Who we are

Oliver Klotz
Oliver Klotz
Managing Director
Dipl.-Kfm., Tax Advisor

• Training as a tax assistant from 1988 to 1991
• Studied business administration, majored in corporate income tax and auditing at the Free University of Berlin from 1991 to 1996
• Licensed as a tax advisor in 2001
• Practical professional experience of more than 25 years for various medium-sized tax advisory firms, including several years for the renowned tax specialist law firm Flick Gocke Schaumburg
• Managing partner of Klotz & Assoziierte Steuerberatungsgesellschaft mbH since 2015
• Specialised in advising on tax law issues concerning real estate transactions and structuring investments as well as expert opinions on special tax law questions
• Co-author of the “Handbuch der GmbH & Co. KG” [Handbook of limited partnerships] Hesselmann / Tillmann / Mueller-Thuns
Nicole Blecher
Nicole Blecher
Dipl.-Kffr.

• Training as a tax assistant from 1987 to 1991
• Studied business management, majored in corporate taxation and controlling at the Technical University of Berlin from 1990 to 1996
• More than 25 years of practical professional work for various medium-sized tax advisory firms
• Head of the Department of Financial Statements and Tax Returns at Klotz & Assoziierte Steuerberatungsgesellschaft mbH since 2015
• Fields of expertise: Accounting legislation and tax strategy owing to changes in tax law, opinions/expert opinions, tax audits, appeal proceedings
• Advisory services for individuals, businesses of any legal form and corporate groups. Key industries: real estate and rental properties, processing industry, retail trade
• Special projects: assistance during an initial public offering of a manufacturing company, internal audit/restructuring of the finance and accounting system of a group of service firms

What we do

Real Estate

The focus of our tax advisory firm is on real estate tax law. It is our goal to improve and to guarantee the profitability of our clients’ investments in the long term by ensuring comprehensive and ongoing advice on all tax matters. Even though we consider ourselves to be a “young” firm, our employees contribute a high degree of experience advising on tax matters, in particular for clients in the real estate industry.

These activities begin right at the start of preparing for investments through designing a tax model, preparing an expert opinion on the subject of the investment within the framework of a tax due diligence and drafting contracts by taking tax law aspects into consideration. As a rule, this is where the course is set for a successful investment. It is of utmost importance at this stage to identify the tax risks of an investment and to optimize the investment structure from a tax perspective (e.g. German trade tax and withholding tax on dividends from inbound investments). Regardless of the nature of the subject of an investment (share deal or asset deal) we either cooperate closely with our clients’ lawyers or in addition to the tax advice we, upon request, offer the whole range of corporate legal advice through our cooperation partners, with whom we have worked for many years.
After a successful investment has been made we are pleased to handle the ongoing tax duties of portfolio holders and property developers. These activities include representing our clients vis-a-vis the German fiscal authorities, e.g. registering companies or natural persons for tax purposes, in particular performing recurring tasks such as compiling financial statements, regular financial reporting and preparing all required tax returns. We also offer payroll accounting services through one of our cooperation partners.
Taking care of all of these compliance duties is usually regarded as a bothersome but unavoidable evil. We handle them along with an ongoing monitoring of our clients’ needs. Frequently, tax risks may also arise in neatly designed structures when only minor changes in the legal framework or in the client’s activities are made (e.g. unrecognised separation of business activities, forming a single entity relationship for value-added tax purposes, commercial “infection”, detrimental indirect share transfers) or when applicable laws change (e.g. introduction of the interest deduction ceiling rule). Here a close cooperation between clients and their advisors often provides opportunities for dealing with dangerous developments at the right time. Accordingly, we may opt for our clients to improve existing structures. This includes guiding the sale of an investment by taking tax issues into consideration.
In addition to our activities for investors, we assist property developers in structuring real estate investments either as real property investments or as real estate funds in accordance with tax law and together with our cooperation partners who provide comprehensive legal advice.
Our clients include major commercial space lessors/sellers, but also medium-sized and small portfolio holders and real estate agents specialised in residential and commercial properties. Of course, we also assist private persons acquiring real estate, e.g. in connection with their personal tax returns. With our international clients, we communicate in English as a matter of course.

Other Industries

In addition to our focus on real estate we also assist clients in various other industries, e.g. free lancers or those self-employed (doctors, lawyers and notaries) as well as other service providers.

Whom We Are Looking For

Tax Assistants

We are always interested in expanding and strengthening our team with friendly and committed professionals. We offer demanding and varied tasks in a team atmosphere as well as flexible and family-friendly working hours.

Please send your application by post or by email to bewerbung@klotz-assoziierte.de.

Contact

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I Accept

Klotz & Assoziierte Steuerberatungsgesellschaft mbH
Klingsorplatz 4
12203 Berlin
Germany

+49 (30) 55 63 44 63
+49 (30) 55 07 64 77
office@klotz-assoziierte.de

Please send your job application via email to:
bewerbung@klotz-assoziierte.de

Legal Notice & Privacy Policy

Information as required by section 5 of the German Telemedia Act[Telemediengesetz – TMG]:

Klotz & Assoziierte
Steuerberatungsgesellschaft mbH
Klingsorplatz 4
12203 Berlin
Germany

Represented by:

Oliver Klotz, Director

Contact:

Phone: +49 (30) 55 63 44 63
Fax: +49 (30) 55 07 64 77
Email: office@klotz-assoziierte.de

Register entry:

Registration in the Commercial Register
Registration Court: Charlottenburg Local Court
Registered office: Berlin
Registration number: HRB 169491 B

VAT ID:

VAT identification number as required by section 27 a of the German Value-added Tax Act [Umsatzsteuergesetz – UStG]:
DE301597666

Supervisory authority:

Berlin Chamber of Tax Consultants [Steuerberaterkammer Berlin] Wichmannstraße 6
10787 Berlin
Phone 030/889261-0
Fax 030/889261-10
Email: info@stbk-berlin.de
Web: http://www.stbk-berlin.de

Professional name:

Steuerberatungsgesellschaft (Tax Advisory Firm)

Local chamber: Berlin Chamber of Tax Consultants [Steuerberaterkammer Berlin]

Granted by: Federal Republic of Germany

Professional regulations:

  • Tax Consultancy Act [Steuerberatungsgesetz – StBerG]
  • Implementation Ordinance of the Tax Consultancy Act [Durchführungsverordnung zum Steuerberatergesetz – DVStB]
  • Professional Code of Conduct of the Chamber of Tax Consultants [Berufsordnung der Steuerberaterkammer – BOStG]
  • Fee Scale Ordinance for Tax Consultants [Steuerberatervergütungsverordnung – StBVV]

The regulations governing our profession are available for inspection at the local Berlin Chamber of Tax Consultants. They are also available on the website of the Federal Chamber of Tax Consultants (www.bstbk.de).

Information relating to professional liability insurance:

Name and registered office of the firm:

Allanz Versicherungs-Aktiengesellschaft
Königinstraße 28
80802 München

Coverage of the insurance:

Federal Republic of Germany

Picture credits:

614957190 ©iStockphoto.com/MarioGuti
531918798 ©iStockphoto.com/MarioGuti

1. An overview of data protection

General

The following gives a simple overview of what happens to your personal information when you visit our website. Personal information is any data with which you could be personally identified. Detailed information on the subject of data protection can be found in our privacy policy found below.

Analytics and third-party tools

When visiting our website, statistical analyses may be made of your surfing behavior. This happens primarily using cookies and analytics. The analysis of your surfing behavior is usually anonymous, i.e. we will not be able to identify you from this data. You can object to this analysis or prevent it by not using certain tools. Detailed information can be found in the following privacy policy.

You can object to this analysis. We will inform you below about how to exercise your options in this regard.

2. General information and mandatory information

Data protection

The operators of this website take the protection of your personal data very seriously. We treat your personal data as confidential and in accordance with the statutory data protection regulations and this privacy policy.

If you use this website, various pieces of personal data will be collected. Personal information is any data with which you could be personally identified. This privacy policy explains what information we collect and what we use it for. It also explains how and for what purpose this happens.

Please note that data transmitted via the internet (e.g. via email communication) may be subject to security breaches. Complete protection of your data from third-party access is not possible.

Notice concerning the party responsible for this website

The party responsible for processing data on this website is:

Klotz & Assoziierte
Steuerberatungsgesellschaft mbH
Klingsorplatz 4
12203 Berlin
Germany

Telephone: +49 (30) 55 63 44 63
Email: office@klotz-assoziierte.de

The responsible party is the natural or legal person who alone or jointly with others decides on the purposes and means of processing personal data (names, email addresses, etc.).

SSL or TLS encryption

This site uses SSL or TLS encryption for security reasons and for the protection of the transmission of confidential content, such as the inquiries you send to us as the site operator. You can recognize an encrypted connection in your browser’s address line when it changes from “http://” to “https://” and the lock icon is displayed in your browser’s address bar.

If SSL or TLS encryption is activated, the data you transfer to us cannot be read by third parties.

Opposition to promotional emails

We hereby expressly prohibit the use of contact data published in the context of website legal notice requirements with regard to sending promotional and informational materials not expressly requested. The website operator reserves the right to take specific legal action if unsolicited advertising material, such as email spam, is received.

3. Data collection on our website

Cookies

Some of our web pages use cookies. Cookies do not harm your computer and do not contain any viruses. Cookies help make our website more user-friendly, efficient, and secure. Cookies are small text files that are stored on your computer and saved by your browser.

Most of the cookies we use are so-called “session cookies.” They are automatically deleted after your visit. Other cookies remain in your device’s memory until you delete them. These cookies make it possible to recognize your browser when you next visit the site.

You can configure your browser to inform you about the use of cookies so that you can decide on a case-by-case basis whether to accept or reject a cookie. Alternatively, your browser can be configured to automatically accept cookies under certain conditions or to always reject them, or to automatically delete cookies when closing your browser. Disabling cookies may limit the functionality of this website.

Cookies which are necessary to allow electronic communications or to provide certain functions you wish to use (such as the shopping cart) are stored pursuant to Art. 6 paragraph 1, letter f of DSGVO. The website operator has a legitimate interest in the storage of cookies to ensure an optimized service provided free of technical errors. If other cookies (such as those used to analyze your surfing behavior) are also stored, they will be treated separately in this privacy policy.

Server log files

The website provider automatically collects and stores information that your browser automatically transmits to us in “server log files”. These are:

  • Browser type and browser version
  • Operating system used
  • Referrer URL
  • Host name of the accessing computer
  • Time of the server request
  • IP address

These data will not be combined with data from other sources.

The basis for data processing is Art. 6 (1) (f) DSGVO, which allows the processing of data to fulfill a contract or for measures preliminary to a contract.

4. Analytics and advertising

Google Analytics

This website uses Google Analytics, a web analytics service. It is operated by Google Inc., 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA.

Google Analytics uses so-called “cookies”. These are text files that are stored on your computer and that allow an analysis of the use of the website by you. The information generated by the cookie about your use of this website is usually transmitted to a Google server in the USA and stored there.

Google Analytics cookies are stored based on Art. 6 (1) (f) DSGVO. The website operator has a legitimate interest in analyzing user behavior to optimize both its website and its advertising.

IP anonymization

We have activated the IP anonymization feature on this website. Your IP address will be shortened by Google within the European Union or other parties to the Agreement on the European Economic Area prior to transmission to the United States. Only in exceptional cases is the full IP address sent to a Google server in the US and shortened there. Google will use this information on behalf of the operator of this website to evaluate your use of the website, to compile reports on website activity, and to provide other services regarding website activity and Internet usage for the website operator. The IP address transmitted by your browser as part of Google Analytics will not be merged with any other data held by Google.

Browser plugin

You can prevent these cookies being stored by selecting the appropriate settings in your browser. However, we wish to point out that doing so may mean you will not be able to enjoy the full functionality of this website. You can also prevent the data generated by cookies about your use of the website (incl. your IP address) from being passed to Google, and the processing of these data by Google, by downloading and installing the browser plugin available at the following link: https://tools.google.com/dlpage/gaoptout?hl=en.

Objecting to the collection of data

You can prevent the collection of your data by Google Analytics by clicking on the following link. An opt-out cookie will be set to prevent your data from being collected on future visits to this site: Disable Google Analytics.

For more information about how Google Analytics handles user data, see Google’s privacy policy: https://support.google.com/analytics/answer/6004245?hl=en.

Outsourced data processing

We have entered into an agreement with Google for the outsourcing of our data processing and fully implement the strict requirements of the German data protection authorities when using Google Analytics.

5. Plugins and tools

Google Web Fonts

For uniform representation of fonts, this page uses web fonts provided by Google. When you open a page, your browser loads the required web fonts into your browser cache to display texts and fonts correctly.

For this purpose your browser has to establish a direct connection to Google servers. Google thus becomes aware that our web page was accessed via your IP address. The use of Google Web fonts is done in the interest of a uniform and attractive presentation of our website. This constitutes a justified interest pursuant to Art. 6 (1) (f) DSGVO.

If your browser does not support web fonts, a standard font is used by your computer.

Further information about handling user data, can be found at https://developers.google.com/fonts/faq and in Google’s privacy policy at https://www.google.com/policies/privacy/.

Google Maps

This site uses the Google Maps map service via an API. It is operated by Google Inc., 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA.

To use Google Maps, it is necessary to save your IP address. This information is generally transmitted to a Google server in the USA and stored there. The provider of this site has no influence on this data transfer.

The use of Google Maps is in the interest of making our website appealing and to facilitate the location of places specified by us on the website. This constitutes a justified interest pursuant to Art. 6 (1) (f) DSGVO.

Further information about handling user data, can be found in the data protection declaration of Google at https://www.google.de/intl/de/policies/privacy/.