prepared by an established tax advisory firm. That means you'll know the cost upfront and can rely on receiving accurate, professionally prepared financial statements from experienced tax experts.
We offer three fixed-price service packages for holding companies. Each package includes your annual financial statements, tax returns, XBRL filing (E-Bilanz), and publication with the German Federal Gazette (Bundesanzeiger).
You receive your annual financial statements for €950 plus VAT (€1,130.50 gross), provided the following criteria are met:
€950 / year net
We prepare your annual financial statements from €2,650 plus VAT (€3,153.50 gross), provided your holding company meets the following criteria:
from €2,650 / year net
Perfect Holding also prepares annual financial statements for larger and more complex holding companies. Prices start at €5,950 plus VAT (€7,080.50 gross), provided the following criteria are met:
from €5,950 / year net
Dr. Liv Kirsten Jacobsen
CEO, Certified Tax Advisor
A one-time administration fee of €150 is charged for setting up your company’s master file.
In certain situations, we are unable to offer our fixed-price packages. This applies in particular if...
Of course, we can still prepare your annual financial statements. In such cases, we will be happy to provide you with a customized quotation.
Whenever you need it, our experienced tax advisors are available to help you optimize your tax position or clarify complex tax issues. Advisory services are billed in accordance with our current fee agreement, charged in precise 10-minute increments. As of June 2026, our hourly rate is €240 plus VAT.
Perfect Holding is a service offered by Prof. Jacobsen Tax Advisory Ltd., a well-established mid-sized tax advisory firm based in Berlin. Tax law and tax advisory are our core expertise. We'd be delighted to discuss how we can support your holding company.
Receive your holding company's investment income without withholding tax or solidarity surcharge. We assess whether the legal requirements are met and apply for the exemption certificate with the competent German tax office on your behalf.
Distributions and other investment income received by your holding company are generally subject to German withholding tax. Under certain conditions, Section 44a (5) EStG allows corporations to apply for an exemption certificate. Once issued, the paying entity (e.g. your subsidiary) is no longer required to withhold capital gains tax from eligible distributions.
We offer a fixed-price service for assessing your eligibility and submitting the application. The fee is €150 plus VAT (€178.50 gross). This price applies to an application submitted to one competent German tax office.
Our service includes: