Maximizing Pensions, Minimizing Taxes
  • Initial Consultation & Recommendations (up to 1 and 1/2 hour): $ 95 plus applicable expenses 
  • Consultation on "Vollstreckungsankuendigung" (up to 1 hr): $ 100 plus applicable expenses  
  • German Pension Application (Rentenantragstellung): starting at $ 135 plus applicable expenses 
  • 10% of retroactive pension payment over $ 1000 (Rentennachzahlung auf Antrag)
  • Application for Reinstatement of German Pension (Antrag auf Wiedereinsetzung der Rente): $ 95
  • 10% of retroactive pension payment (Nachzahlung auf Wiedereinsetzung der Rente)
  • Appeal (Einspruch) of German pension decisions (Rentenbescheid): $ 95 plus applicable expenses
  • Application for return of German pension contributions (Antrag auf Beitragsersttaung): $ 135
  • 10% of return of German pension contributions over $ 5,000 (to be paid as a retainer
  • Review of German tax assessments / correspondence from the German tax authority: $ 95
  • Appeal (Einspruch) of German tax assessments: $ 50 per tax year
  • 10% of applicable total German tax savings, if greater than $1,000 (to be paid as a retainer)
  • Adjustment Requests to CRA under German-Canadian pension & tax treaty: $ 45 per tax year 
  • 10% of refund of Adjustment Requests under the German-Canadian pension & tax treaty
  • Canadian income tax returns involving German pension amounts: starting at $ 85
  • Calculation of federal & provincial foreign tax credits (German, Austrian, Swiss): $ 35 per tax year
  • Requests for past German pension decisions (Rentenbescheid) & amounts in following years: $ 65 
  • Requests for copies of German tax assessments (Steuerbescheide) retroactive to 2005: $ 65 
  • Formal letters, including cover letters: starting at $ 60 plus applicable expenses
  • Email replies that have been sent for reviews or translations of German documents: $ 50
  • Other such as appeals with the German Tax Court or Probate Court - TBD upon agreement