The core activity of ZO Finanz GmbH is tax consulting and the provision of services in the field of personal financial planning, including tax returns, pension orders and estate administrations.
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Industry:Fiduciary Offices
✓ Offered4
Tax advice and tax planning
Tax advice and tax planning for individuals to optimize the overall tax burden.
Tax return
Tax returns for individuals, self-employed earners without an obligation to keep accounts, property ownership, securities, real estate capital gains tax, and cases of death; including representation in objections and appeals.
Welfare mandate
Support in preparing welfare mandates and, on request, taking over financial care and administrative work.
Testamentary execution
Estate division and testamentary execution for independent settlement of the estate and implementation of the estate arrangements in line with the clients' instructions.
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