+49 89 5 40 20 10 · Mon – Fri 8:00 – 18:00

DE

TAX ADVISORS · AUDITORS · MUNICH SINCE 2004
Clear numbers. Calm decisions.

For companies, founders and families who want a firm that thinks ahead – and explains everything in plain words.

CLIENTS

1,200 companies and families

PEOPLE

60, three partners

SINCE

2004, Maxvorstadt

LANGUAGES

German, English, Arabic

OUR PROMISE
We do not just file your taxes. We make sure you never have to think about them at the wrong moment.
A YEAR WITH CASTELL

Four quarters. No surprises.

Every client gets a plan for the whole year – so deadlines, decisions and savings arrive in the right order.

Q1

JANUARY – MARCH

Annual accounts, closed early.

Your statements are ready before the bank asks – and you see the result before anyone else.

Q2

APRIL – JUNE

Talks where you work.

We come to your company, not the other way round. Twice a year, with your numbers on the table.

Q3

JULY – SEPTEMBER

Growth, structured.

Financing rounds, new locations, employee shares – planned with you before the contracts are signed.

Q4

OCTOBER – DECEMBER

Next year, planned today.

Year-end planning, succession, investments. The decisions that save the most are made in autumn.

WHO WE WORK FOR
Three kinds of clients. One standard.

From 20 to 2,000 employees.

Accounting, payroll, annual statements and audits – with one partner who knows your company, not a hotline.

Monthly figures by the 10th

Audit and tax from one firm

Succession planning

From the first invoice to the exit.

Legal form, funding rounds, employee shares and a finance stack that grows with you. We speak English and Excel.

Company formation in two weeks

Investor-ready reporting

ESOP and VSOP structures

Your return, your property, your estate.

Income tax, rental property, inheritance and gifts – planned calmly, so your family does not have to guess later.

Tax return with portal

Real estate and rentals

Inheritance and gifts

THE CASTELL PORTAL
Receipts in a shoebox? Not any more.

Snap a receipt, connect your bank, sign in one click. You see what we see – and what is still missing – at any time.

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IN NUMBERS

Twenty-two years of quiet results.

€ 48 m

in tax advantages secured for our clients last year

1,200

companies, founders and families

0

missed deadlines since 2004

24 h

answer time, guaranteed in writing

THE PARTNERS

You always talk to a partner.

Four partners, each with a clear focus – and every client has one of them as a direct contact.

Dr. Clara Castell

Founding partner · Tax advisor

International tax, holding structures

Julian Reiter

Partner · Auditor

Audits, reporting, due diligence

Amira Haddad

Partner · Tax advisor

Founders, tech and employee shares

Thomas Engel

Partner · Tax advisor

Succession and family businesses

IN THEIR WORDS
Quiet, precise, always reachable.
Our monthly figures arrive on the 8th. In twelve years I have not had to chase a single number.
Petra Lindmayr
Managing director, 140 employees
The portal told us our refund before we had even finished reading the letter.
Family Weber
Private clients
I upload receipts from my phone between patients. Everything else simply happens.
Dr. Leonie Brandl
Medical practice
Thomas Engel planned our succession over three years. My daughter took over without a single surprise.
Georg Hubmann
Family business, third generation
Castell structured our seed round and our ESOP in English, on Slack, on time. That is rare.
Jonas Albrecht
Founder, SaaS company
FIRST MEETING · FREE OF CHARGE
Let’s talk.

About your company. your succession. your return.

Sixty minutes, one partner, your questions. Afterwards you know where you stand – whether you work with us or not.

or call +49 89 5 40 20 10

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