From ongoing bookkeeping and HGB annual financial statements to complex international tax planning for holding structures – TABAK Steuerberatung covers the full spectrum. For entrepreneurs, investors and professionals who need an advisor who not only knows the numbers, but understands the structure behind them.
The close integration with TABAK Consulting's other disciplines – holdings, real estate, IT – makes the difference: tax optimisation strategies are developed not in a silo, but through the interplay of every relevant field. Short lines of communication. Clear responsibilities. Results that hold up.
With more than 20 years of practice experience and an international client base spanning more than 20 countries, TABAK Steuerberatung has the depth that cross-border mandates demand.
Corporation tax, trade tax, reorganisation tax under the UmwStG – structured and permanently optimised for GmbHs, holdings and groups. Our speciality: § 8b KStG-compliant distribution planning for investment holdings.
Succession planning with tax foresight: transfers of business assets, real estate and shareholdings. Full use of business asset reliefs (§§ 13a, 13b ErbStG) and usufruct arrangements.
National and EU-wide VAT compliance, OSS registration, input VAT refunds and cross-border supply relationships. Particularly for real estate and holding structures with VAT elections.
Real estate transfer tax optimisation (§ 1 GrEStG share deals), tax structuring for acquisitions and disposals, depreciation strategies for existing properties and tax-efficient contributions into real estate GmbHs.
Master File, Local File and Country-by-Country Reporting for group structures – fully documented, audit-ready and legally robust under OECD guidelines and BEPS minimum standards.
Fully digital workflow via DATEV Unternehmen online – documents, reports and reconciliations accessible at any time. No paper. No media breaks. Full transparency, around the clock.
A holding structure without tax optimisation is like a sports car on winter tyres: the engineering is right, but the potential goes unused. TABAK combines both from a single source.
Distributions from subsidiaries to the holding company are 95% exempt from corporation and trade tax. On €300,000 of profit: only around €1,500 instead of up to €30,000 in tax.
Gains from the sale of company shares held by a holding are likewise 95% tax-free. Ideal for exit scenarios and portfolio streamlining.
Contribution of business assets at book value under §§ 20, 21 UmwStG – with no immediate tax charge. Lock-up period calculation and succession planning included.
For partnerships: retained profits are taxed at only 28.25% (§ 34a EStG) – instead of the personal top rate of 45%.
Profit and loss pooling within the group via fiscal unity (Organschaft) – TABAK structures Organschaft arrangements to be audit-proof and fully documented.
Trade tax reductions (§ 9 GewStG) for real estate income and shareholding gains – substantially lowering the effective tax burden at holding level.
Illustrative calculation · €300,000 annual profit of the operating GmbH
Simplified illustrative calculation, provided without guarantee. It does not replace individual tax advice.
TABAK Steuerberatung advises clients in more than 20 countries – from German holding structures with foreign subsidiaries to cross-border real estate investments.
Entrepreneurs operating internationally face a level of complexity that quickly overwhelms purely domestic tax advisors: double taxation treaty (DBA) application, CFC taxation under § 7 AStG, exit taxation under § 6 AStG, ATAD conformity and transfer pricing documentation to BEPS standards.
TABAK Steuerberatung knows these requirements from practice: for family offices with foreign shareholdings, for entrepreneurs relocating their residence abroad, and for holdings operating foreign subsidiaries under substance requirements.
No binders. No postal mail. No waiting. TABAK Steuerberatung works fully digitally via DATEV Unternehmen online – with real-time access for clients.
Upload, approve and review documents in real time – around the clock, from any device. Fully GoBD-compliant.
Management reporting by the middle of the following month – not only after the annual financial statements. Decisions based on current figures.
Audit-proof archiving of all documents in DATEV DMS – 10-year retention without a paper archive.
Connections to SAGE, Lexware, Shopify, WooCommerce and SAP via the DATEV interface – no manual double entry.
Secure online portal for documents, communication and status updates – fully GDPR-compliant.
ELSTER-compliant filing of all tax returns – corporation tax, trade tax, VAT, income tax.
Most clients hear "tax advisory" and think of annual financial statements and tax returns. That is the baseline. The real value lies beyond it — and that is precisely where tax advisory becomes either a cost line or a profit lever.
Every structural decision — forming a company, selling a stake, buying a property — carries tax consequencesthat only become visible 18 to 36 months later. We run the numbers up front on what happens down the line.
An unprepared tax audit typically costs between €15,000 and €80,000 in back taxes plus interest. With clean documentation and prepared answers, the audit is a routine obligation — not the nightmare it is for others.
Even if you have no holding company: § 6 UmwStG opens the door to tax-neutral restructurings. Retroactive contribution of up to 8 months back into the tax year — if you know about it and act in time.
Transfer pricing, permanent establishment questions, DBA application. Rely on a generalist here and you pay the price. We coordinate with international partner firms in more than 20 countries — without you having to change advisors.
Banks lend on the basis of your tax accounts. Professional tax advisory ensures those numbers are presented credit-worthily — without cutting corners. Accounting policy is legal, and it makes the difference.
Inheritance and gift tax is the most expensive tax you can pay "by default". §§ 13a/13b ErbStG offer 85% relief — but only for structures put in place at least 5 years in advance.
For operationally successful entrepreneurs: The difference between good and excellent tax advisory is not the hourly rates — it is whether your advisor thinks five years ahead or merely documents taxes looking backwards.
Fees under the German Tax Advisor Remuneration Ordinance (StBVV) — depending on your company's legal form and revenue. Select your services and the fee indication updates live.
Your engagement enquiry has been received. We will call you back personally within one business day (Mon–Fri, 8am–6pm).
Fees under the StBVV – transparent and communicated up front. No surprises. Fixed monthly retainers or time-based billing – depending on the service package.
For small GmbHs and UGs with manageable document volumes
Balance sheet, P&L, notes – audit-proof & on time
Complete payroll for all employees
All prices net, plus statutory VAT. Individual quotes for holding structures and groups on request. Billing under the StBVV.
Fatma Tabak Özkul is a licensed tax advisor, founder of TABAK Steuerberatung and Managing Director of TABAK Consulting GmbH. With more than 20 years of hands-on experience in national and international tax matters, she stands for the combination of deep tax-law expertise and entrepreneurial foresight.
Her focus is on cross-border tax structures, holding optimisation, company formations and strategic tax planning for investors and family offices. As a licensed professional under the StBerG, she carries overall responsibility for the tax advisory services of the entire TABAK group.
Yes, fully. All tax advisory services are provided by our partner tax firm TABAK Steuerberatung – by three tax advisors licensed under the German Tax Advisory Act (StBerG), each with clearly defined practice areas. Overall responsibility rests with Fatma Tabak Özkul, tax advisor and member of the Nordbaden Chamber of Tax Advisors. TABAK Consulting GmbH provides the business and structuring advisory services.
A GmbH annual financial statement (balance sheet, P&L, notes, corporation and trade tax returns) starts from €1,800 net. The exact fee depends on document volume, complexity and any consolidation requirements for holding structures. UG financial statements from €1,200, AG financial statements from €4,500.
Yes. Monthly bookkeeping via DATEV Unternehmen online starts from €299 net per month – including monthly management reports (BWA), advance VAT returns and a fully digital document workflow. You upload your documents; we process and review them – no paper, no media breaks.
Yes, this is one of our core areas. TABAK Steuerberatung serves clients in more than 20 countries: double taxation treaty (DBA) application, exit taxation, transfer pricing documentation (Master File, Local File, CbCR), ATAD compliance and cross-border holding optimisation. Speak to us directly.
TABAK Steuerberatung is a specialised tax firm embedded within the full TABAK Consulting offering. That means tax structuring ideas emerge in direct dialogue with our holding and real estate teams – not in a silo. When a holding restructuring has tax implications, every specialist sits under one roof. Shorter paths, higher-quality outcomes, and less of your time.
Yes. Our licensed professional supports tax audits end to end – from preparing the documentation through to the closing meeting. The hourly rate for tax audit support starts from €350 net. In our experience, professional representation delivers significantly better outcomes than facing an audit unprepared and alone.
Speak directly with our licensed professional. Every enquiry receives a personal response – within one business day.
