Services
We prepare your income tax return and advise you year-round on wage and income tax issues – within the scope of the statutory advisory authority for tax assistance associations (§ 4 No. 11 StBerG).
Core Services for Members
- Preparation of tax return:Complete handling of your income tax return by experts.
- Individual advice:Year-round advice on all wage tax questions (e.g. choice of tax class, income-related expenses, child benefit).
- Assessment review:Thorough check of the tax assessment upon receipt from the tax office.
- Legal protection:Filing appeals for errors by the tax office and, if necessary, representation before the tax court.
- Applications & Subsidies:Support with applications for wage tax reduction, child benefit, or housing premium.
Note on advisory authority according to § 4 No. 11 Tax Consultancy Act (StBerG)
Tax assistance associations may only provide these services within a membership and exclusively for persons with non-self-employed income (employees, retirees, pensioners). Advice is legally excluded in the case of income from commercial operations, self-employment, or agriculture and forestry.
We prepare your income tax return and advise you year-round on wage and income tax issues – within the scope of the statutory advisory authority for tax assistance associations (§ 4 No. 11 StBerG). This includes, among others, income from employees, civil servants, and pensions/retirement benefits, as well as typical life situations such as family, commuting, education, and retirement.
Preparation of the income tax return
Incl. electronic transmission to the tax office.
Assessment review & appeal
We check every assessment and file an appeal if necessary.
Year-round advice
Allowances, tax classes, receipts, deadlines - we are there for you.
Family & Life
Children, care, alimony, nursing, disability – we know the possibilities.
Work & Commuting
Income-related expenses, home office, moving – optimize your tax burden.
Retirement & Provision
Pension taxation, retirement provision expenses – we advise you.
Capital & Assets
Within the permitted framework, e.g. flat rate withholding tax.
Important note strictly limiting services
No advice provided for commercial/self-employed income or Value Added Tax (VAT); rental income only within permitted limits. You can find more details on our Membership page.