Time Flexibility
Informed Decision-Making and Tax Optimization
Trust and
Legal Assurance
Through a collaborative, proactive, and efficient partnership as well as the use of the latest technologies
Understanding available options to make forward-looking tax decisions
Developing confidence for the future by applying best practice methods, even amidst numerous tax law ambiguities
What I strive
to achieve
for you
I am focused on
Financial Services Tax
Tax Advice for Corporations
Inhouse Advice / Support
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Taxation of German Corporations and Branches within the Financial Services Industry
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Taxation of domestic and foreign Private Equity Funds in Germany (both at fund level and investor level)
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Taxation of investments in private and business assets
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Tailored income tax and VAT consulting solutions for your company, specializing in medium-sized, large and publicly traded corporations
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Services include strategic tax planning, tax return preparation and support during tax audits
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Individualized consulting on tax-related matters
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Internal tax projects, such as Tax Compliance Management Systems, tax process documentations and providing second opinions
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Assistance with tax reporting and accounting
Services
Bookkeeping & Accounting
Annual Financial Statements
Preparation of Tax Returns
Benefit from a fully digital accounting system that leverages the latest technological advancements
Preparation of local GAAP (HGB) and Tax Balance Sheets as well as Income Statements.
For all areas of tax filings: I am pleased to prepare your annual tax returns
Tax Accounting/Reporting
Tax Defense
Individualized Tax Consulting Services
Assistance in determining and reviewing tax positions in monthly, quarterly, annual and consolidated financial statements according to HGB and IFRS.
Calculation of deferred taxes and assessment whether deferred tax assets can be recognized for the carryforward of unused tax losses and unused tax credits.
Consultation during tax audits and appeal procedures.
Second opinions—obtain an independent assessment to make informed decisions
Based on your goals, we identify and develop tailored, practical solutions to maximize tax benefits
About Me
I am pleased to introduce myself: My name is Bernd Petzold, founder and CEO of Petzold GmbH StBG, where I serve as a certified Tax Advisor.
I prioritize a forward-thinking, efficient approach and deliver high-quality results. To provide you with the best possible advice, I strive to understand your values, aspirations and challenges.
My commitment to a successful collaboration includes:
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Sincere and trustworthy communication
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Customized, solution-oriented consulting based on extensive expertise and practical experience, while considering the latest developments in tax law
CV
10/2024 – Founder and CEO of Petzold GmbH StBG, Bad Tölz
2020 – 2024 – (Senior) Manager, Financial Services Tax, KPMG AG, Munich
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Corporate and VAT advisory for domestic banks and branches of foreign financial services provider
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Review of tax positions in annual and consolidated financial statements under HGB and IFRS
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Preparation of partnership tax returns for foreign private equity funds
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Consulting on the implementation of Tax Compliance Management Systems (Tax CMS) and tax process documentations
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Disciplinary leadership of professionals, interns and working students
2020 – Certified Tax Advisor Appointment
2014 – 2020 – From Intern to Assistant Manager, Financial Services Tax, KPMG AG, Munich
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Calculation of income from investments in shares and funds for voluntary self-disclosures
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Preparation of corporate tax returns for banks, financial service providers and holding companies
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Preparation of partnership tax returns for foreign private equity funds
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Drafting tax opinions
2016 – 2019 –Mannheim Master of Accounting and Taxation, University of Mannheim
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Training future tax professionals and executives in international taxation, tax planning, and interdisciplinary case studies
2012 – 2015 – Bachelor’s Degree in Law and Economics, University of Augsburg
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Focus on tax consulting and auditing, combining legal and economic expertise
2010 – 2014 – Part-time Tax Assistant
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Specializing in industrial and craft sectors
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Preparation of financial statements for sole proprietors and partnerships
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Filing of private and corporate tax returns
2007 – 2010 – Apprenticeship as a Tax Advisors Assistant
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Specializing in industry, craft, and gastronomy/catering
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Preparation of financial statements, bookkeeping and payroll accounting and tax returns for individuals
Contact Details
Please schedule a free consultation via phone or email to discuss your tax situation and objectives. During this meeting, I am also happy to address any organizational questions you may have, such as the process of transitioning from your current tax advisory firm. The meeting will last about 30 minutes and is located at your firm or via Microsoft Teams (no license needed).
You can reach me as follows:
Petzold GmbH Steuerberatungsgesellschaft
Schönbergstraße 7
83646 Bad Tölz
Email:
Mobil: +49 151 556 770 60
