Neben der klassischen Steuerberatung setzt sie den Fokus ihrer Arbeit vor allem auf umfassende steueroptimierende Beratung zur Gestaltung von Wirtschaftsprozessen. Unter den sich ständig ändernden wirtschaftlichen Rahmenbedingungen, den immer schneller zunehmenden Anforderungen im Zusammenhang mit Digitalisierung, Modernisierung und Optimierung von betrieblichen Abläufen, sollten auch steuerpolitische Fragestellungen nicht außer Acht gelassen werden. Daraus leitet sich auch ihr Anspruch ab, ihre Mandanten nicht nur ad hoc zu beraten, sondern Unternehmensentwicklungen entsprechend zu begleiten. Damit verbunden liegt ein Schwerpunkt ihrer Arbeit auf der Begleitung von Unternehmensumwandlungen und Fragestellungen im Zusammenhang mit der Unternehmensnachfolge.
Ein weiterer Schwerpunkt ihrer Arbeit liegt in der Betreuung von Mandaten aus dem Bereich Real Estate mit Lösung aller damit in Verbindung stehenden steuerlichen Fragestellungen.
Nach ihrem Abschluss als Diplom-Kauffrau an der Universität Leipzig, Studienprogramm Handelshochschule, war sie zunächst im Bereich Marktforschung (Finanzsektor und neue Medien) tätig und ist dann nach dem Abschluss als Bilanzbuchhalterin (IHK) in der Steuerberatung tätig geworden.
Seit 2022 ist sie Partnerin bei addVALUE und bereits seit 2019 selbständig als Steuerberaterin tätig.
Als Fachberater für internationales Steuerrecht berät er sowohl ausländische Investoren mit dem Set-up ihrer Aktivitäten in Deutschland (Inbound) als auch inländische Unternehmen bei ihrer Expansion in das Ausland (Outbound). Darüber hinaus betreut er auch ausländische Arbeitnehmer bei der Erfüllung ihrer inländischen Steuererklärungspflichten.
Er unterstützt Unternehmen bei der Weiterentwicklung der Digitalisierung mittels Automatisierung sowie der Festlegung und Optimierung von rechnungslegungsbezogenen Geschäftsprozessen.
Langjährig betreute er Immobiliengesellschaften in all Ihren steuerlichen Fragestellungen (beispielsweise bei der erweiterten Grundstückskürzung für die Gewerbesteuer) sowie bei der Begleitung von Immobilientransaktionen (Asset und Share Deal Strukturen) und in laufenden Betriebsprüfungen.
Seit 2018 ist er als Partner bei addVALUE und war zuvor mehr als drei Jahre bei der TLC Gruppe in der Steuerberatung tätig. Zudem war er mehr als acht Jahre für BIG4-Gesellschaften, wie etwa PwC und KPMG, sowie mittelständische Wirtschaftsprüfungsgesellschaften tätig.
In den vergangenen Jahren hat er technologiebasierte Unternehmen (insbesondere Software, SaaS, IaaS, eCommerce, Game&App-Development sowie Onlineagenturen) neben der Jahresabschlusserstellung und -prüfung sowie der laufenden Steuerberatung in den Bereichen des internationalen Wachstums beraten. Der Schwerpunkt der Themenbereiche lag neben der Beratung und Dokumentation internationaler Verrechnungspreise auch in der Transaktionsunterstützung sowie der Ausgestaltung von internen (Reporting-)Prozessen.
Einen weiteren Schwerpunkt bildet die Erstellung von Abschlüssen für besondere Zwecke (bspw. im Rahmen von Unternehmenstransaktionen) sowie die Erstellung von Konzernabschlüssen - insbesondere auch nach internationalen Rechnungslegungsgrundsätzen (bspw. IFRS). Aufgrund seiner langjährigen Erfahrung in der Betreuung von Immobilienbestandshaltern (Residential und Commercial, Fonds, kommunale Wohnungsgesellschaften sowie kapitalmarktorientierte Bestandshalter) hat eine besondere Affinität für Rechnungslegungsthemen aus dem Bereich Real Estate.
Seit 2018 ist er als Partner bei addVALUE und war zuvor mehr als fünf Jahre bei der TLC-Gruppe in der steuerrechtlichen Beratung von technologiebasierten Unternehmen sowie als Co-Chair des Technologiesektors innerhalb der Alliott Group - einem internationalen Verbund von Wirtschaftsprüfungs- und Steuerberatungsgesellschaften - tätig. Zudem war er zwölf Jahre - zuletzt als Prokurist - für KPMG im Bereich Audit Real Estate tätig und hat dort kommunale und börsennotierte Wohnungsgesellschaften, Hausverwalter, Bauträger und Immobilienfonds geprüft.
In den vergangenen Jahren hat er technologiebasierte Unternehmen (insbesondere aus dem Bereich eCommerce) und Unternehmen aus dem Bereich der Automobilzulieferindustrie in der Jahresabschlusserstellung sowie -prüfung betreut. Der Schwerpunkt der Themenbereiche lag neben der klassischen Prüfung auch in der Beratung und Dokumentation interner Prozesse, deren Ausgestaltung sowie Anbindung an das externe Rechnungswesen. Er verfügt über einschlägige Kenntnisse und Erfahrungen in der Prüfung von rechnungslegungsbezogenen IT-Systemen sowie der Datenanalyse.
Seine Beratung in betriebswirtschaftlichen Fragestellungen zum internen Rechnungswesen wird von seinen Mandanten sehr geschätzt. Er ist damit ein Experte im Bereich der Kosten- und Leistungsrechnung sowie daraus abgeleitet insbesondere der Bewertung von Vorräten (unfertige und fertige Erzeugnisse oder Leistungen) oder selbst erstellten immateriellen Vermögensgegenständen.
Er verfügt außerdem über Abschlüsse als Diplom-Kaufmann der Handelshochschule Leipzig und Bankfachwirt (IHK) sowie acht Jahre einschlägige Berufserfahrung in einem genossenschaftlichen Kreditinstitut. Daraus resultiert seine Affinität für die Beratung in allen unternehmerischen Fragestellungen zu Finanzierungen und Investitionen.
Herr Schmidt ist Lehrbeauftragter des Freistaats Sachsen an der University of Applied Science Mittweida sowie Mitglied im Fachbeirat der Westsächsischen Hochschule Zwickau im Masterstudiengang FACT (Financial Accounting, Controlling & Taxation) von Prof. Dr. habil. Labrenz.
Nach 18 Jahre Berufserfahrung bei Big Four und Next Ten Wirtschaftsprüfungsgesellschaften ist er seit 2022 Partner bei addVALUE.
In recent years, he has supported technology-based companies (particularly in the e-commerce sector) and companies in the automotive supply industry in the preparation and auditing of annual financial statements. In addition to the classic audit, the focus of the subject areas was also on advising and documenting internal processes, their design and connection to external accounting. He has relevant knowledge and experience in auditing accounting-related IT systems and data analysis.
His advice on business issues relating to internal accounting is highly valued by his clients. He is therefore an expert in the field of cost and performance accounting and, derived from this, in particular the valuation of inventories (work in progress and finished goods or services) or self-created intangible assets.
He also has a degree in business administration from the Leipzig Commercial College (HHL Handelshochschule Leipzig) and as a banking specialist (IHK) as well as eight years of relevant professional experience in a cooperative bank. This results in his affinity for advice on all entrepreneurial issues relating to financing and investments.
Mr. Schmidt is a lecturer for the Free State of Saxony at the University of Applied Science Mittweida and a member of the Advisory Board of the West Saxon University of Applied Sciences in Zwickau in the master's program FACT (Financial Accounting, Controlling & Taxation) by Prof. Dr. habil. Labrenz.
After 18 years of professional experience at Big Four and Next Ten auditing firms, he has been a partner at addVALUE since 2022.
In addition to classic tax advice, her work focuses primarily on comprehensive tax-optimizing and structuring advice on the design of economic processes. In view of the constantly changing economic conditions, the ever-increasing demands in connection with digitization, modernization and optimization of operational processes, tax policy issues should not be ignored either. From this derives her claim not only to advise her clients on an ad hoc basis, but also to accompany company developments accordingly. Associated with this, one of the focal points of her work is the support of corporate transformations and issues related to corporate succession.
Another focus of her work is the support of mandates in the real estate sector with the solution of all related tax issues.
After graduating with a degree in business administration from the University of Leipzig, commercial college course, she initially worked in the field of market research (financial sector and new media) and then, after graduating as an accountant (IHK), worked in tax advisory.
She has been a partner at addVALUE since 2022 and has been a self-employed tax consultant since 2019.
As a specialist consultant for international tax law, he advises both foreign investors on setting up their activities in Germany (inbound) and domestic companies on their expansion abroad (outbound). In addition, he also supports foreign employees in fulfilling their domestic tax return obligations.
He supports companies in the further development of digitization through automation and the definition and optimization of accounting-related business processes.
For many years he has looked after real estate companies in all their tax issues (e.g. in the case of the extended property reduction for trade tax) as well as in the support of real estate transactions (asset and share deal structures) and in ongoing tax audits.
He has been a partner at addVALUE since 2018 and previously worked for the TLC Group in tax advisory for more than three years. He also worked for BIG4 companies such as PwC and KPMG as well as medium-sized audit firms for more than eight years.
In recent years he has advised technology-based companies (in particular software, SaaS, IaaS, eCommerce, game & app development and online agencies) in addition to the preparation and auditing of annual financial statements and ongoing tax advice in the areas of international growth. In addition to providing advice and documenting international transfer prices, the focus of the subject areas was also on transaction support and the design of internal (reporting) processes.
Another focus is the preparation of financial statements for special purposes (e.g. in the context of corporate transactions) as well as the preparation of consolidated financial statements - in particular according to international accounting principles (e.g. IFRS). Due to his many years of experience in supporting real estate portfolio holders (residential and commercial, funds, municipal housing companies and capital market-oriented portfolio holders), he has a special affinity for accounting issues in the real estate sector.
He has been a partner at addVALUE since 2018 and previously worked for the TLC Group for more than five years advising technology-based companies on tax law and as co-chair of the technology sector within the Alliott Group - an international association of auditing and tax advisory firms. He also worked for KPMG in the Audit Real Estate department for twelve years - most recently as an authorized signatory - and audited municipal and listed housing companies, property managers, property developers and real estate funds.
As a specialist consultant for international tax law, he advises both foreign investors on setting up their activities in Germany (inbound) and domestic companies on their expansion abroad (outbound). In addition, he also supports foreign employees in fulfilling their domestic tax return obligations.
He supports companies in the further development of digitization through automation and the definition and optimization of accounting-related business processes.
For many years he has looked after real estate companies in all their tax issues (e.g. in the case of the extended property reduction for trade tax) as well as in the support of real estate transactions (asset and share deal structures) and in ongoing tax audits.
He has been a partner at addVALUE since 2018 and previously worked for the TLC Group in tax advisory for more than three years. He also worked for BIG4 companies such as PwC and KPMG as well as medium-sized audit firms for more than eight years.
In recent years he has advised technology-based companies (in particular software, SaaS, IaaS, eCommerce, game & app development and online agencies) in addition to the preparation and auditing of annual financial statements and ongoing tax advice in the areas of international growth. In addition to providing advice and documenting international transfer prices, the focus of the subject areas was also on transaction support and the design of internal (reporting) processes.
Another focus is the preparation of financial statements for special purposes (e.g. in the context of corporate transactions) as well as the preparation of consolidated financial statements - in particular according to international accounting principles (e.g. IFRS). Due to his many years of experience in supporting real estate portfolio holders (residential and commercial, funds, municipal housing companies and capital market-oriented portfolio holders), he has a special affinity for accounting issues in the real estate sector.
He has been a partner at addVALUE since 2018 and previously worked for the TLC Group for more than five years advising technology-based companies on tax law and as co-chair of the technology sector within the Alliott Group - an international association of auditing and tax advisory firms. He also worked for KPMG in the Audit Real Estate department for twelve years - most recently as an authorized signatory - and audited municipal and listed housing companies, property managers, property developers and real estate funds.
In recent years, he has supported technology-based companies (particularly in the e-commerce sector) and companies in the automotive supply industry in the preparation and auditing of annual financial statements. In addition to the classic audit, the focus of the subject areas was also on advising and documenting internal processes, their design and connection to external accounting. He has relevant knowledge and experience in auditing accounting-related IT systems and data analysis.
His advice on business issues relating to internal accounting is highly valued by his clients. He is therefore an expert in the field of cost and performance accounting and, derived from this, in particular the valuation of inventories (work in progress and finished goods or services) or self-created intangible assets.
He also has a degree in business administration from the Leipzig Commercial College (HHL Handelshochschule Leipzig) and as a banking specialist (IHK) as well as eight years of relevant professional experience in a cooperative bank. This results in his affinity for advice on all entrepreneurial issues relating to financing and investments.
Mr. Schmidt is a lecturer for the Free State of Saxony at the University of Applied Science Mittweida and a member of the Advisory Board of the West Saxon University of Applied Sciences in Zwickau in the master's program FACT (Financial Accounting, Controlling & Taxation) by Prof. Dr. habil. Labrenz.
After 18 years of professional experience at Big Four and Next Ten auditing firms, he has been a partner at addVALUE since 2022.
In addition to classic tax advice, her work focuses primarily on comprehensive tax-optimizing and structuring advice on the design of economic processes. In view of the constantly changing economic conditions, the ever-increasing demands in connection with digitization, modernization and optimization of operational processes, tax policy issues should not be ignored either. From this derives her claim not only to advise her clients on an ad hoc basis, but also to accompany company developments accordingly. Associated with this, one of the focal points of her work is the support of corporate transformations and issues related to corporate succession.
Another focus of her work is the support of mandates in the real estate sector with the solution of all related tax issues.
After graduating with a degree in business administration from the University of Leipzig, commercial college course, she initially worked in the field of market research (financial sector and new media) and then, after graduating as an accountant (IHK), worked in tax advisory.
She has been a partner at addVALUE since 2022 and has been a self-employed tax consultant since 2019.
