Tax advice for self-employed professionals and freelancers
From income-expenditure accounts to income tax returns: We handle bookkeeping, advance VAT returns and tax filings for sole traders, freelancers and side businesses – and let you know in advance which documents we'll need.
Your starting point
One business, one person, many deadlines
Anyone working self-employed usually does the books in the evenings and on weekends. We take over the part that has deadlines – so your time goes into your business, not into stacks of receipts.
Sole proprietors
Trade, services, online business: you invoice yourself, have purchased goods or outside services, and need bookkeeping that holds up at year-end without rework.
Freelancers
Planning, consulting, design, healthcare professions, teaching: no trade registration, but an income-surplus statement, VAT and often fees with long payment terms.
Side businesses
Self-employment alongside employment or studies. Here it's mainly about cleanly combining wages and profit in one tax return and keeping an eye on advance payments.
Our support
Four building blocks that belong together
Profit determination, VAT, income tax and ongoing bookkeeping all interlock: what's booked during the month shows up at year-end in the income-surplus statement and from there in your tax return.
Income-surplus statement
We determine your profit under § 4 (3) EStG, allocate business expenses, maintain the fixed-asset register and file the EÜR annex with the tax return. We discuss borderline cases with you beforehand.
VAT
Advance returns monthly or quarterly, permanent extension, annual return. We check the small-business regulation, tax rates and reverse charge for services from abroad.
Income tax
One return for everything: profit from self-employment, wages, rental income, investment income. We review the assessment and file an appeal within the deadline if there are discrepancies.
Ongoing bookkeeping
Receipts digital or in a binder, bank statement reconciliation, open items. You receive a monthly or quarterly report showing profit and recommended tax reserve.
What we clarify
Questions almost every client asks
These points determine how much is left over at year-end – and they come up with sole proprietors and freelancers in practically every case.
- Small-business regulation: Is waiving VAT worthwhile, or do the missing input tax deductions cost you more than the simplified process saves? We calculate both options.
- Business expenses: Which costs are deductible, which only partially – entertainment, professional literature, work equipment, phone, training, insurance and dues.
- Advance payments: How much the tax office sets them at, when a reduction can be requested, and how much you should set aside each month for taxes.
- Home office: When a room is recognised as a home office, what the daily flat rate provides, and which records you should keep permanently.
- Vehicle: Business assets or private vehicle with mileage allowance, logbook or the one-percent rule – we compare the options against your figures.
- Invoices and receipts: What mandatory details an invoice must include so the input tax deduction holds up for both your customers and you.
No surprises in the assessment
We address borderline cases before the return leaves our office, and explain to you what a given figure is based on. If the tax office has a query, we answer it – you don't have to research it yourself.
See the processWorking together
From the initial consultation to the assessment
At the first meeting at Georgstraße 22, we clarify what you handle yourself and what we take care of. After that, support runs on a fixed rhythm.
- 1
Initial consultation
We look at your activity, your bookkeeping to date and any outstanding deadlines. You learn which services you need and which you don't – and on what basis we bill.
- 2
Handing over documents
You bring assessments, tax number, bank statements and the current year's receipts. You'll find a list under required documents.
- 3
Ongoing bookkeeping
Receipts come to us digitally or in a binder, we book them and file the VAT return on time. You receive a report showing profit and recommended tax reserve.
- 4
Profit determination and tax return
After year-end, we prepare the EÜR, VAT and income tax returns. We discuss any open points, then file the return with your approval.
- 5
Reviewing the assessment
We compare the assessment against the return, explain any discrepancies and, if needed, file an appeal within the deadline. We adjust advance payments accordingly.
Good to know
Frequently asked questions from self-employed individuals
These are the questions we hear most often when sole traders and freelancers are reorganising their accounting support. If your question isn't listed here, we'll clarify it in an initial consultation.
Ready for a tax firm by your side?
In an initial consultation, we'll clarify your situation and the next steps.