Every VITA is unique – we provide innovative and personalized advice. We assist with questions related to personal taxes. Support with topics such as income from employment, real estate, and capital income. From preparing the income tax return to handling communication with the tax authorities. Trusted guidance on sensitive matters such as succession planning, asset transfer, inheritance, and gift tax, as well as the preparation of relevant returns.
SERVICES
TAX RETURNS
Preparation of tax returns with various sources of income and advisory & assistance with self-preparation
COMPREHENSIVE ADVISORY
Individual analysis of potential tax benefits: separate or joint assessment, tax classes, deduction of work-related expenses (e.g., dual household, home office, relocation, continuing education costs). Tax advisory on the acquisition, rental/owner-occupation, and sale of real estate, as well as on the topic of severance payments
INHERITANCE AND GIFT TAX
Succession planning and asset transfers (inheritance cases, gifts). Valuation of existing assets (real estate, business assets, financial assets, etc.). Tax optimization of asset structure with regard to future inheritance/gift tax liabilities. Preparation of inheritance and gift tax returns.
Communication and representation before tax authorities
Review of tax assessments and assistance with requests for extensions, objections, and reductions of advance tax payments. For a worry-free tax process, we handle all communication with the tax office
