Our Services
Holistic Tax Advisory
Tax matters are often complex and multifaceted. opportax helps you put relevant aspects into context, clearly assess interdependencies, minimise potential risks and make well-informed decisions, with a clear view of the bigger picture.
We support you reliably across all domestic and international aspects of German tax law and ensure a structured, legally sound implementation of your tax matters – always with your objectives and long-term implications in mind.
Employees
Employees are often faced with tax questions that may seem manageable at first, but can have significant consequences once examined more closely. Alongside income from employment, additional sources of income are common – for example from property rentals, investments or other tax-relevant activities.
Taking the time to assess these situations properly brings clarity, reduces risk and supports well-informed decisions. opportax advises you in a personal and straightforward manner – from regular income tax returns to the assessment of more specific or complex tax situations.
Tax Returns and Ongoing Tax Obligations
Many tax-related questions begin with the annual tax return. opportax prepares your tax return with care and attention to potential tax relief opportunities. In doing so, we look beyond the relevant tax year and also consider possible implications for the future.
Representation Before Tax Authorities and Tax Courts
Dealing with the tax authorities requires expertise and experience. opportax represents you in communications with tax offices, reviews tax assessments, supports you with enquiries or applications, and ensures clear and appropriate communication – calm, structured and legally sound.
Where necessary, opportax also conducts objection proceedings on your behalf or represents you in proceedings before the tax courts.
Well-Founded Tax Decisions
Many tax decisions are based on a proper assessment of your income and personal circumstances. opportax supports you in understanding and evaluating relevant options and statutory considerations – for example when choosing the appropriate assessment method or applying tax allowances – and in implementing them correctly.
This results in clear, legally sound decisions without unnecessary risk.
Self-Employed Individuals and Digital Creators
Self-employed individuals – ranging from traditional freelance activities to digital business models – face a wide range of tax-related questions. In addition to ongoing taxation, the correct classification of the activity, the tax treatment of income and expenses, and compliance with ongoing obligations are all of central importance.
opportax supports you in structuring and assessing your tax situation in a legally sound manner, creating a reliable foundation for your day-to-day activities and their continued development.
Ongoing Tax Support and Compliance
Ongoing tax obligations are an integral part of any self-employed activity and require regular attention. opportax supports you in fulfilling these obligations in a reliable and structured manner – from ongoing bookkeeping to the preparation of the required tax filings.
We ensure a clear and transparent recording of your income and expenses, prepare your profit and loss statement as well as your business tax returns, and consistently keep track of applicable deadlines and statutory requirements.
Digital Collaboration and Business Performance Reporting
Efficient collaboration relies on clear processes and a reliable digital infrastructure. opportax works with standard DATEV applications and established interfaces, enabling a structured, secure and seamless exchange of tax-relevant documents.
On this basis, we prepare and explain business performance reports, support you in interpreting your ongoing results and provide a sound foundation for entrepreneurial decision-making. Transparency, clarity and practical usability are always at the forefront.
Representation Before Tax Authorities and Support During Audits
Tax matters do not end with the filing of a tax return. opportax handles ongoing communication with the tax authorities on your behalf, carefully reviews tax assessments and supports you with enquiries, applications or objection proceedings.
We also accompany you during tax audits and payroll tax audits, ensuring a structured, objective and legally sound process. Our aim is to achieve transparent clarification of tax matters and reliable representation of your interests – allowing you to focus on your entrepreneurial activities.
Medical and Healthcare Professionals
Physicians and other healthcare professionals operate within a highly regulated environment while facing complex tax and organisational requirements. Alongside their day-to-day professional responsibilities, economic and tax-related matters require reliable and well-structured support.
opportax assists you in meeting your tax obligations in a legally sound manner and in structuring economic decisions for your practice and professional activities in a clear and comprehensible way.
Ongoing Tax Support and Compliance
Ongoing tax obligations are an integral part of running a medical practice and require regular attention alongside professional activities. opportax provides reliable and well-structured tax support – from ongoing financial bookkeeping and the preparation of profit and loss statements to business-related and personal tax returns.
In doing so, we take into account the specific income structures typical of healthcare professions as well as VAT-related particularities, for example with regard to exempt and taxable services, group practices or professional partnerships.
Digital Collaboration and Business Performance Analysis
Structured and efficient collaboration is essential for reliable tax support. opportax relies on digital processes using standard DATEV applications and proven interfaces to ensure a transparent, secure and time-efficient exchange of documents – aligned with the workflows of your practice.
On this basis, we prepare business performance analyses that provide a clear assessment of your financial situation. You gain transparency regarding profitability and cost structures and receive a solid foundation for sound business decisions in day-to-day practice operations.
Representation Before Tax Authorities and Support During Audits
Even in day-to-day practice operations, tax-related queries or audits may arise that require time and attention. In such situations, opportax provides reliable support and takes over communication with the tax authorities on your behalf.
We review tax assessments, accompany you during tax and payroll tax audits, and support you with applications or objection proceedings. This ensures an objective and orderly clarification of matters – with the aim of relieving you of administrative burdens and allowing you to focus on your daily practice activities.
Business Formation and Start-Ups
Key decisions are already made during the formation phase that have a lasting impact on a company’s tax and economic development. Establishing a clear and well-considered structure from the outset creates stability for the years ahead.
opportax supports founders and start-ups from the initial idea through to the ongoing business phase. We see our role not merely as a tax service provider, but as a structured sparring partner who helps assess tax, economic and legal matters at an early stage and creates clear, well-founded bases for decision-making.
Start-Up Advisory and Choice of Legal Form
Choosing the appropriate legal form is one of the key decisions in the start-up process. It affects liability, taxation, financing options and future development paths.
opportax works with you to analyse your business idea, the planned activities and your personal circumstances, and supports you in selecting a suitable legal structure. In doing so, we consider not only the start-up phase, but also potential growth and change scenarios from the outset.
Tax Structuring and Planning
A robust tax structure provides planning certainty. Even during the start-up phase, questions arise regarding future tax exposure, potential holding or participation structures, and ongoing tax obligations.
opportax supports you in clearly understanding tax and economic interdependencies and in developing a structure that aligns with your business model. In this context, we also consider potential funding instruments and grants, assessing them realistically within your overall planning. The objective is to establish a clear, legally sound and sustainable foundation for your continued entrepreneurial activities.
Support During the Start-Up Phase and Communication with Authorities
Following incorporation, the operational phase begins, during which a wide range of formal and organisational matters arise – from tax registrations and initial filings to enquiries from the tax authorities.
opportax supports you throughout this early stage of your business, takes care of ongoing communication with the tax authorities and assists with applications, deadlines and formal requirements. This allows you to focus on building your business while tax matters are handled in a structured and reliable manner.
Retirement and Pensions
Entering retirement often brings changes not only to sources of income, but also to the applicable tax framework. Statutory and private pensions, occupational retirement benefits and additional income from property or investments may come together for the first time, raising new tax-related questions.
opportax helps you maintain a clear overview. We ensure the correct tax treatment of your retirement income, explain the tax obligations that apply, and support you reliably with all matters relating to your tax return – so you can rely on clarity, security and planning in this phase of life.
Tax Returns in Retirement
For many people, tax returns remain relevant even after retirement. Pension income, retirement benefits or additional sources of income must still be correctly recorded and reported to the tax authorities.
opportax prepares your income tax return on your behalf, carefully reviews all information and ensures a clear and transparent presentation of your income. We also make sure that all applicable allowances and tax-specific considerations are taken into account – reliably and in compliance with all deadlines.
Assessment of Your Retirement Income
In retirement, income often comes from different sources: statutory or private pensions, occupational retirement benefits, rental income or investment returns. Determining which amounts are taxable and to what extent is not always immediately clear.
opportax takes care of the complete tax handling of your retirement income – from accurate classification through to the timely filing of your tax return. This ensures that your tax obligations are met correctly while you retain full transparency at all times.
Ongoing Support in Dealing with the Tax Authorities
Questions, responses or notices from the tax office can be unsettling even in retirement. It is often unclear whether action is required or how to respond appropriately to certain correspondence.
opportax takes care of communication with the tax authorities on your behalf, carefully reviews tax assessments and supports you with enquiries, applications or objection proceedings. The aim is an objective and legally sound clarification – so you do not have to deal with administrative correspondence yourself.
Real Estate
Real estate is often a central component of an individual’s financial and income situation. Whether owner-occupied property, rental real estate or multiple properties, tax-related issues rarely arise in isolation but tend to unfold their impact over time.
opportax supports you in classifying your real estate correctly for tax purposes, reliably fulfilling ongoing obligations and clearly assessing the tax implications – with the aim of providing planning certainty and transparency tailored to your individual situation.
Ongoing Taxation of Rental Income
Income from renting out property entails ongoing tax obligations. Rental income, service charge statements and recurring expenses must be properly recorded and taken into account for tax purposes.
opportax takes care of the tax classification of your rental income, considers deductible expenses and ensures accurate and timely reporting to the tax authorities. We place particular emphasis on a clear and transparent presentation of your income.
Depreciation, Financing and Ongoing Costs
In the case of real estate, acquisition or construction costs form the basis for tax depreciation and influence the overall tax burden over many years. In addition, financing expenses and ongoing property-related costs arise, the tax treatment of which is often not immediately apparent in detail.
opportax supports you in correctly identifying the relevant costs of your property and taking them into account for tax purposes – from depreciation and interest expenses to ongoing maintenance and administrative costs. This creates a reliable basis for the ongoing taxation of your real estate.
Disposal, Transfers and Special Events
The sale of a property, a gift or a transfer within the family can have significant tax implications. Changes in use or specific life events may also have an immediate impact on the tax treatment of a property.
opportax supports you in assessing such situations from a tax perspective, reviews potential tax consequences and assists you in dealings with the tax authorities. The objective is a forward-looking, legally sound and transparent clarification – without unnecessary surprises.
Gifts and Inheritance
Transfers of assets within the family or to close individuals are often shaped by personal considerations. Alongside legal and family-related aspects, tax issues play a central role. Allowances, valuation matters and deadlines interact and frequently unfold their impact over a period of many years.
opportax supports you in making the tax implications of gifts and inheritance transparent at an early stage, responsibly exploring available structuring options and ensuring a legally sound implementation.
Tax Assessment of Asset Transfers
Gifts and inheritances are subject to specific tax rules that differ fundamentally from the ongoing taxation of income. Key factors include the type of assets transferred, the timing of the transfer and the relationship between the transferring and the receiving parties.
opportax supports you in correctly assessing asset transfers for tax purposes and in clearly presenting their implications – whether these questions are addressed proactively or arise from a specific situation. This provides a reliable foundation for the next steps.
Structuring and Use of Tax Allowances
Forward-looking planning can help reduce tax burdens while keeping personal and family objectives in focus. opportax supports you in making sensible use of tax allowances, timing considerations and different options for transferring assets – always tailored to your individual circumstances and within the applicable legal framework.
Support with Notifications, Tax Filings and Valuation Matters
Tax obligations do not end with the transfer of assets. opportax takes care of the timely notification of gifts and inheritances, supports the preparation of the required tax returns, and assists with valuation matters as well as enquiries from the tax authorities – in a factual, transparent and reliable manner.
Expats and International Tax Matters
International living and working arrangements give rise to tax questions that are not always easy to navigate at first glance. Changes of residence, professional activities abroad or income sourced from multiple countries often mean that different tax systems must be considered simultaneously – sometimes with significant financial implications.
opportax supports you in clearly assessing your international tax obligations, properly addressing issues of double taxation and structuring your tax affairs in a legally sound manner, both in Germany and in an international context.
Residence, Tax Liability and Exit Tax Considerations
A change of residence across national borders regularly entails tax consequences. Moving to Germany or relocating abroad often leads to changes in tax obligations and filing requirements.
opportax supports you in assessing the tax implications of your move to or from Germany under German tax law. We review from which point and to what extent tax liability arises in Germany, assist with the required filings and ensure a clear and legally sound implementation vis-à-vis the tax authorities – where appropriate, also in coordination with your advisors in the other country.
Secondments and Cross-Border Professional Activities
International professional activities are no longer limited to traditional foreign secondments. Self-employed individuals, freelancers and business owners are increasingly working across borders or from abroad.
opportax supports you in assessing the tax treatment of your income. We review the tax implications of work locations and contractual arrangements and ensure that your income is correctly reported in Germany – taking into account applicable double taxation treaties and national tax regulations.
International Asset-Related Tax Matters
Assets held abroad or with an international connection often give rise to specific tax issues. Foreign real estate, investments or shareholdings regularly affect taxation in Germany – including in cases of disposals, gifts or inheritances.
opportax supports you in assessing international asset-related matters for tax purposes under German tax law. We review how foreign assets are to be taken into account for tax purposes, assist with notification and reporting obligations, and ensure a legally sound presentation vis-à-vis the German tax authorities.
