tax advice
Profound tax advice can spare you a lot of inconveniences
Roland Franz & Partner offers companies and private persons an extensive full-service in order to secure their solid commercial and private achievements. Our knowledge is worth a mint! By merging traditional tax advice with specific possibilities of consulting, Roland Franz & Partner in Duesseldorf, Essen and Velbert is in a position to create integrated solutions.
- Annual financial statements in accordance with BilMoG (fiscal and commercial law regulations)
- Annual financial statements in accordance with the banking law
- Statement of assets and finances
- Tax declarations for companies, sole proprietors, freelancers and private persons
- Payroll accounting and salary accounting
- Financial accounting in our office or as an external servicee
- Full-service, which includes accounting, submission, evaluation and monitoring
- Partial service, which includes the submission of preassigned documents
- Property Accounting
- Scheduling and monitoring of audits by all authorities
- Surveillance of deadlines and instructions for tax payments
- Assistance with enforcement measures and sanctions
- Appeal procedures
- Court proceedings at the fiscal court / federal fiscal court
- Business formation
- Asset deal
- Enterprise restructuring
- Enterprise sale
- Company succession
- Company termination
- Legal structuring, change of legal form
- Company split or leasing
- Survey of fiscal impacts of certain contract designs
- Fiscal organisation of partnership agreements
- Balance sheet analysis and balance sheet policy
- Preparation of tax burden comparisons
- Ongoing information on amendments to the tax law
- Hints and advice concerning means of tax saving
- Advice on taxations of the private sector
- Fiscal drafts for private and operational investments
- Preparation of surveys of fiscal issues
- International tax law
- Legal enforcement and trials with tax office, finance court and Federal Court of Finance
- Inheritance law
- Inheritance tax
- Testament
- Execution of testaments
- Foundation
Traditional tax advice – Roland Franz & Partner
Roland Franz
- Tax advisor and executive business partner
- Self-employed since 1979
- Since the beginning of self-employment extensive activities as lecturer
- Additionally: Member of several supervisory boards and advisory councils
Activity emphasis:
- Strategic business planning
- Tax structuring
- Company audit
- Tax investigation
- Criminal code for tax offences
- Business finance
- Company succession
- Author of branch specified articles
Bettina M. Rau-Franz, Tax Advisor, Graduate in Financial Management
- Studied at the College of Finances of the state North Rhine-Westphalia, afterwards two years of employment as tax inspector for the fiscal authority of North Rhine-Westphalia
- Several years of supervising medium-sized mandates in an accountancy firm in Bavaria
- Employed by Roland Franz & Partner since 1998
- Tax advisor and business partner of Roland Franz & Partner since 2000
- Since 2001, Head of Administration of the branch office in Velbert
- Since 2014, Certified Executrix (IFU)
Fiscal activity emphasis
- Income tax
- Turnover tax
- Company succession
- Company audit
- Inheritance tax / donation
- Advice for medium-sized companies, business finance
- Real estate transfer
- Advice for senior citizens (general execution of testaments, ongoing execution of testaments, etc.)
- Human Ressources (receipt and revision of applications, hiring of employees etc.
- Author of branch specified articles
Miscellaneous
- Representative of the Chamber of Tax in Duesseldorf for surveys of assistant tax consultants
- Former president of the ZONTA-Club Essen II