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

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

Bettina M. Rau-Franz
  • 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

Barbara Miosga, Tax advisor

Barbara Miosga
  • Tax advisor since 2004
  • Several years of supervising small-sized and medium-sized mandates in an accountancy firm in Duesseldorf
  • Administration of the branch office in Duesseldorf
  • Employed by Roland Franz & Partner since 2008
  • Since 2009, administration of the branch office in Duesseldorf

Activity emphasis:

  • Tax accounting law
  • Income tax
  • Turnover tax
  • Double-taxation agreements
  • Inheritance tax
  • Advice for small-sized and medium-sized companies

Katrin Derix, Tax advisor

Katrin Derix
  • Graduated at the University of Konstanz
  • Several years of employed tax consultant and lawyer since 2008
  • Long-time experience in fiscal and legal medium-sized commercial enterprises
  • Working with Roland Franz & Partner since 2018

Activity emphasis:

  • Corperate law
  • Business law
  • Tax law
  • Medical law
  • Contract law
  • Commercial law
  • Law on stock companies
  • Law on tenancy