PSTax
Tax consulting for
the self-employed
Tax advice for
the self-employed
PSTax means:
Important: I am currently working on 2024 tax returns. As my existing clients have priority, only a limited number of appointments are available at the moment.
Important: I am currently working on 2024 tax returns. As my existing clients have priority, only a limited number of appointments are available at the moment. I hope to offer more availability starting in May!
I work with self employed individuals on the following topic
Tax returns
Income tax
VAT
Social insurance
Starting a business
Small businesses
Rentals
International taxes
Capital gains
LLCs
I have already helped over 100 clients with these issues:
Tax returns
Income tax
VAT
Social insurance
Starting a business
Small businesses
Rentals
International taxes
Capital gains
LLCs
PSTax Packages
My philosophy:
All inclusive, that's the only way tax makes sense!
What I have learned in over 600 first meetings...
Anyone starting out has questions. Lots of questions. That’s why it’s important to me that my clients feel they can get in touch at any time. That’s why my prices include all follow-up questions free of charge. Do I need a separate bank account? When do I have to pay the SVS/tax office? Is that deductible? – In such cases, my clients simply email me – at no extra cost!
What's included
Premium
SVS, VAT and more-
Everything in Pro
-
Quarterly VAT Returns
-
Book a call anytime
Pro
SVS and VAT-
Everything in Standard
-
VAT ID Registration
-
Annual VAT Return
Standard
SVS no VAT-
Everything in Starter
-
SVS Optimization
-
Basic E-Mail Support
Starter
no SVS-
Income Tax Return
-
Bookkeeping Template
-
Filing Extension
Premium
SVS, VAT and more-
Everything in Pro
-
Quarterly VAT Returns
-
Book a call anytime
Pro
SVS and VAT-
Everything in Standard
-
VAT ID Registration
-
Annual VAT Return
Standard
SVS no VAT-
Everything in Starter
-
SVS Optimization
-
Basic E-Mail Support
Starter
no SVS-
Income Tax Return
-
Bookkeeping Template
-
Filing Extension
income tax
Premium
Pro
Standard
Starter
Income tax return and self employed income
Or the employee tax return (Arbeitnehmerveranlagung)
Employed income & advertising expenses
Coverage of advertising costs (e.g. training, home office,...) based on a list (no receipts)
Tax optimization family
Family bonus, single earner, single parent, child allowance
Basic tax optimization
Actual Expenses vs flat rate, workplace flat rate, public transport ticket
advanced tax optimization
SVS payments, investment-related profit allowance, daily allowances for travel, health related cost based on a list (not receipts)
Rental and Capital Income
As I focus on people with self employed income, I generally do not take on new clients that only have rental income or capital income.
Since rentals and capital income are quite complicated I generally only charge it by the hour. This is the fairest solution for the client and myself.
Please let me know if you have this type of income so I can advise on cost.
The premium package contains 1 rental and up to 10 stocks /ETFs in max 2 portfolios.
Only for an additional fee in the Pro, Standard and Starter packages
SVS
Advice on social security issues
This covers basic SVS related questions such as the SVS payment logic, payment dates or the explanation of SVS letters.
SVS optimization at Year End
Unexpected SVS backpayments can be avoided if you make voluntary SVS prepayments at the end of each year. This will also maximize your tax benefit. I help my clients estimate this additional payment in Q4 of each year.
Preliminary estimate of additional payments
Registration with SVS
I am happy to assist with SVS registration. This also includes registration with the tax office and, if required, applying for a VAT identification number. I offer this service for a one time fee of € 200.
Unfortunately, I am not permitted to register a business on behalf of my clients.
€ 200
€ 200
VAT
VAT advice and optimization
Guidance on basic ongoing VAT issues (e.g. Do I need a VAT ID? Do I need to charge VAT to client xy? What VAT code do I have to use).
The pro package does not extend to the EU OSS mechanism and related filings, as these are usually very time consuming and require special formats for the reporting.
VAT return (annually)
Preparation and submission of the quarterly UVA
The actual cost of the quarterly returns is highly dependent on the format and the reliability of the data submission. It usually ranges from € 50 for simple filings to € 200 for more complex cases.
Self filing is possible at no extra charge. The bookeeeping template calculates the VAT as well, so you can use that for the quarterly returns.
from
€ 50/quarter
Preparation and submission of the quarterly ZM
See UVA: generally this is not charged twice if VAT + ZM (EC Sales List for EU B2B services) are filed together.
Self filing is possilbe!
from
€ 50/quarter
Tax Office
Official representation with tax Office
Deadline extension beyond June 30
The exentions is allowed for self-employed/capital/rental income. If you have only employed income, the tax office requires filing before June 30th.
Maximum deadline extension until Dec 31st - so we will have one full year!
Tax Payment Reminders and Details
You will receive quarterly and annual payment reminders for any income tax and VAT (pre) payments so you never miss a deadline.
I will also include the tax payment details (e.g. IBANs, amounts, references,...) so you don't need to worry about the correct accounts.
Ongoing communication with tax office
In general I will handle all correspondence with the tax office on your behalf. If the tax office has questions they will approach me and I will reach out whenever I need something from you.
Important: please disable postal notification in the FinanzOnline settings is you manually turned them on. Receiving letters is bothersome, as it delays everything by weeks!
Responding to supplementary requests
If the tax office has further requests on a tax filing they will reach out with questions. If these are simple yes / no / 1 sentence anwsers, I will handle them free of charge in any package.
If the tax office has more detailed questions, or they want to see a list of all expenses, receipts or requires explanations for certain expenses, this is generally not included expect for the Premium package.
These requests take a lot of time to anwser and if we do not honor them properly, the consequence is often several thousands in expenses not being accepted or similar.
Limited to basic queries in the Pro, Standard and Starter packages
Working Together
Access to Invoice template
This is a simple invoice tempalte (Excel) that you can adjust to fit your needs.
Access to bookkeeping template
With this shared bookkeeping template you can track your income and expenses. It is available in German and English and only requries simple inputs like date, description, net, tax and a category.
Since it is a shared Google Sheet Spreadsheet we can collaborate live by using comments. You have a question? Simply tag me with @Pascal and I will respond directly to this question.
Data exchange: via completed PSTax bookkeeping template
The simple package requires that you fill the data in the provided template.
Data exchange: Own Table In Common Format (Excel, Google Sheets,...)
In higher packages you can also submit Excel / spreadsheets in a format of your liking. It should just hold the income and expenses in table form so I can prepare the tax return based off this file.
Data exchange: sending of receipts (max 50)
I generally do not provide manual receipt entry expect for the Premium package, where I will process up to 50 receipts per year.
Support
short inquiries via email
It is very important to me that you reach out with any questions throughout the year. This is why I never charge for short queries that you send.
I would say in 98% of the cases I never charge more than the package price. However, in case you have more complex questions or a very high volume I would ask you to book a paid consultation with me (0,5 or 1 hr). Then I can take the time to properly anwser your questions and do the necessary research if needed.
I will generally let you know before any additional charges become due - so please feel free to reach out any time. I really mean it: Don't ChatGPT your tax questions if you have a tax advisor!
personal link to video call booking at any time
You will receive a personal link to book free consultations with avaiablity throughout the year!
companies
LLCs & small firms-
bookkeeping incl. VAT returns
-
financial statements & tax returns
-
Payroll accounting for 1 employee
-
Ideal for: small companies with few employees who want to outsource their accounting
self-employed
incl SVS & VAT liability-
Income tax return
-
VAT return
-
ongoing VAT: by yourself or via PSTax
-
Ideal for: Self-employed persons above the VAT threshold who want to outsource their taxes and focus on their business
self-employed
incl SVS, no VAT liability-
Income tax return
-
Complete income and expense statement or lump sum deduction
-
Social insurance Consulting
-
Ideal for: Self-employed full- or part-time who want to play it safe (rental 1. year)
employees
and "mini" self-employed-
Very simple cases up to the SVS limit
-
ANV/Income tax return
-
Rentals from the 2nd year
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Ideal for: Employees, freelancers, and anyone with additional income below the SVS limit (approx. € 6,600)
Tax return
One less worry-
Income/sales tax return
-
Calculation of the back tax payment
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Submission & decision control
-
Ideal for: Self-employed people who want to play it safe, whether full-time or part-time
Immediate help
for urgent questions-
Quick information
-
Immediate appointment allocation
-
all doubts removed
-
Ideal for: anyone who is unsure; when the deadline expires; when mail from the tax office causes stress
Full service
Do as little as possible yourself-
all monthly reports
-
Tax return included
-
Unlimited questions included
-
Ideal for: Freelancers such as journalists, artists, filmmakers, doctors, physiotherapists
Do it Yourself
Do as much as possible yourself-
Helping people to help themselves
-
Instructions for FinanzOnline
-
Tax return included
-
Ideal for: aspiring self-employed people, employees who want to build something up
All prices include 20 % VAT
Tax consulting expenses are tax deductible - so you get some money back!
Next Steps
Search for a tax consultant
Recognize the problem and search for a tax advisor
Make an appointment
Arrange a free initial consultation today
We get to know each other
We anwser first questions and discuss next steps. Important: Please keep your ID ready for this.
Issue power of attorney (digital)
The power of attorney allows me to submit the tax return in FinanzOnline
PSTax's turn
Send me your files and I can immediately take care of the tax return.
1 week
For many clients, everything is then done again. Tax completed
About pricing
Let's start
Search for a tax consultant
Recognize the problem and search for a tax advisor
Make an appointment
Arrange a free initial consultation today
We get to know each other
During the initial consultation, we clarify the most important questions and next steps. Important: Please keep your ID ready for this.
Issue power of attorney (digital)
The power of attorney allows me to submit the tax return in FinanzOnline
PSTax's turn
Send me your files and I can immediately take care of the tax return.
1 week
For many clients, everything is then done again. Tax completed
Just a specific tax question?
!If you only have one specific tax question and are not looking for a long-term collaboration, please feel free to write to me. My hourly rate is € 180.00 incl. VAT. Please ask for an individual offer!
My references
Seit 2 Jahren bin ich nebenbei als selbstständige Supervisorin tätig. Pascal hat mir die Steuererklärung erstellt und geholfen, die Steuernachzahlung möglichst gering zu halten. Er steht mir stets für Fragen zur Verfügung und kümmert sich um all meine Steuerangelegenheiten und kennt sich auch bei der SV bestens aus. Dadurch kann ich mich voll und ganz auf mein Geschäft konzentrieren und sorgenlos weitere Kund:innen akquirieren. PSTax kann ich wärmstens empfehlen!
Moving to Austria was a significant change, but Pascal's invaluable assistance with Austrian taxes, social security and expert handling of my rental income from England made the transition smooth. His expertise in international taxation was evident. PSTax's professionalism and expertise make them a highly recommended partner for anyone in a similar situation.
Als Pensionist, Lehrer, Schauspieler und Musiker mit verschiedenen Einkommensquellen, hat mir die Steuer oft Kopfweh bereitet. Pascal wurde mein vertrauenswürdiger Steuerberater, der prompt auf meine Fragen einging und meine Buchhaltung erstellt hat. Ich fühle mich bestens beraten und bin äußerst zufrieden!
Obwohl ich meine Selbstständigkeit in der Filmbranche sehr genieße, gab es von Anfang an einen Aspekt, vor dem mir immer graute: Steuern und Buchhaltung. Dank Pascal bin ich diese Sorgen jetzt los. Ich übergebe ihm all meine Rechnungen und Dokumente und er kümmert sich um ALLES. So kann ich mich wieder voll und ganz auf das konzentrieren, was mir wirklich liegt und Spaß macht: meinen nächsten Film.
Beate Schalko
Drehbuchautorin und Regisseurin
About me
My stations
I attach great importance to the pleasure of working together.
The feeling of having relieved someone of a tax worry that may have previously caused weeks of uncertainty is a great pleasure.
In my private life, I am a family man with two small children, I enjoy sports and being in nature (I am also an amateur ornithologist).
In the Tax Technology team, my specialization was the automation of workflows and the visualization of data.
No manual typing from one Excel sheet to another, but everything at the touch of a button.
This way of working still guides me today.
I don’t want to charge my clients for stupid work, so I automate wherever possible.
At RSM, the focus was on classic tax consulting. I focused on freelancers, small and middle firms and international matters. In addition to preparing tax returns and balance sheets, it was always very important to me to give clients the feeling that they could contact me at any time. Because if you have your tax advisor on speed dial, so to speak, many problems can be avoided before they arise.
As head of the tax department, I led a team of 25 colleagues. In addition to tax policy, the main focus was on advising AK members on tax issues. With over 30,000 advisory contacts every year, there are new challenges every day. During my time at the Chamber of Labor, I myself completed over 1,000 tax returns with AK members. This time was very formative, as the free advice at the AK makes a huge difference, especially for people with lower incomes. This is where I came into contact with tax and discovered how much I enjoy giving advice.
What is important to me
Do not hesitate! I don’t charge by the minute, quarter or full hour.
What I charge is fixed in advance. Also: initial consultations are free of charge – so book your call now!
FAQ
Are you self-employed?
Are you employed but have additional income?
Do you want to make sure you don’t pay too much tax?
Don’t want to have to worry about anything?
If you answered “Yes!” to any of these questions, it makes sense to speak to a tax advisor.
I am happy to assists you with all your tax and SVS needs, and help you with the first steps when you’re just starting out.
I will not only prepare your tax return, but will also remind you about upcoming payments and deadlines and anwser your questions whenever you need me!
It is particularly important to me that you do not shy away from contacting me if you have any questions or problems.
After all, this can be expensive and cause a lot of unnecessary worry.
You should never be afraid of how many hours I charge – the costs for my services are agreed in advance.
Short questions are always included, and if something really does take more time I will let you know in advance, before incuring any extra cost.
After our initial consultation, I will send you an offer along with a summary of our discussion by email. If you decide to work with me, simply complete the onboarding form included in the email, and I can register as your tax advisor in FinanzOnline. You will also receive a bookkeeping template that we can both access, allowing our collaboration to take place entirely online.
If you’re thinking about starting your own business, your head is probably buzzing with all the issues you need to consider: taxes, social security, business registration, issuing invoices, etc. I will be happy to help you get an overview and start your own business.
We will take care of various registrations, see when which taxes are due (or take care of them for you) and discuss together what tax optimization options are available in your case.
This allows you to concentrate fully on building up your business.
Contact us
Do you still have questions or need an individual offer?
No problem!