We create a healthy foundation for your success.
Medical and healthcare professions not only require expertise and empathy – but also bring complex economic and tax-related responsibilities. Whether you need assistance with strategic planning, tax optimisation opportunities, investments or business succession: Professional advice is essential to keep your business financially healthy.
Our specialised team of experts supports you from your start-up to successful succession. We assist with investment and financing decisions, advise on optimising additional sources of income, and guide you through all HR-related matters. We also provide consulting on whether opting out of statutory health insurance is beneficial for you, as well as advising on welfare fund contributions and benefits.
In addition, we prepare your annual financial statements by considering all available optimisation options and handle your bookkeeping and payroll efficiently and transparently. You receive all data and key figures exactly in the format you need – giving you clarity, control, and confidence.
We take care of your tax obligations, so you can fully focus on your patients and clients as well as the success of your business.
Tax advisory services for doctors
Whether you are a self-employed doctor, a doctor working outside the statutory health insurance system, or a medical professional with additional income, as tax advisers for doctors, we understand the particular demands of your profession. We support you when setting up, taking over or handing over your practice, building partnerships, and making investment and financing decisions. We are especially familiar with the issues doctors face: whether opting out of health insurance is worthwhile, what to consider regarding contributions to and benefits from the welfare fund, how to structure additional income from lectures or expert reports in a tax-efficient way, and which tax regulations apply to cash register systems. Our tax updates for doctors also help you stay up to date.
From establishing a medical practice to handing it over
Whether you are setting up your own medical practice, taking over an existing one, or handing it over to the next generation, we provide tax and business management support at every step. This includes investment and financing decisions, setting up partnerships and group practices, and business analyses that give you the tools to manage your practice effectively.
Opting Out, Welfare Funds, and Additional Income
Doctors in particular face tax questions that other professional groups do not. We advise you on whether opting out of health insurance makes sense for you, clarify the contributions and benefits of the welfare fund, and optimize your additional income—for example, from locum work, expert reports, lectures, or investments.
Staff, cash register systems, and ongoing tax planning
From employment law when hiring practice staff to the involvement of family members and the tax regulations for your cash register system: We’ve got your practice covered. Our regularly updated tax news for physicians also helps you stay up to date.
Our services
- Personal support from your dedicated advisory team with specialised expertise in the healthcare sector
- Consulting regarding establishment, succession and transfer of medical practices
- Support with partnership formations
- Preparation of management reports as a basis for decision-making
- Ongoing tax planning and optimisation
- Investment and financial consulting
- Employment law consulting, including advice on hiring and terminating employment relationships
- Consulting regarding the involvement of family members
- Tax optimisation of secondary income (e.g. renting, capital gains and lecturing)
- Consulting regarding “Opting-Out” models for health insurance
- Advice on contributions to and benefits from the welfare fund
- Consulting regarding regulations for cash register systems
- Ongoing updates through our tax newsletter for healthcare professionals
- Support in all issues concerning tax, corporate and social security law (see our section “National Tax Advice”)
- Proper preparation of your balance sheets and financial statements (see our section "Balancing & Annual Financial Statements”)
- Proper handling of your ongoing bookkeeping (see our section "Bookkeeping & Digital Accounting”)
- Ongoing payroll accounting (see our section "Payroll Accounting”)
