Establishing charitable organisations and associations is a complex process that requires careful planning and adherence to numerous legal and tax regulations. Choosing the appropriate legal form and securing charitable status poses specific challenges, especially with extensive requirements for specifying purpose fulfillment and asset allocation.

We offer comprehensive support from the analysis of your project to drafting articles of association and co-ordinating with the tax authorities. We also assist you with notary appointments and the clarification of financial issues. With our guidance, you can avoid mistakes during the start-up process and create a foundation for sustainable non-profit activities.

Setting up charitable foundations or family foundations is a challenging undertaking, especially when it comes to succession planning or ensuring charitable status. Choosing the appropriate type of foundation and meeting formal requirements, such as defining the funding purpose and complying with the asset commitment, is often challenging.

We offer comprehensive support, from the analysis of your needs to the actual establishment of the foundation. This includes drafting the articles of association, co-ordinating with authorities and optimising tax implications for non-charitable foundations. This will help you avoid costly time-consuming mistakes during the start-up process.

Accurate and efficient financial accounting is essential for non-profit organisations to plan projects effectively and meet tax filing requirements. Our services include the preparation of financial accounting in compliance with the special requirements of non-profit law, including the allocation of business transactions to the relevant tax spheres. Furthermore, we handle the remittance of advance VAT returns and other reports to the Federal Central Tax Office.

By using our digital accounting solution and customised monthly reports, we provide tailored business analyses that offer project-specific insights. In addition, we optimise your accounting processes, ensuring compliance with the necessary approval and audit procedures. We thus ensure compliance with all tax obligations and support you in transparent and efficient financial planning.

Payroll accounting poses particular challenges for non-profit organisations, with increasing demands for data protection resulting in high administrative burdens and risks that often encumber charitable organisations.

Our payroll service provides non-profit organisations with the efficient reliable processing of all required procedures. We manage the complete payroll processing service and the reporting to authorities and social security institutions, adhering to all charity-related and statutory regulations to ensure timely and accurate payrolls. Thanks to modern digital solutions, employees can conveniently consult their statements via an app on their smartphone should they so desired.

Annual financial statements are indispensable for every non-profit organisation, in order to meet statutory obligations and provide transparency for members, shareholders, boards and donors. The financial statements must be submitted regularly to the tax authorities, supervisory bodies and funding institutions and therefore require particular care when complying with tax and charity regulations.

Our service covers the complete preparation of your annual financial statements, including profit-and-loss accounting or balance sheets, in accordance with charity-related requirements such as tax allocation and reserve provision. We also manage the disclosure or filing of the financial statements with the Federal Gazette and ensure that all legal requirements are met precisely. You will receive a finalised annual report that meets the requirements of all stakeholders.

Preparing a tax return is complicated and involves numerous appendices, posing additional challenges for non-profit organisations that must meet specific requirements.

In addition to the turnover, corporation and trade tax returns, we support you in the preparation of all necessary documents such as activity reports and proof of non-profit status. Our services cover the full preparation and submission of all tax returns, including the electronic balance sheet (e-balance) and, where applicable, inheritance and gift tax declarations with required determinations. In addition, we review tax assessments thoroughly and advise you on tax options that can offer your organisation financial benefits. With comprehensive tax planning, we ensure that all reporting obligations are met in full and on time, allowing you to focus on your charitable objectives.

The tax authorities do not always agree with the perspective of charitable organisations, and incorrect decisions can lead to tax disadvantages or even the revocation of the charitable status.

Our service offers comprehensive support in appeal proceedings against the tax authorities, from filing objections to representation in court proceedings. We ensure compliance with all formalities and deadlines in order to defend the non-profit status of your organisation. Should the non-profit status be withdrawn, we will work specifically to restore the tax recognition.

Thanks to our experience and expertise in the non-profit sector, we develop the best possible solution to secure your non-profit status and minimise risks at an early stage.

For organisations, compliance with legal requirements and internal policies can be complex and entails potential liability risks, particularly for boards and directors of non-profit organisations. Unintentional errors in tax declarations can quickly lead to accusations of liability and result in considerable penalties.

With our services, we support you in developing a tax compliance management system that complies with the law and protects your organisation from tax risks. We start with a detailed classification of potential tax and liability risks and then analyse the relevant business processes. Based on this, we create a tailored compliance manual with clear instructions for avoiding tax risks and training your personnel for secure implementation.

We also help you to implement an internal control system that enables you to regularly review and optimise your tax processes. Through our expertise and customised compliance advice, you minimise tax errors and liability risks, creating a secure transparent structure.

In the area of non-profit status, organisations are often confronted with complex tax issues. By way of example, these include issuing donation receipts and differentiating between tax-advantaged charitable purposes and taxable economic activities. Even in the public sector, the distinction between public and commercial activities and the establishment of commercial enterprises (BgA) is often challenging.

Our consulting services on tax-related matters comprise a comprehensive analysis of these issues and the development of tailored solutions that are both tax-optimised and compliant with the requirements for non-profit status. This includes drafting optimal contracts and adapting business processes to ensure legal security and tax benefits. We support you in implementing optimal solutions to manage donations, grants or public funds properly and transparently.

Non-profit organisations are facing increased scrutiny from tax authorities, resulting in more frequent intensive tax audits.

We assist you throughout your tax audits, managing communications with the tax authorities and providing precise, timely responses to inquiries. We also compile all the necessary calculations and prepare your organisation optimally for the audit situation. If required, we can also participate in meetings with the tax authorities in order to represent your interests professionally, facilitating an efficient and legally sound audit process.

Restructuring is often essential in order for non-profit organisations to outsource activities efficiently, optimise tax burdens or reduce liability risks. This can be done, for example, by creating subsidiaries or support associations.

Our services include an in-depth analysis of restructuring options and the implementation of the entire process, including tax optimisation and contract drafting. In this way, we ensure that your plans are implemented efficiently in compliance with regulations, helping you structure your organisation for a secure optimal future.

VAT is a complex issue for non-profit organisations, as numerous tax exemptions and the reduced VAT rate are possible. However, the correct application can be unclear, and public entities also face continuous regulatory changes that raise many questions.

We provide you with comprehensive support on all VAT-related issues and offer a tax assessment of the various business translations. This includes optimising VAT-relevant processes to ensure that your organisation can fully leverage the benefits of tax exemptions or reduced rates. With an ongoing evaluation of all your VAT transactions, we help you avoid risks and ensure full compliance with all legal requirements.