Expert Financial Guidance in Georgia

In Germany’s complex tax environment, efficient tax planning is essential for preserving capital, reducing unnecessary expenses, and enabling sustainable growth. Whether you’re an individual, freelancer, investor, or business owner, proper tax strategy can save you both time and money.

What Is Tax Planning?

Tax planning refers to the legal optimization of your tax burden by strategically using all the deductions, exemptions, structures, and international treaties allowed under German tax law. It’s about smartly organizing your income, investments, and expenses to reduce the taxes you pay—without violating the law.

Who Needs Tax Planning?

Efficient tax planning is highly beneficial for:

Freelancers and self-employed professionals

Owners of small and medium-sized businesses (GmbH, UG, AG, etc.)

Real estate and crypto investors

Expats with international income

High-net-worth individuals

Startups and digital entrepreneurs

What Services Are Included?

1. Income Tax Optimization (Einkommensteuer)
Making the most of personal deductions, family income splitting, and expense classification.

2. Business Structuring and Strategy
Choosing the right company form (GmbH, UG, Holding), optimizing salaries vs. dividends, managing VAT (Umsatzsteuer) effectively.

3. International Tax Planning
Avoiding double taxation, optimizing cross-border payments, using tax treaties and EU-compliant strategies.

4. Real Estate and Investment Tax Strategies
Utilizing capital gains exemptions (e.g. 10-year real estate rule), depreciation models, and strategic asset holding.

5. Crypto Tax Compliance
Managing taxation for staking, trading, holding, and DeFi activities according to current German tax rules.

6. Bookkeeping & Filing Support
Integration with DATEV, Elster submission, and digital accounting to stay fully compliant and organized.

Recommended Tax Advisors in Germany

Ecovis Germany – Business-focused with international expertise

Kontist Steuerberatung – Ideal for freelancers and self-employed (digital-native)

Felix1 by ETL – Affordable digital tax service for startups and SMBs

KPMG / PwC / Deloitte – Best suited for corporations or high-asset individuals

Smartsteuer / Taxfix – App-based platforms for simple personal tax returns

Tools You Might Need

DATEV – The leading software used by German accountants

ELSTER – The official online platform for submitting taxes in Germany

WISO Steuer – Popular do-it-yourself tax return software

Tips for Choosing a Tax Advisor

Make sure they specialize in your income type (crypto, real estate, international, etc.)

Look for English-speaking professionals if you’re an expat

Confirm they offer tax planning not just compliance

Prefer advisors with digital workflows and remote access options