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Get in touch with us.
We are here for you.

+49 (0) 2402 709 50 40
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Tailored, comprehensive advice for private individuals

Whether for yourself, your family or your own business, tax is a constant factor in many areas of life. Our tax consultants are here to offer reliable support, giving you the information you need to make the right financial decisions wherever you are in life. With a combination of expertise and empathy, we guide you through the risks and opportunities that arise from your specific situation. When doing so, we never lose sight of your personal circumstances, your financial resources or your risk appetite. After all, a solution that may be best from a tax perspective may not match your own goals and wishes.

Our services for private individuals

Asset transfer, gifting & inheritance

Whether you want to plan your inheritance, pass on assets within the family or transfer them to your spouse, we are here to support you with expertise and empathy.

Asset transfer and gifting: Allowance optimisation to reduce your tax burden
Property sales and speculation tax: Support in tax planning and optimisation, including for commercial property trading, as well as advice on the taxation of private transactions and land transfers
Inheritance tax: Notification of heirs and beneficiaries, preparation of the estate inventory and inheritance tax return
Divorce and separation: Tax advice during separations and the division of assets

Changing property uses

From conversions to modernisations, we provide professional support when changing the use of your property.

Change of use: Advice for changing from own to third-party use, or from residential to commercial use
Construction projects: Support in tax matters related to conversions, extensions, modernisations and new constructions
Energy refurbishments and solar panels: Consideration of tax relief and incentives for sustainable investments
Assessed value declarations: Advice and support when preparing declarations (transitional)
Property tax returns: Expert support when submitting property tax returns

Everyday tax advice

Wealth creation & financing consulting

We help you plan and structure your wealth creation in a way that is right for you. Together, we analyse offers from wealth advisers, brokers and banks, assess how they impact your tax burden, and help you choose the best investments for you.

Bank finance: Advice on calculating ROI and financial statements
Loan finance optimisation: Consideration of tax factors to help you make the right choice for the long term
Company form: Helping you choose the right business form for your needs
Financial support and renewable energy:Advice on financial support and tax incentives for solar panels, for example
Property valuation: Preparation of property valuation declarations for purchase and transfer, as well as for property tax purposes
Property tax assessment notices: We provide expert support to guide you through the new legal framework

Constantly focused on your goals

We begin every consultation by getting a concrete picture of your life and circumstances. We understand how difficult it can be to balance financial security with tax planning, and can help you find the best way forward. We work based on the following principles:

Empathetic guidance:

We guide you through decision-making processes, particularly when they affect your family, to help you find the best solution for the long term.

Time and patience:

When it comes to tax and money, making the right decision takes time. We give you all the space you need to reflect on your options.

Ideas and perspectives:

As well as tax aspects, we provide additional input that can help you make the right decision.

What makes us the right partner for private individuals?

With our many years of experience in supporting private individuals, families, family businesses and private companies, we can offer comprehensive advice that you can rely on. We work closely together with lawyers, notaries, executors and estate administrators, and can ensure comprehensive client protection when collaborating with our fellow tax professionals.

You can put your trust in our expertise and our ability to guide you through even complex family and financial situations with clarity and understanding.