Tax advice for small businesses
We support GmbHs, UGs and partnerships from ongoing bookkeeping through payroll and tax returns to annual financial statements including disclosure.
Legal form
Two paths, one bookkeeping obligation
Registration in the commercial register triggers double-entry bookkeeping – and with it the balance sheet, notes, the company's tax returns and, for corporations, disclosure.
GmbH and UG
- Balance sheet, profit and loss statement and notes under the German Commercial Code (HGB)
- Corporation tax, trade tax and solidarity surcharge at the company level
- Managing director's contract and benefits are reviewed for tax purposes
- Disclosure of the financial statements in the company register is mandatory
- Hidden profit distributions can become costly
GbR, OHG and KG
- No corporation tax: profits are allocated to the partners
- Generally no disclosure obligation
- Partner accounts make withdrawals and contributions traceable
- Separate income allocation return in addition to personal tax returns
- Special business assets and supplementary balance sheets increase the workload
Our support
Four areas from a single source
Bookkeeping, payroll, tax returns and financial statements work together seamlessly with us: your figures are recorded once and carry through the entire year.
Financial statements and disclosure
Annual financial statements under the HGB with balance sheet, profit and loss statement and notes. We also handle the disclosure in the company register for you.
Corporation and trade tax
Company tax returns, review of advance payments and reconciliation of assessments – plus the income allocation return for partnerships.
Payroll for your team
Monthly payroll for employees, mini-jobs and the managing director, including notifications to health insurers and the tax office.
Bookkeeping with reporting
Ongoing financial accounting, advance VAT returns and a report that shows where the year stands – not just at the year-end close.
Figures, before they become history
If you only find out in October how the previous year went, there's nothing left to steer. We book continuously and discuss the figures while the financial year is still open.
View processProcess
Your company's tax year
At a GmbH, a UG (haftungsbeschränkt) or a GbR, bookkeeping, payroll and financial statements don't run side by side – they build on one another.
That's why we work in a fixed annual rhythm with recurring deadlines: you know when we need which documents, and we get in touch before any deadline becomes tight.
You submit outgoing and incoming invoices as well as bank statements digitally, we post them on an ongoing basis and prepare the advance VAT return. You then receive a trial balance: a list of all accounts showing revenue, costs and the provisional result for the month.
Before the payroll deadline, you notify us of any changes regarding new hires, departures, time accounts, sick days or benefits in kind. We run the payroll, submit contribution statements to the health insurance funds and the payroll tax return to the tax office, and provide you with the payroll journals.
We look at the current year's result and discuss points that can no longer be changed later: managing director remuneration, planned investments, outstanding receivables and the amount of tax prepayments.
We review inventory, receivables, payables, accruals and provisions, reconcile the accounts, and prepare the annual financial statements comprising the balance sheet, profit and loss statement and, where required, notes.
We go through the financial statements with you before anything is submitted. We then file the company's tax returns and arrange for publication in the company register, if your legal form requires this.
Documents
What you need to prepare
The more complete the documents you provide, the fewer follow-up questions arise – and the more accurate the interim status we send back. The two lists below show what we need on an ongoing basis and what is added once a year.
Every month
- Outgoing invoices, consecutively numbered
- Incoming invoices and receipts for cash payments
- Bank statements for all business accounts, including credit cards and payment service providers
- Cash book or cash report, if you take in cash
- Loan and leasing statements in case of changes
- Personnel notifications: starters, leavers, hours, absences
Once, at year-end
- Inventory list as of the balance sheet date, with quantities and valuation
- Open items: unpaid customer and supplier invoices
- Annual certificates from banks and loan balances
- Shareholder resolutions, contract amendments, transfers of shares
- Contracts with shareholder-managing directors, including bonuses and company car use
- Notices from the tax office received during the year
What the workload depends on
Ready for a tax firm by your side?
In the initial consultation, we'll clarify what support for your business could look like.