Services for Expatriates

General advice

• Initial Consultations upon the tax and social security impact of the expatriation.
• International tax planning (income tax, inheritance tax, VAT/Customs duty etc.)
• Hypothetical tax calculations and other simulations
• Clarification of personal tax status and obligations with tax authorities
• Registration support with local institutions
• Wage tax withholdings / Capital tax withholdings
• Applications for exemption from wage tax withholding according to tax treaties
• Applications for reduction/cancellation of the monthly wage tax withholdings
• Applications for upfront exemption from capital tax withholdings
• Application for refund of withheld capital taxes according to tax treaties

Social security

• Arrangement for E101 and other certificates of coverage
• Application for refund of paid social security contributions
• Child benefit (Kindergeld) and parental benefit (Elterngeld) applications

Personal tax returns

• Income tax returns for residents and non-residents
• Tax returns for determination of joint income
• VAT monthly report / VAT annual tax returns
• Inheritance and gift tax returns

Procedural support

• Tax office queries to tax returns and other tax affairs
• Negotiation of binding agreements and rulings with German tax authorities
• Verification of tax assessment notices
• Filing of appeals with the tax authorities and representation in tax court lawsuits
• Tax audits assistance
• Support in tax evasion procedures