Services for corporates

Project related advice

 

  • Domestic and international tax law
  • Double taxation treaty (DTT)
  • Corporate and group taxation
  • Reorganizations and tax structuring
  • Mergers and acquisitions
  • Real estate transfer tax (RETT)
  • Tax advice for domestic and foreign corporate start-ups
  • Succession planning
  • Expert opinions
  • Binding tax rulings
  • Advice on determining the appropriate legal form

Current tax advisory services

  • Tax filings
  • Review of tax assessment notices
  • Appeal and court proceedings
  • Tax audits
  • Business consultancy
  • Financial and payroll accounting
  • Annual financial statements
  • Net income determinations

Services for individuals

  • Domestic and international tax law
  • Double taxation treaty (DTT)
  • Tax planning
  • Handling on individual tax issues
  • Advice on legislative procedures
  • Tax filings
  • Review of tax assessment notices
  • Appeal and court proceedings
  • Expatriates (income tax)
  • Taxation of severance payments
  • Advice in relation to real estate
  • Tax audits
  • Exit and entry taxation
  • Voluntary self-disclosure including amendments of tax returns – as well as criminal tax proceedings
  • Binding tax rulings
  • Succession Planning
  • Inheritance and gift tax

Services for succession planning

  • Succession planning for corporates
  • Succession planning for individuals
  • Business valuation and tax valuation of private assets
  • Tax planning regarding inheritance and testaments
  • Tax planning of matrimonial property regime
  • Foundations (Stiftungen)
  • Tax filings
  • Inheritance tax return
  • Gift tax return
  • Expert opinions
  • Binding tax rulings

Hofmann & Fertig is a tax consulting professional partnership based in Frankfurt/Main that offers tax consulting services and expertise to domestic and internationally based companies and individuals.

With our long-standing experience working for leading international professional services firms in Germany and Switzerland, we have extensive experience in delivering tax advice to local and international companies as well as private clients. Pursuant to such experience, we are well versed in and familiar with the methods and processes of the German tax system and have established good working relationships and lines of communication with representatives of the German tax authorities.

As an independent tax practice, we strive to gain an in depth knowledge and understanding of our clients and their unique tax needs and requirements with the ultimate goal of delivering expert and tailored tax advice and solutions at an economical rate.

We are fluent in both German and English and, as part of a well-connected business network of public notaries, lawyers and consultants, can also offer extended advice and services in relation to general business and legal matters.

To discuss your tax needs please contact us.

Hofmann & Fertig

Partnerschaft aus Steuerberatern mbB

SCHUMANNSTR. 27
60325 Frankfurt / Main

 

For a personal meeting, we are happy to meet you at our office in Frankfurt

but also in

  • Berlin
  • Dusseldorf
  • Hamburg
  • Hannover
  • Munich
  • Nuremberg

Please let us know if you want us to meet you in a different location.

You can reach us under:

INFO@HOFMANNFERTIG.COM

Tel +49 69 8720 3390
Fax +49 69 8720 3395

I have read the Data Privacy Policy and hereby approve of it.

Ihr Weg zu Hofmann & Fertig

mit den öffentlichen Verkehrsmitteln

  • U-Bahnlinie U4 Haltestelle Festhalle/Messe
  • Ausgang Schumannstraße

ALTERNATIV

  • Straßenbahn Linie 16 oder Linie 17, Ausstieg Festhalle/Messe
  • Aus der Straßenbahn ausgestiegen, in Blickrichtung die Friedrich-Ebert-Anlage überqueren und links in die Schumannstraße
  • Hofmann & Fertig befindet sich in der Schumannstraße 27 nach ca. 250m auf der linken Seite

Mit dem PKW

Eine ausführliche Anfahrtsbeschreibung senden wir Ihnen gerne auf Anfrage zu.

Für ein persönliches Gespräch stehen wir Ihnen gerne an unserem Standort in Frankfurt 

sowie in

  • Berlin
  • Düsseldorf
  • Hamburg
  • Hannover
  • München
  • Nürnberg 

zur Verfügung. Bitte sprechen Sie uns an, wenn Sie ein persönliches Gespräch in einer anderen Stadt wünschen.

As one of the founding partners of Hofmann & Fertig, Nadine has accumulated over 10 years’ of professional experience advising private wealth individuals, and family and medium sized businesses. Nadine initially trained at Ernst & Young, Frankfurt/Main and became a tax consultant (Steuer­fach­angestellte) in 2001. She then studied at the Johann Wolfgang Goethe-University in Frankfurt/Main as well as at the University of St. Gallen in Switzerland and graduated with a Business Administration Degree in 2007. During her training and studies, Nadine gained professional experience in US tax law whilst working for a German-US accounting and tax firm in New York. Following her studies, Nadine worked for Pricewaterhouse­Coopers in Frankfurt/Main and passed the exam to become a Certified German Tax Advisor in 2010. After PwC and before founding Hofmann & Fertig, Nadine worked for a boutique tax advisory practice in Zurich, Switzerland and subsequently as head of the Frankfurt/Main office of the firm.

Areas of specialization

With her extensive training and international experience, Nadine is able to provide invaluable market insights tailored to the individual needs of her clients to optimize their tax position and safeguard their interests ultimately serving to contribute to the ongoing success of their businesses. Nadine specializes in the following areas and is also experienced in providing advice in English:

  • Succession planning (corporates and individuals)
  • Expatriate tax consulting services
  • Current tax advisory services
  • Advice on self-disclosures and voluntary amendments of tax returns (Selbstanzeigenberatung)

Andreas is one of the founding partners at Hofmann & Fertig. He studied business adminis­tration with a focus on tax law and finance at the University of Applied Sciences in Wuerzburg, graduating in 2005. Following his studies, he worked for five years in the corporate tax department of Pricewaterhouse­Coopers in Frankfurt/Main where he advised both corporates and individuals in relation to domestic and inter­national taxation matters and then proceeded to successfully pass the German Tax Advisor exam in 2008. Having gained extensive experience in private practice, Andreas then moved in‑house to become an internal tax advisor for Celanese, a leading US chemical company, where he focused on tax structuring and the implementation of cross-border transactions. To enhance his international taxation experience, Andreas then joined the tax practice of Allen & Overy, a leading international English law firm, where he advised domestic and international clients primarily with respect to tax structuring, mergers and acquisitions, and corporate reorganization matters.

Areas of specialization

Pursuant to his over ten years’ of professional experience, Andreas has gained in-depth knowledge and understanding of key areas of domestic and international taxation including:

  • Corporate tax
  • Corporate reorganizations, mergers and acquisitions
  • Succession planning

As a tax advisor with both private practice and in-house experience, Andreas is well qualified to provide comprehensive support to his clients with respect to all of their tax needs. He places great importance on utilizing his extensive skills and expertise to deliver and implement value added practical solutions to his clients. He is a frequent author of professional articles and, due to his considerable stays abroad in the USA and Australia, Andreas is proficient in delivering advice also in English (English speaking tax advisor).

Published work

  • Fertig (2016) „Neue grunderwerb­steuerliche Anzeige­pflichten beim Asset Deal?“
    BB 2016, S. 286

Neue grunderwerbsteuerliche Anzeigepflicht beim Assetdeal?

  • Fertig (2015) „Verfassungswidrigkeit der Ersatz­bemessungs­grundlage im Grunderwerb­steuerrecht – Beschluss des BverfG v. 23.06.2015 (1 BvL 13/11, 14/11)“
    DStR 2015, S. 2160

Verfassungswidrigkeit der Ersatzbemessungsgrundlage im Grunderwerbsteuerrecht – Beschluss des BVerfG v. 23.6.2015 (1 BvL 13/11, 14/11)

Veröffentlichung Andreas Fertig

Andreas is one of the founding partners at Hofmann & Fertig. He studied business adminis­tration with a focus on tax law and finance at the University of Applied Sciences in Wuerzburg, graduating in 2005. Following his studies, he worked for five years in the corporate tax department of Pricewaterhouse­Coopers in Frankfurt/Main where he advised both corporates and individuals in relation to domestic and inter­national taxation matters and then proceeded to successfully pass the German Tax Advisor exam in 2008. Having gained extensive experience in private practice, Andreas then moved in‑house to become an internal tax advisor for Celanese, a leading US chemical company, where he focused on tax structuring and the implementation of cross-border transactions. To enhance his international taxation experience, Andreas then joined the tax practice of Allen & Overy, a leading international English law firm, where he advised domestic and international clients primarily with respect to tax structuring, mergers and acquisitions, and corporate reorganization matters.

Areas of specialization

Pursuant to his over ten years’ of professional experience, Andreas has gained in-depth knowledge and understanding of key areas of domestic and international taxation including:

  • Corporate tax
  • Corporate reorganizations, mergers and acquisitions
  • Succession planning

As a tax advisor with both private practice and in-house experience, Andreas is well qualified to provide comprehensive support to his clients with respect to all of their tax needs. He places great importance on utilizing his extensive skills and expertise to deliver and implement value added practical solutions to his clients. He is a frequent author of professional articles and, due to his considerable stays abroad in the USA and Australia, Andreas is proficient in delivering advice also in English (English speaking tax advisor).

Published work

  • Fertig (2016) „Neue grunderwerb­steuerliche Anzeige­pflichten beim Asset Deal?“
    BB 2016, S. 286

Neue grunderwerbsteuerliche Anzeigepflicht beim Assetdeal?

  • Fertig (2015) „Verfassungswidrigkeit der Ersatz­bemessungs­grundlage im Grunderwerb­steuerrecht – Beschluss des BverfG v. 23.06.2015 (1 BvL 13/11, 14/11)“
    DStR 2015, S. 2160

Verfassungswidrigkeit der Ersatzbemessungsgrundlage im Grunderwerbsteuerrecht – Beschluss des BVerfG v. 23.6.2015 (1 BvL 13/11, 14/11)

Veröffentlichung Andreas Fertig

As one of the founding partners of Hofmann & Fertig, Nadine has accumulated over 10 years’ of professional experience advising private wealth individuals, and family and medium sized businesses. Nadine initially trained at Ernst & Young, Frankfurt/Main and became a tax consultant (Steuer­fach­angestellte) in 2001. She then studied at the Johann Wolfgang Goethe-University in Frankfurt/Main as well as at the University of St. Gallen in Switzerland and graduated with a Business Administration Degree in 2007. During her training and studies, Nadine gained professional experience in US tax law whilst working for a German-US accounting and tax firm in New York. Following her studies, Nadine worked for Pricewaterhouse­Coopers in Frankfurt/Main and passed the exam to become a Certified German Tax Advisor in 2010. After PwC and before founding Hofmann & Fertig, Nadine worked for a boutique tax advisory practice in Zurich, Switzerland and subsequently as head of the Frankfurt/Main office of the firm.

Areas of specialization

With her extensive training and international experience, Nadine is able to provide invaluable market insights tailored to the individual needs of her clients to optimize their tax position and safeguard their interests ultimately serving to contribute to the ongoing success of their businesses. Nadine specializes in the following areas and is also experienced in providing advice in English:

  • Succession planning (corporates and individuals)
  • Expatriate tax consulting services
  • Current tax advisory services
  • Advice on self-disclosures and voluntary amendments of tax returns (Selbstanzeigenberatung)

Katja initially trained at a medium-sized tax firm and became a tax consultant (Steuerfachangestellte) in 2006. Following her training she worked for a few months in Ireland as a business clerk. She then studied Business Administration and graduated with a Bachelor degree in Business Administration in 2011. In 2012 she continued with her university studies and is expected to graduate with a Master’s degree in international tax law by the end of 2017. Due to the dual nature of her studies, she has been working as a team leader since 2012 in medium-sized tax firms primarily focussing on tax compliance and process improvements with respect to digitalisation.

Areas of specialization

Katja has more than 12 years of professional experience in medium-sized tax firms and advises primarily in the area of tax compliance and process improvements with respect to digitalisation. In this context she focuses on forward-thinking business consulting. Based on her profound working experience she specializes in the following areas:

  • Preparation of financial statements
  • Preparation of tax returns
  • Structuring
  • Budget Planning
  • Digitalisation

It is of her prime interest to promptly deliver up to date analyses on which basis her clients can take profound management decisions. Potential budget deviations and suitable measures will be agreed on in personal meetings.

Ingo Padtberg finished his studies of business law and taxation before he joined PricewaterhouseCoopers (PwC) in Frankfurt am Main, Germany, in the international income tax department with focus on international assignments. During his employment he passed the exam to become a Certified German Tax Advisor in 2012. In 2013 he was assigned to PwC Zürich, Switzerland, until 2015 where he worked as a tax manager for Swiss income and source tax cases with focus on German / Swiss border commuters and assignments.

Areas of Specialisation

Ingo Padtberg is an expert for international income tax with focus on tax consulting and compliance for expatriate cases for employer and employees. Due to his long-term experience in this area and his international assignment he can offer cost optimized solutions along with actual expatriate practice for employers as well as tax compliance and structuring for cross border tax situations of individual tax payers. All following services can be provided in German and English language:

  • International income tax consulting and compliance with focus on Swiss / German tax solutions
  • Expatriate tax consulting
  • Wage tax compliance (expatriate payroll) for employers

Data Privacy Policy

In general our website may be used without entering personal information. We collect personal information from you (e.g. name, email address, telephone number etc.) in accordance with the provisions of German data protection statutes. Information is considered personal if it can be associated exclusively to a specific natural person. The legal framework for data protection may be found in the German Federal Data Protection Act (BDSG) and the Telemedia Act (TMG). The provisions below serve to provide information as to the manner, extent and purpose for collecting, using and processing personal information by the provider of this website.

On our website we offer you the opportunity to contact us, either by email and/or by using a contact form (e.g. first name, name, e-mail, telephone), only with prior consent. In such an event, information provided by the user is stored for the purpose of facilitating communications with the user. No data is transferred to third parties without your consent.

Please be aware that data transfer via the internet is subject to security risks and, therefore, complete protection against third-party access to transferred data cannot be ensured.

Information, Cancellation, Deletion

On the basis of the BDSG, you may contact us at the address mentioned in the Legal Disclosure if you have questions relating to the collection, processing or use of your personal information, if you wish to request the correction, blocking or deletion of the same, or if you wish to cancel explicitly granted consent. You consent to the transfer of your data via confirmation of the checkbox. You may revoke the consent at any time with immediate effect without giving any reasons by contacting us under the address mentioned in the Legal Disclosure. Please note that you have the right to have incorrect data corrected or to have personal data deleted, whether such claim is not barred by any legal obligation to retain this data.

Legal Disclosure

Information in accordance with section 5 German Telemedia Act (TMG)

Hofmann & Fertig
Partnerschaft aus Steuerberatern mbB

Schumannstraße 27
60325 Frankfurt am Main
Germany
Telephone: +49 69 8720 3390
Fax: +49 69 8720 3395
E-Mail: info@hofmannfertig.com
Homepage: www.hofmannfertig.com

Entries at the German District Court

Registered Seat: Frankfurt/Main – German District Court (Amtsgericht) Frankfurt/Main
Registered Number: PR 2310

Legal Form

Limited Liability Partnership (Partnerschaftsgesellschaft mit beschränkter Berufshaftung)

VAT-ID No. in accordance with section 27a
of the German VAT Act

DE815599504

Partners and power of representation

Certified German Tax Advisor Nadine Hofmann (Steuerberaterin)
Certified German Tax Advisor Andreas Fertig (Steuerberater)

The job titles Certified German Tax Advisors were awarded in the Federal Republic of Germany.

Regulating and supervisory authority

Steuerberaterkammer Hessen
Bleichstraße 1
60313 Frankfurt am Main
Telefon: 069 15 30 02 – 0
Telefax: 069 15 30 02 – 60
E-Mail: geschaeftsstelle@stbk-hessen.de

Regulated Professions / Independent Professions

Professional regulations applicable for Certified German Tax Advisors:

  • Tax Advisory Act (StBerG)
  • Tax Advisory Act Ordinance (DVStB)
  • Tax Advisors´ Professional Code of Conduct (BOStB)
  • Regulation on Tax Advisors´ Fees (StBVV)

The regulations can be accessed at: www.bstbk.de.

Details of professional indemnity insurance

Gothaer Versicherung
Gothaer-Allee 1
50969 Köln

Extent of insurance cover

Germany, the foreign countries of Europe, Members of the European Union and members of the states of the EEA (European Economic Area) and Turkey as well as states in the area of the former Soviet Union.

Disclaimer

Accountability for content

The contents of our pages have been created with the utmost care. However, we cannot guarantee the contents’ accuracy, completeness or topicality. According to statutory provisions, we are furthermore responsible for our own content on these web pages. In this context, please note that we are accordingly not obliged to monitor merely the transmitted or saved information of third parties, or investigate circumstances pointing to illegal activity. Our obligations to remove or block the use of information under generally applicable laws remain unaffected by this in accordance with §§ 8 to 10 of the Telemedia Act (TMG).

Accountability for links

Our website contains external Links to webpages of third parties the content of which we are not responsible for. Responsibility for the content of external links (to web pages of third parties) lies solely with the operators of the linked pages. We make no representations as to the accuracy, or any other aspect, of information contained in third-party websites. Should any legal infringement become known to us, we will remove the respective link immediately.

Copyright

Copyright © Hofmann & Fertig Partnerschaft aus Steuerberatern mbB.
All rights reserved.

Our web pages and their contents are subject to German copyright law. Unless expressly permitted by law every form of utilizing, reproducing or processing works subject to copyright protection on our web pages requires the prior consent of the respective owner of the rights. Individual reproductions of a work are allowed only for private use, so must not serve either directly or indirectly for earnings. Unauthorized utilization of copyrighted works is punishable.