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Careful and Personal Tax Advice 

Our office offers a wide range of services to assist individuals and businesses in managing their financial and tax obligations. The key areas in which our tax advisors can provide support are:


  • Income tax return: the correct and timely submission of your annual tax return, including the optimisation of deductions and tax benefits.
  • Support in purchasing a house or mortgage: when buying a house or taking out a mortgage, our advisors can provide valuable assistance:
    • Mortgage interest deduction: advice on how to make the most of the mortgage interest deduction to reduce your tax burden.
    • Financial planning: assistance in creating a financial plan to manage your long-term home financing.
  • Gift and Inheritance Tax: gifting and inheriting can have significant tax implications. We help to ensure these processes run smoothly.
    • Gift tax: advice on the annual gift exemptions and how you can save tax by gifting strategically.
    • Inheritance tax: support in filing the inheritance tax return and optimising exemptions and deductions to reduce the tax burden.
  • Financial Planning: we offer comprehensive financial planning services to help you achieve your financial goals:
    • Pension planning: advice on how you can save for your pension and what tax benefits are available
    • Investments: assistance in selecting investments that align with your financial goals and risk profile, including tax optimisation.
    • Budgeting: Support in creating a budget to manage your expenses and ensure financial stability

Our tax advisors are valuable partners in managing your financial and tax obligations. Whether it involves filing tax returns, purchasing a home, planning gifts and inheritances, or preparing a financial plan, Auwerda & Co. provides the expertise and support needed to achieve your financial goals and maximise tax benefits.

The Declaration Process


At Auwerda & Co., we understand that submitting your tax return can raise many questions. Whether it concerns income, pensions, your own home, or assets in box 3, it is essential to make the right choices to optimise your tax burden. We guide you step by step through the filing process, so you can be sure that everything is arranged correctly and advantageously.

Box 1 - income


Income

Your income forms the basis of your tax return. This can consist of wages, profits from business, or other sources of income. We ensure that all deductions and tax benefits, such as the employment tax credit and the tax allowances, are applied optimally. This way, you will never pay more tax than necessary. 



Pension

The tax regulations surrounding pensions can be complex, especially if you are building up a pension through an employer or have a private pension provision. We help you understand how your pension is taxed and advise you on ways to save on tax, for example by utilising deductible costs for annuities or supplementary pensions.


Own home

The own home has a significant impact on your tax return, both in the form of deductions for mortgage interest and possible additions for the own home. We assist you in optimally utilising the mortgage interest deduction and advise you on the tax implications of owning a property, including the WOZ value and the imputed rental value.

Box 3 - assets


If you have assets, such as savings, investments or other possessions, these fall under box 3. The tax rate in box 3 is, for now, based on a deemed return, and we ensure that your assets are reported correctly and that you take advantage of any exemptions, such as the tax-free allowance. We will work with you to explore smart strategies to reduce your tax in box 3. 


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Giving...the new saving 


Gifting can be a powerful means of transferring wealth to your loved ones, but it also comes with tax-related obligations.

At Auwerda & Co., we not only help you make the most of the exemptions, but we also ensure that the tax return is completed correctly. We provide expert advice on the options and tax implications of gifting, so you can give while retaining benefits.

Learn more

Support in inheritance

The process of inheritance can be emotional and complex, both legally and fiscally. At Auwerda & Co., we understand the challenges involved in handling an estate and provide you with expert guidance, so you take the right steps and are not caught by surprise.

We ensure that the handling of the inheritance proceeds smoothly, both in terms of tax returns and within the set deadlines.

Learn more

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