Maximizing Pensions, Minimizing Taxes
  • Initial Consultation & Recommendations (1 hour max.): $ 125 plus applicable expenses 
  • Initial Consultation on "Vollstreckungsankuendigungen": $ 150 plus applicable expenses  
  • Initial Consultation on Nachlassangelegenheiten: $ 150 plus expenses  
  • German Pension Application (Rentenantragstellung): starting at $ 150 plus applicable expenses 
  • 10% of retroactive pension payment (Rentennachzahlung) upon written agreement 
  • Application for Reinstatement of German Pension (Antrag auf Wiedereinsetzung der Rente): $ 125
  • 10% of retroactive pension payment (Nachzahlung auf Wiedereinsetzung der Rente)
  • Appeal (Einspruch) of German pension decisions (Rentenbescheid): $ 125 plus applicable expenses
  • Application for return of German pension contributions (Antrag auf Beitragsersttaung): $  250
  • 10% of return of German pension contributions over $ 2,000 (to be paid as a retainer
  • Review of German tax assessments / correspondence from the German tax authority: $ 100
  • Appeal (Einspruch) of German tax assessments: $ 125 plus applicable expenses; or 
  • 10% of applicable total German tax savings greater than $1,000 (to be paid as a retainer)
  • Adjustment Requests to CRA under German-Canadian pension & tax treaty: $ 75 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 $ 125
  • Calculation of federal & provincial foreign tax credits (German, Austrian, Swiss): $ 50 per tax year
  • Requests for past German pension decisions (Rentenbescheid) & amounts in following years: $ 75 
  • Requests for copies of German tax assessments (Steuerbescheide) retroactive to 2005: $ 100 
  • Formal letters, including cover letters: starting at $ 75 plus applicable expenses
  • Email replies that have been sent for reviews or translations of German documents: $ 75
  • Others such as appeals with the German Tax Court or Probate Court - TBD upon agreement