Success is a staircase, not a doorway.
Let's go upstairs together.
Optimization of your tax, commercial law and
business management matters.
"We offer specialized expertise in Private Equity and Venture Capital – efficient, paperless, and digital." Private Equity und Venture Capital – effizient, papierlos und digital.“
About Us
Our competent and modern tax advisory firm is located in Gilching, in the western part of Munich, at the heart of the Munich metropolitan region, where we are happy to welcome our clients in person. In addition, you can reach us via video conference, email, or the classic way – by phone. Our firm operates digitally and paperless. We also use digital communication channels for interactions with tax authorities, which, based on our experience, significantly accelerates processes and contributes greatly to our clients’ satisfaction.
We adapt swiftly to new circumstances, whether prompted by changes in legislation or developments on the client side. Our goal is to build long-term relationships to ensure reliable and comprehensive support at all times.
Our motivation lies in the success and well-being of our clients. We take pride in supporting, advising, and accompanying them throughout their development.
Our Values
Digital
Digital
Professional
Professional
Reachable
Reachable
Committet
Committet
Binding
Binding
Competent
Competent
Our Services
- Financial Accounting
- Preparation of annual financial statements
- Corporate tax returns
We support you in preparing your corporate tax returns, whether as a group, within a tax group or individually. - Trade tax returns
We also prepare trade tax returns to ensure that your taxes are paid to the municipality correctly. - VAT returns
We ensure that VAT only affects you to the extent defined by law and remains a passing item beyond that. - Reconciliations from foreign accounting standards (IFRS, US-GAAP, UK-GAAP) to national profit or income determination
- Financial Accounting
- Preparation of annual financial statements
- Capital accounts (general, supplementary and special areas)
- Separate and uniform tax assessment declarations
You are active within a partnership or are involved in one. We ensure that income is accurately determined and allocated accordingly to the participating partners within the framework of the tax assessment declaration.We also calculate income for random partnerships, such as domestic partners in a foreign partnership who do not know each other personally but have a joint tax assessment obligation in Germany.
- Reconciliations from foreign accounting standards (IFRS, US-GAAP, UK-GAAP) to national profit or income determination
- Support in preparing reports* (via service companies)
- Fund administration* (via service companies)
- Reporting* (via service companies)
- Income tax returns
- Cash-basis accounting
- Exit tax
- International Tax Law
We determine domestically taxable income, paying particular attention to international tax law and applicable double taxation agreements. We also support you with any reporting obligations that may arise in a cross-border context. - Applications for deposit refunds to the Federal Central Tax Office
- Representation and support during tax audits
- Support with annual financial statement audits
- Support for banks
- General business consulting
Clients
- Asset management/commercial domestic and foreign partnerships
- National and international participation structures
- Direct funds and fund-of-funds
- Random communities of domestic participants in foreign funds
- Domestic and foreign investment funds
- Investment companies
- Bundling vehicles
- Limited partnerships
- General partnerships
- BGB companies
- Organ carrier
- GmbH’s
- UG’s
- Persons with unlimited and limited tax liability
- With national and international references
- Rental and leasing of privately owned properties
- Real estate companies in the legal form of partnerships and corporations
- Differentiated consideration under commercial law and tax law
Contact
Location
INVESTTAX GmbH Steuerberatungsgesellschaft
Römerstraße 111
82205 Gilching
Phone
+49 8105 77180000
EN 
DE