Maximizing Pensions, Minimizing Taxes
  • Initial Consultation & Recommendations (1 hour max.): $ 150  (by retainer)
  • Initial Consultation on "Vollstreckungsankuendigungen": $ 175  (by retainer) 
  • Initial Consultation on "Nachlassangelegenheiten": $ 150   (by retainer)
  • Application for German (foreign) pension ("Rentenantragstellung"): $ 150 (by retainer)  
  • 10% of retroactive pension payment ("Rentennachzahlung")
  • Application for reinstatement of German pension ("Wiedereinsetzung der Rente"): $ 150
  • 10% of retroactive pension payment ("Nachzahlung auf Wiedereinsetzung der Rente")
  • Appeal of German pension decisions ("Einspruch gegen Rentenbescheid"): $ 150 (by retainer) 
  • Application for return of German pension contributions ("Antrag auf Beitragsersttaung"): $  350
  • 10% of return of German pension contributions over $ 5,000  
  • Review of German tax assessments / correspondence from the German tax authority: $ 125
  • Appeal German tax assessments ("Einspruchserhebung gegen Steuerbescheide"): $ 150 
  • 10% of applicable total German tax savings greater than $ 500 per tax year 
  • Adjustment Requests to CRA under German-Canadian Tax Treaty: $ 100 per tax year 
  • 10% of refund of Adjustment Requests under the German-Canadian Tax Treaty
  • Preparation of annual Canadian income tax returns (with German pension amounts): starting at $ 135  
  • Calculation of annual federal & provincial foreign tax credits (German, Austrian, Swiss): $ 85 
  • Formal letters, including cover letters: starting at $ 95 
  • Review of email inquiries, translation of German documents: starting at $ 95
  • Others such as preparation of Appeal with the German Tax Court / Probate Court - upon agreement