Business field 02 · Tax consulting & Tax Compliance

Audit-proof. Reliable.
In person.

Tax consulting at the standard required by a €1.4 billion portfolio – provided by licensed professionals according to the StBerG. Annual financial statements from 2.500 €, Financial accounting from €299/month.

Inquire directly · Callback within 15 min
DATEV-certified partner
Member of the Chamber of Tax Advisors
20+ years of practical experience
Licensed professionals (StBerG)
Clients in 20+ countries
GDPR-compliant
§

Tax consulting services provided by licensed professionals

The tax consulting services within the TABAK network are provided by the TABAK Tax Consulting – with licensed professionals according to the Tax Consulting Act (StBerG). This connects TABAK Consulting's breadth as a multidisciplinary service provider with the professional security of an independent tax firm. One address. All disciplines. Full professional competence.

Law firm website & direct contact: steuerberater-tabak.com

— Client relationship

Tax consulting is a matter of trust.

Those who work with us do not just hand over documents — but rather the key data of their entrepreneurial and private realities. This requires a relationship that lasts longer than a single mandate year.

Our client relationships last on average over 12+ years. That is the most honest metric we know about ourselves.

— Overview of services

Tax consulting,
that stands the test of time.

Whether ongoing financial accounting, annual financial statements according to HGB, or complex international tax planning for holding structures – TABAK Tax Consulting covers the entire spectrum. For entrepreneurs, investors, and freelancers who need an advisor who not only knows the numbers but also understands the underlying structure.

The close integration with other disciplines of TABAK Consulting – Holdings, Real Estate, IT – makes the difference: tax optimization approaches do not arise in silos, but in the interplay of all relevant fields. Short paths. Clear responsibilities. Reliable results.

With over 20 years of practical experience and an international client base in more than 20 countries, TABAK Tax Consulting possesses the depth required for cross-border mandates.

Core services at a glance
01
Annual financial statements according to HGB Balance sheet, income statement, and annex for GmbH, UG, AG, and partnerships – timely, audit-proof, DATEV standard. Starting from €2,500 for GmbH.
02
Ongoing financial accounting Digital document processing via DATEV, monthly BWA, VAT advance return. Starting from €299/month.
03
International tax planning Transfer pricing, exit taxation, cross-border holding optimization – for clients in over 20 countries.
04
Support during tax audits Preparation, accompaniment, and follow-up of tax audits. Hourly rate starting from €350/hour.
05
Payroll accounting Timely payroll accounting including wage tax registration and social security notifications. Starting from €39/employee/month.
06
Tax structuring for holdings § 8b KStG, transformation tax law, exit optimization, and tax design for holding and group structures.
— Specializations

Where we go particularly
deep.

A

Corporate tax law

Corporate tax, trade tax, transformation tax according to UmwStG – structured and permanently optimized for GmbH, holding, and group. Specifically: § 8b KStG-compliant distribution planning for investment holdings.

B

Inheritance & gift tax

Succession planning with a tax perspective: transfer of business assets, real estate, and investments. Utilization of business asset exemptions (§§ 13a, 13b ErbStG) and usufruct arrangements.

C

Value Added Tax & VAT

National and EU-wide VAT compliance, OSS registration, input tax refund, and cross-border service relationships. Particularly relevant for real estate and holding structures with VAT options.

D

Real Estate Tax Law

Real estate transfer tax optimization (§ 1 GrEStG share deals), tax structuring for buying and selling, depreciation strategies for existing properties, and tax contributions to real estate GmbHs.

E

Transfer pricing & CbCR

Master File, Local File, and Country-by-Country Reporting for corporate structures – fully documented, audit-ready, and legally secure according to OECD guidelines and BEPS minimum standards.

F

Digital Tax Consultancy

Fully digital workflow via DATEV Unternehmen online – documents, reports, and reconciliations accessible at any time. No paper. No media disruption. Full transparency around the clock.

— Holding Tax Optimization

Why tax and structure
belong together.

A holding structure without tax optimization is like a sports car with winter tires: the technology is right, but the potential remains untapped. TABAK combines both from a single source.

§ 8b KStG – Tax-free dividends

Distributions from subsidiaries to the holding are 95% exempt from corporate and trade tax. With a profit of €300,000: only about €1,500 instead of up to €30,000 in tax burden.

§ 8b Abs. 2 KStG – Sale of shares

Profits from the sale of shares held by a holding are also 95% tax-free. Ideal for exit scenarios and portfolio adjustments.

Transformation Tax Law

Contribution of business assets at book values according to §§ 20, 21 UmwStG – without immediate tax burden. Blocking period calculation and succession planning included.

Retained earnings benefit

For partnerships: Retained earnings are taxed at only 28.25% (§ 34a EStG) – instead of the personal top tax rate of 45%.

Loss offsetting

Consolidated profit and loss offsetting within the corporate group – TABAK designs group structures that are audit-proof and compliant with documentation requirements.

Trade tax optimization

Trade tax reductions (§ 9 GewStG) for real estate income and capital gains – significantly reduces the effective tax burden at the holding level.

Tax burden comparison: With vs. without holding

Example calculation · €300,000 annual profit of the operating GmbH

Without holding optimization
Profit300.000 €
Corporate tax + trade tax (approx. 30%)90.000 €
Distribution + withholding tax45.000 €
Remaining net165.000 €
With optimized holding structure
Profit300.000 €
Corporate tax + trade tax (GmbH level)90.000 €
Holding dividend (§ 8b KStG)approx. €1,500
Remaining for reinvestment208.500 €

Simplified example calculation without guarantee. Tax consulting does not replace individual advice.

— International tax planning

Cross-border.
Legally secure.

TABAK Tax Consulting serves clients in over 20 countries – from the German holding structure with foreign subsidiaries to cross-border real estate investments.

What international tax planning means

Entrepreneurs operating internationally face a complexity that national tax advisors quickly find overwhelming: application of double taxation agreements, income inclusion taxation under § 7 AStG, exit taxation under § 6 AStG, ATAD compliance, and transfer pricing documentation according to BEPS standards.

TABAK Tax Consulting understands these requirements in practice: for family offices with foreign investments, for entrepreneurs relocating their residence abroad, and for holdings operating foreign subsidiaries under substance requirements.

International consulting areas
01
Application of double taxation agreements & withholding tax Optimal use of double taxation agreements, reduction of withholding tax, and avoidance of treaty shopping.
02
Exit taxation § 6 AStG Tax planning before relocating residence abroad – with deferral options and exit timing strategies.
03
Transfer pricing (TP) Master File, Local File, and CbCR for groups – legally secure and audit-ready according to OECD-BEPS.
04
ATAD compliance Ensuring substance requirements for foreign holding companies in accordance with the EU Anti-Tax-Avoidance Directive.
— Digital law firm

DATEV standard.
Fully digital.

No folders. No postal service. No waiting. TABAK Tax Consulting operates entirely digitally via DATEV Unternehmen online – with real-time access for clients.

DATEV companies online

Upload, share, and verify documents in real-time – around the clock, from any device. Fully compliant with GoBD.

Monthly BWA

Business evaluation by mid of the following month – not just after the annual financial statement. Decisions based on current figures.

Digital document management

Audit-proof archiving of all documents in DATEV DMS – 10-year retention without paper archive.

Interfaces & ERP integration

Connection to SAGE, Lexware, Shopify, WooCommerce, and SAP via DATEV interface – no manual double entry.

Client Portal

Secure online portal for documents, communication, and status updates – fully GDPR compliant.

Electronic tax returns

ELSTER-compliant submission of all tax returns – corporate tax, trade tax, VAT, income tax.

— Strategic added value

What tax consulting really delivers,
when it is worth its money.

Most clients think of 'tax consulting' as annual financial statements and tax returns. That is the obligation. The real value lies beyond that — and that is where it is determined whether tax consulting is a cost item or a profit lever.

— 01

Planning security over a 3-year horizon.

Every structural decision — founding a company, selling shares, purchasing real estate — has tax implications, which only become visible after 18 to 36 months. We calculate in advance what will happen later.

— 02

Tax audits as a practice, not as a risk.

A tax audit costs unfiltered between €15,000 and €80,000 in back payments plus interest. With clean documentation and prepared answers, the audit is a routine obligation — not the nightmare it is for others.

— 03

Holding optimization in ongoing operations.

Even if you do not have a holding: § 6 UmwStG opens up tax-neutral restructurings. Retrospective contribution up to 8 months into the tax year — if you know it and act in time.

— 04

International matters without friction.

Transfer pricing, permanent establishment issues, application of double taxation agreements. Those who deal with the family doctor here pay more. We coordinate with international partner law firms in over 20 countries — without changing clients.

— 05

Bankability of your figures.

Banks finance based on your tax balance sheets. Professional tax consulting ensures that these figures are presented in a creditworthy manner. to be — without cheating. Balance sheet policy is legal and makes the difference.

— 06

Family transfer without tax breach.

Inheritance and gift tax is the most expensive tax one can pay 'just like that'. §§ 13a/13b ErbStG offer 85% exemption — but only for structures that were built at least 5 years prior.

For operationally successful entrepreneurs: The difference between good and excellent tax consulting is not the hourly rates — but whether your advisor thinks five years ahead or merely documents taxes retrospectively.

— Fee configurator

Your mandate.
Calculated transparently.

Fees according to Tax Consultant Remuneration Regulation (StBVV) — depending on the legal form and revenue size of your company. Choose your services, the fee indication updates live.

Legal form of your company
Annual revenue (indication for StBVV)

Your contact details

So that we can personally call you back and send you your binding fee offer.

Thank you — we will call you back.

Your mandate request has been received. You will be personally called back within 15 minutes. Outside business hours (Mon–Fri 8–6 PM) the next working day morning.

— Transparent fees

What tax consulting
costs at TABAK.

Fees according to StBVV – transparent and communicated in advance. No surprises. Fixed monthly fees or based on effort – depending on the service package.

299 €
/ month · plus VAT · from 50 documents

Ongoing bookkeeping

For small GmbHs and UGs with manageable document volume

  • Financial accounting via DATEV
  • Monthly BWA
  • VAT advance return
  • Digital document processing
  • Client portal access
Inquiries
39 €
/ employee / month · plus VAT.

Payroll

Complete payroll for all employees

  • Monthly payroll accounting
  • Income tax registration
  • Social security notifications
  • Certificates & notifications
  • Digital payroll file
Inquiries
Service Price Unit
Annual financial statement UG from 1,200 € plus VAT.
Annual financial statement GmbH from 2,500 € plus VAT.
Annual Financial Statement AG from 4,500 € plus VAT.
Ongoing financial accounting from €299/month plus VAT.
Payroll from €39/employee/month plus VAT.
Support during tax audits from €350/hour plus VAT.
Tax Return (Individual/GmbH) from €750 plus VAT.

All prices are net plus statutory VAT. Individual offers for holding structures and corporations available upon request. Billing according to StBVV.

— Professional and Managing Director

Expertise with
Names and Faces.

Fatma Tabak Özkul – Steuerberaterin, Geschäftsführerin TABAK Consulting GmbH
— Tax Consultant · Managing Director

Fatma Tabak Özkul

Diploma Tax Advisor · Managing Director TABAK Consulting GmbH · Founder TABAK Tax Consulting

Fatma Tabak Özkul is a licensed tax consultant and founder of TABAK Tax Consulting as well as Managing Director of TABAK Consulting GmbH. With over 20 years of practical experience in national and international tax matters, she represents the connection between deep tax law expertise and entrepreneurial foresight.

Her focus is on cross-border tax structures, holding optimization, company formations, and strategic tax planning for investors and family offices. As a professional in the sense of the StBerG, she personally oversees the tax consulting services of the entire TABAK network.

  • Licensed Tax Consultant (StBerG) – Member of the Tax Consultant Chamber
  • 20+ years of national and international tax practice
  • Specialization: Holdings, International Tax Law, Family Offices
  • DATEV-certified user and practice software expert
  • Founder & Owner TABAK Tax Consultancy, Mannheim
To the firm profile at steuerberater-tabak.com
— Frequently Asked Questions

What clients
want to know.

Who provides the tax consulting services – and is it legally secure?

Yes, completely. All tax consulting services are provided by TABAK Tax Consulting – with licensed professionals according to the Tax Consulting Act (StBerG). The professional is Fatma Tabak Özkul, licensed tax consultant and member of the Tax Consultant Chamber. TABAK Consulting GmbH provides the entrepreneurial and structural consulting services.

What does an annual financial statement for my GmbH cost?

An annual financial statement for a GmbH (balance sheet, income statement, notes, corporate and trade tax return) starts from €2,500 net. The exact price depends on document volume, complexity, and any consolidation requirements for holding structures. UG statements from €1,200, AG statements from €4,500.

Can TABAK also take over my ongoing bookkeeping?

Yes. The monthly financial accounting via DATEV Unternehmen online starts at €299 net per month – including BWA, VAT advance notification, and digital receipt workflow. You upload receipts, we process and verify – without paper, without media disruption.

Do you offer international tax consulting – for example, for a holding company with foreign subsidiaries?

Yes, that is one of our core areas. TABAK Steuerberatung advises clients in over 20 countries: application of double taxation agreements, exit taxation, transfer pricing documentation (Master File, Local File, CbCR), ATAD compliance, and cross-border holding optimization. Please contact us directly.

How does TABAK differ from a regular tax consultancy?

TABAK Steuerberatung is embedded as a specialized tax consultancy within the overall offering of TABAK Consulting. This means: tax design ideas arise in direct exchange with the holding and real estate team – not in isolation. When a restructuring of holdings has tax implications, all specialists are in the same house. This shortens paths, increases the quality of results, and saves clients' time.

Do you also accompany us during a tax audit?

Yes. Our professional staff fully accompanies tax audits – from the preparation of documents to the final discussion. The hourly rate for tax audit support starts at €350 net. Experience shows that professional accompaniment leads to significantly better results than unprepared self-representation.

— Start now

Tax consulting,
it remains.

Speak directly with our professional staff. Every inquiry is answered personally – within one business day.

Call E-Mail Appointment