Personal Taxes and Wealth

Düsseldorf

0211 – 9 55 444 – 0

Oberhausen

0208 – 6 90 59 – 0

Experts—including for your personal tax matters

Personal Taxes and Wealth

Expert tax consulting in the Rhineland and Ruhr region

Our team of tax advisors in Düsseldorf and Oberhausen not only takes the burden off your business tasks but also offers to prepare all your personal tax returns—accurately and in full compliance with the law.

To ensure that you don’t pay a penny more than necessary, we place particular emphasis on tailoring our advice to each client’s individual needs.

As part of our clear and accessible consulting services, we do not simply process the documents you submit each year; we also discuss with you in detail changes in tax legislation and case law, as well as changes in your personal and financial circumstances.

At Trimborn . Partner, we view our long-standing, personal client relationships and the awards we have received as confirmation that we consistently live up to our commitment to securing all available tax benefits for our clients.

We are proud to have been consistently awarded by Focus Money as one of Germany’s top tax advisors in the “large tax advisory firms” category for many years.

Our success and our clients’ enthusiasm are the result of our consistent commitment to our firm philosophy. Read more about our firm philosophy and discover what sets us apart from many of our competitors in the market.

We appreciate your appointment request and look forward to earning your trust.

Personal Taxes and Wealth – Our Services in Detail:

Filing an income tax return

Calculation and preparation of tax returns for all types of income:
- Income from employment
- Income from self-employment
- Income from renting and leasing
- Income from business operations
- Income from capital assets
- Other income (e.g., pensions)
Advice on choosing the most tax-efficient filing method
Advice on choosing the appropriate limitation on loss carrybacks
Advice on reduced taxation of extraordinary income
Advice on applying for a cap on church tax
Determining the most favorable tax treatment for child allowance/child tax credit
Preparation of tax returns (print, electronic)
Preparation of analyses and calculation lists (e.g., income from renting and leasing)
Recording of income and expenses to be reported during the year
Proactive advice on the taxation of investment income in connection with the flat-rate withholding tax
Proactive advice on maximizing tax deductions for retirement savings
Review of tax assessment notices
Filing of appeals (objections with the tax office)
Representation in litigation before the tax court

Tax Planning Advice

Proactive consulting with projections of the expected tax burden for the current tax assessment period
Proactive consulting with projections of the expected tax burden over a longer period (up to 15 years)

Other Services

Monitoring of advance payments due to the tax office
Applying for certificates of non-assessment, child benefit, and parental allowance
Application for income tax reduction
Applying for extensions
Applying for a reduction in advance payments
Regular updates on changes in the law

Advice on Buying Real Estate

Profitability assessment for the purchase of private real estate
Consulting on real estate investments with regard to liquidity, tax implications, and asset growth
Consulting that takes into account various financing alternatives and income tax data
Preparation of informative documentation for the bank meeting