Tax Advice

In the advising on tax matters, SBP pursues a pro-active, strategic, and interdisciplinary advisory approach. Years of experience and thorough economic understanding form the basis of our recognized tax advisory practice. SBP clients are advised proactively and are not just administered. In the complex tax regime that increasingly raises cross-border issues, our advisors keep the overview.

Advice Beyond the Horizon

The expertise of our tax advisors is relied on by renowned medium-sized companies, entrepreneurs, private clients, and non-profit organizations, in particular foundations. Our tax advisory practice comprises, in addition to the structuring advice, the entire spectrum of the advice on declarations up to the payroll tax. We provide tax advice on both national and international issues. Our main focus here is on the EU neighboring states as well as Switzerland, the U.S.A. and Canada. In matters relating to asset planning and succession, our clients rely on our tax expertise, in particular with regard to the inheritance and donation tax. SBP supports them in mastering the challenges of generational change and develops tailored structures and strategies for them, if necessary, also in the cross-border context. In addition, we provide tax advice in the distribution and settlement of national and international estates. In all areas, our clients benefit greatly from the close collaboration of our tax advisors and lawyers.

Advice on Declarations

We cover the entire spectrum of the advice on declarations. This applies in particular to the areas of corporate tax, trade tax, value added tax, income tax, payroll tax, as well as inheritance and donation tax. Moreover, we assist our clients in the day-to-day business in all aspects of the tax law, represent them before the tax authorities, and support them both in regular and event-driven tax audits.

Financial Accounting and Payroll

A functioning accounting is an essential basis for a sound decision-making and reliable information to banks and investors and thus for the sustainable economic success of a company. Therefore, in the context of payroll and financial accounting, our overall goal is to keep our clients up to date timely and reliably about the most important key performance indicators of their company.

We take care of the complete technical handling of the payroll and financial accounting. This comprises in the area of payroll accounting the preparation of payroll accounts, the entire reporting to social insurance agencies, employment agencies and tax authorities as well as managing and archiving of the corresponding payroll and personnel accounts. In the context of the financial accounting, we prepare the monthly business management analyses with comparison of budgets and previous years as well as individual analyses for specific requirements. Within the entire accounting, we rely on digital processes, inter alia with the “companies online” system.

International Tax Law

Our clients are increasingly confronted with cross-border matters and country-specific features. We assist them in issues of relocations of productions or functions, in the establishment of operating sites or subsidiaries, in the posting of employees, in the calculation and documentation of transfer prices (in both directions) and in the creation of optimized tax structures for business operations with foreign elements. Our further advisory focuses include the assistance in tax audits with cross-border matters as well as international donation and inheritance tax cases.

Annual Financial Statements

The annual financial statement of company gives to the entrepreneur, creditors, and potential investors an overview of the key performance indicators that define the economic success of the business activity. Moreover, the annual financial statement forms the basis for taxation. We prepare annual financial statements under commercial law and tax law and in accordance with international standards. In the annual financial statements prepared by us we attach special importance to a detailed reporting. We have a long-standing expertise in the special features of the accounting of family foundations and tax-privileged non-profit organizations such as societies, associations, and non-profit companies with limited liability (“gGmbHs”).