Our services as an income-tax assistance association
We take the entire tax return off your hands – fast, correct and reliable. All services are included in your membership fee.
Our services in detail
Preparation of your income tax return
In a personal consultation we clarify all key details. We then prepare your return carefully and in accordance with applicable tax law. – Learn moreAdvice & draft with pre-calculation
You receive a draft of your return including a pre-calculation and can check all details before we submit to the tax office. – Learn moreSubmission & assessment review
After your approval we transmit the return electronically to the tax office and then thoroughly check the assessment for accuracy. – Learn moreAppeal & representation
In case of discrepancies we handle the appeal procedure and, if needed, represent your interests before the tax courts. – Learn moreAdvice in English
Berlin is international – on request we also advise you in English, especially at our Tempelhof office. – Learn moreFlexible & digital advice
On-site, video or phone advice, on request a home visit. Submit documents conveniently via a secure, encrypted system. – Learn more
We also advise you on household-related services, Riester pensions, the housing construction premium, tax-class choice, child benefit, the saver allowance, income-tax reduction and final withholding tax, among others.
Who may we advise?
As an income-tax assistance association we may advise within legally defined limits. Here you can find out whether this applies to you.
The simple rule of thumb
Are you an employee, civil servant, pensioner or student – perhaps with additional income from renting and leasing or capital assets? Then, as a private landlord or investor, we may advise you comprehensively on your income tax return within a membership.
Our advisory scope covers:
- Main income: income from employment, salaries, benefits, pensions and maintenance.
- Secondary income without limits: we handle additional income as a private landlord of real estate, from capital assets (interest, dividends, shares) and from private sale transactions for you without any upper limit.
When we are not legally allowed to advise (the fine print):
we may not provide advice if you earn regular profit income – for example from self-employment, commercial property trading or agriculture and forestry. Income subject to VAT (such as with commercial properties or certain photovoltaic systems) also rules out advice.
The exception:
secondary income from instructor activities (up to €3,000) or a voluntary office (up to €840) is entirely harmless. As long as it stays within the statutory allowances, we may advise you without restriction.
Detailed advisory authority
We are legally authorised to advise you if you earn income from employment (wages, salary) or other income under § 22 EStG. This includes, among others:
- Pensions and retirement benefits
- Maintenance payments
- Benefits from statutory, occupational or private old-age provision contracts (e.g. Riester or Rürup/basis pensions)
Additional secondary income without limits
We handle additional income from renting and leasing, capital assets (such as interest and dividends) and private sale transactions (e.g. sales of property or securities) for you entirely without limits. Rigid upper thresholds no longer apply to income-tax assistance associations in these areas.
Scope of our tax assistance
Within a membership, our statutory advisory authority covers the complete preparation of your income tax return as well as the assessment of all surcharge taxes (such as the solidarity surcharge or church tax). Where legally permitted, we also support you with:
- Childcare costs and family benefit equalisation (child benefit / child allowance)
- Household-related services and employment as well as tradesperson services (§ 35a EStG)
- Applications for the housing construction premium and employee savings allowances
- The tax treatment of old-age provision contributions and the allowance favourability check („Riester pension“)
Also when unemployed
Members who have become unemployed may continue to receive our advice (§ 4 No. 11 sentence 4 StBerG).
Tax return still on your list?
Arrange a personal, no-obligation first appointment – by phone or e-mail.