Tax prep support
Tax planning support
Financial modelling for EU groups: cash, profit and instalment projections by entity, built from reconciled books, for your Steuerberater, expert-comptable or other credentialed local adviser to assess the tax treatment. We do not assess tax positions ourselves.
Tax working papers
Illustrative client · August 2026
EUR
- Year-end books closed and reconciledDone
- Fixed asset and depreciation scheduleDone
- Book-to-tax adjustments listedDone
- Supporting schedules for the preparerIn progress
- Handed to the signer for review and filingNext
Illustrative. An example of the document, not a client's figures.
Modelling looks ahead, preparation looks back
A prepared return reports what already happened. Financial modelling looks at the months still ahead, so decisions such as when to invoice a cross-border customer, when to make a capital purchase, or how to structure a new subsidiary get made against real projected numbers, not guesswork.
What changes country by country
An EU-wide business rarely faces one tax system. A German subsidiary answers to different rules than a French or Dutch one, and we build the mid-year projection against whichever local GAAP or IFRS basis each entity actually reports under. Assessing what any of that means for your tax position is not something we do. In Germany specifically, assistance in tax matters is a reserved activity under the StBerG, so we hand the projection to your Steuerberater, expert-comptable or other credentialed adviser to assess.
Figures your adviser can work from
When your local adviser is weighing a new entity, a large purchase or an incentive regime, we build the cash and profit projections they ask for, entity by entity. The tax assessment and any recommendation stay with them.
How it feeds the rest of the year
The mid-year model rolls straight into the VAT and corporate tax workpapers we already prepare, so a modelling conversation in June is not disconnected from the return filed the following year. Any assessment or filing decision still goes through your credentialed local adviser.
Questions
Frequently asked questions: Tax planning support
Is this a substitute for formal tax guidance?
No. We build the projections in plain numbers. Assessing what they mean for your tax position, especially in Germany where that is a reserved activity, is for your credentialed local adviser.
Can you model across entities in more than one member state at once?
Yes, that is usually the point. We build one mid-year model that reflects each entity's local reporting basis rather than treating the group as one country.
When should modelling start relative to our financial year end?
Mid-year gives enough time left to act on the projection while still working from real, not guessed, numbers.
Do you cover R&D or patent box incentives?
We can flag where a member state runs a patent box or R&D regime and build the supporting numbers your adviser needs to assess it. Whether it applies to you is their call, not ours.
How far ahead do you typically model a planning scenario?
Most modelling looks twelve to eighteen months ahead, tied to your financial year end, since that is the window where a structural decision can still realistically change the outcome before the numbers are locked in.
Is this different from tax preparation?
Preparation reports what already happened. Planning looks ahead so this year's return has fewer surprises on it.
When should planning start?
Mid-year is usually the best window, early enough to still change an outcome, late enough to work from real numbers.
What is included in tax planning support?
Tax planning support covers mid-year projection of income and liability and entity-structure comparison when growth changes the picture. The exact scope is agreed and set out in writing before work starts, so you know precisely what is and is not covered before the first deliverable arrives.
How is tax planning support priced?
Pricing for tax planning support depends on your transaction volume, the software you use, and how much cleanup is needed before ongoing work starts. Current ranges are published on the pricing page, and your exact fee is confirmed in writing before anything begins.
Related services
- Tax prep supportEstimated tax payment supportSupport for calculating and scheduling quarterly estimated tax payments so a large bill never arrives as a surprise at filing time.
- Tax prep supportR&D tax credit preparation supportPreparation support for documenting and calculating a research and development credit, built from project records and your bookkeeping so the position is defensible.
Industries
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.