Maximizing Pensions, Minimizing Taxes
  • Initial Consultation (up to 1 and 1/2 hour):  $ 88.75 plus applicable expenses 
  • Consultation involving "Vollstreckungsankuendigung" (up to 1 hour): $ 100.00 plus applicable expenses  
  • German Pension Application (Rentenantragstellung): starting at $ 135.00 plus applicable expenses 
  • 10% of retroactive pension payment (Rentennachzahlung auf Antrag)
  • Appeal (Einspruch) of German pension decisions (Rentenbescheid):  $ 90.00 plus applicable expenses
  • Application for return of German pension contributions (Antrag auf Beitragsersttaung): $ 90.00 
  • Appeal (Einspruch) of German tax assessments: $ 45.00 per tax year
  • 10% of applicable total German tax savings greater than $1,000 (payable as retainer)
  • Adjustment Requests with CRA under German-Canadian pension & tax treaty: $ 40.00 per tax year 
  • 10% of refund payments as a result of Adjustment Requests under German-Canadian pension & tax treaty
  • Canadian income tax returns involving German pension amounts: starting at $ 75.00 
  • Calculation of federal & provincial foreign tax credits (German, Austrian, Swiss): $ 35.00 per tax year
  • Requests for past German pension decisions (Rentenbescheid) and amounts in following years: $ 55.00  
  • Requests for German tax assessments (Steuerbescheide) retroactive to 2005 and subsequent years: $ 55.00  
  • Formal letters, including cover letters: starting at $ 50.00 plus applicable expenses