Tax consultancy

Personal, interdisciplinary, worldwide.

Take advantage of structuring options with us on your side.

The complexity and regulatory depth of German Tax Law is enormous. We help you to optimize your tax burden. In doing so, we never leave the safe ground of the legal requirements and always adapt to current changes. HLB AUGSBURG achieves this for you with know-how, great personal commitment, highly motivated employees and a strong network.

Many years of advice through personal contact

Ongoing tax advice is just as much a part of our broad range of services as the basic financial and payroll accounting services and various special services.

Over 40 years of experience

Consulting over several generations

Our tax consulting at a glance

Accounting and preparation of annual financial statements
  • Wages and salaries
  • Financial Accounting
  • Preparation of annual financial statements according to commercial and tax law as well as international standards
  • Preparation of consolidated annual financial statements according to HGB
  • Preparation of profit calculations according to § 4 para. 3 EStG
Continuous tax consulting
  • Preparation of business and private tax returns
  • General ongoing tax advice
  • Publication of annual financial statements
  • Tax planning
Structuring advisory
  • Structuring advice in all areas of corporate tax law
  • Choice of legal form
  • Company transformations and restructuring
  • Tax optimization of company acquisitions and sales
Company tax law
  • Income and transfer taxes of companies
  • Choice of legal form
  • Intercompany agreements
  • Restructuring / Transformation/Transaction advisory
  • Tax groups, company splits, company leases
  • Financing, sub-participations, silent partnerships, usufruct
  • Taxation of entrepreneurial capital investments
  • Tax loss utilization
  • Enterprise revitalization and liquidation
  • Support in tax audits
  • Representation to tax offices and tax courts

Inheritance and gift tax
  • Inheritance and income tax planning and optimization of corporate and asset succession
  • Lifetime transfers, gifts and anticipated succession
  • Optimization of the asset structure for pending gifts or in preparation for a succession under inheritance law
  • Inheritance and corporate law design of succession, wills, inheritance contracts, waiver of compulsory portion, etc.
  • Foundation solutions
  • Preparation of inheritance/gift tax returns including valuations
  • Support with tax audits
  • Extrajudicial and judicial appeal proceedings

Value added tax law
  • Preparation of input tax returns and VAT returns
  • Advice on questions regarding the VAT treatment of national and international matters (if necessary by involving HLB)
  • Review of existing sales tax processes
  • VAT optimization of existing trade and service relationships
  • Support in fulfilling sales tax return obligations, also abroad

International tax law, transfer pricing
  • Taxation of cross-border transactions (inbound and outbound)
  • International tax structuring and tax optimization
  • Transfer pricing and transfer price structuring
  • Avoidance of the relocation of business functions
  • Preparation of transfer pricing documentation
  • CFC Taxation
  • International taxation of employees
  • Exit taxation of individuals and companies 
  • International Inheritance Taxation
  • Coordination with foreign tax experts
  • Support in the tax audit of foreign relations

Mergers & Aquisitions
  • Confidentiality Agreement and Letter of Intent
  • Valuation of the company
  • Tax-optimized structuring of the purchase or sale
  • Financial Due Diligence, audit of the target company with respect to profitability, accounting and further economical issues
  • Tax due diligence, examination of the tax risks of the target company
  • Legal due diligence, examination of the legal situation and legal relationships of the target company
  • Drafting and negotiation of the sales contract
  • Integration of the company into the buyers company structure
  • Monitoring and enforcement of your rights

Real estate and taxes
  • Sale and acquisition of real estate: income tax, land transfer tax, value added tax
  • Holding and management of real estate: depreciation, rental income, property tax, etc.
  • Real estate owned by companies (partnerships and corporations)
  • Real estate as apart of estate: Legal considerations
  • Inheritance tax and gift tax: tax incentives and valuation of real estate
  • Tax structuring in connection with the usufruct of real estate

Restructuring
  • National and international reorganizations
  • Design and optimization of the legal forms of companies and groups of companies
  • Mergers, demergers, spin-offs, changes of form, transfer of assets
  • Drafting of contracts and coordination with notaries and registers
  • Efficient project management and support through all phases of the restructuring

Public sector
  • Private equity management (shareholders, organs, committees), establishmernt, ongoing management, liquidation, purchase and sale
  • Privatization and reprivatization of public tasks, contract drafting, restructuring
  • Identification and structuring of commercial businesses; tax recognition of permanently loss-making activities, tax unity across entities
  • VAT, etc.

Non-profit organization law
  • Advice and support in the establishment of non-profit corporations (choice of legal form, draft statutes, coordination with the tax authorities)
  • Restructuring of non-profit organizations
  • Issues in the day-to-day management of non-profit organizations
  • Support with external audits
Foundations
  • Advice and support in the planning and establishment of a foundation
  • Draft of the foundation stat
  • Questions concerning the day-to-day administration
  • Advice on changes in the foundation
  • Coordination with the foundation supervisory authority and the financial administration