister company BRAUS BERATUNG+REVISION Wirtschaftsprüfungsgesellschaft, we also offer annual financial statement audits and, where required, audits pursuant to Section 53 of the German Act on Budgetary Principles (HGrG).