Holding Financial Statements for only 319*

The All-Inclusive Package includes:

• Professional preparation of financial statements for your holding GmbH or holding UG

• Processing of the required resolution via the Resolvio platform

• Preparation and submission of corporate tax and trade tax returns

• Mandatory filing and publication in the Federal Gazette (company register)

Note: The stated price is plus VAT.

The All-Inclusive Package is exclusively suitable for purely asset-managing investment holding companies that meet the following criteria:

• Legal form of GmbH or UG (limited liability)

• No operational activity

• Participation in other GmbHs or UGs as the only asset

• Purely asset-managing activity (no commercial activity, no VAT liability)

The process is incredibly simple:

1. Select the appropriate financial year

2. Upload bank statements and documents for the relevant year

3. Done: The Resolvio partner law firm takes care of the rest. You stay informed at all times.

Through the use of AI-supported financial statement technology, our tax advisor partners can offer standard financial statements at a significantly lower price than conventional tax consulting firms. Normal firms often charge at least €1,000 for a holding financial statement, while additional services such as tax returns and Federal Gazette publication would incur additional costs.

The contract for the preparation of financial statements and tax returns is exclusively with the Resolvio partner firm SOLVING TAX. With attorney and tax advisor Hubertus Scherbarth LL.M., B.A., the firm has a proven expert in the field of corporate and tax law.

A purely asset-managing investment holding (also called 'vvGmbH' or 'vvUG') is a company that does not engage in its own operational activities but exclusively holds participations in other companies. It is not commercially active and not subject to VAT. Its purpose is to hold and manage participations in other companies.

Publication or filing in the Federal Gazette (company register) is legally required for corporations. Failure to comply with this obligation can lead to fines. Our package includes this service to ensure that you comply with all legal obligations.

Yes, a purely asset-managing holding company may invest in ETFs (Exchange Traded Funds). As part of its asset management activities, the holding company can invest not only in corporate shareholdings but also in various capital investments such as ETFs, stocks, bonds, or other securities.

This can even be tax-advantageous, as profits that already arrive in the holding company with minimal tax burden (e.g., through the participation exemption) can subsequently be reinvested in diversified ETF portfolios. However, it is important that the main activity remains asset management and no commercial activity is carried out, so as not to jeopardize the status as an asset management company.

The typical annual costs for an asset-managing holding GmbH or holding UG are composed as follows:

• Annual financial statements & tax returns: With conventional tax advisors approx. €1,000-2,500 annually

• Publication in the Federal Gazette: Approx. €35-70 annually

• Chamber of Commerce fee: Depending on location and capital approx. €80-200 annually

• Account management fees: Approx. €60-180 annually for a business account

• Possible notary costs: For shareholder resolutions or changes approx. €50-500 (case by case)

This adds up to an average of €1,225-3,450 per year with traditional processing.

With the Resolvio all-inclusive package, you significantly reduce tax advisor costs to only €319 (plus VAT) for annual financial statements, tax returns, and Federal Gazette publication. This means savings of up to 90% compared to conventional solutions. The remaining costs (mainly Chamber of Commerce fees and account management fees) still apply separately.

Yes, our partner law firm takes care of creating the balance sheet and its filing/publication in the electronic company register (formerly Bundesanzeiger) and submission to the tax office.

Yes, tax registration and opening balance sheet is available as an additional service for €89 net.

The receipt is always required. If it appears on the bank statement, we can match it. If not, it will be booked as a liability.

If you commission the annual financial statements for 2025, payment is made first without receipt upload. We will then contact you again in February 2026 with an upload form. By then, all receipts for the year 2025 should be available.

No, no subscription is concluded. It is a one-time commission per financial year.

Do you want to recommend Resolvio to your friends and benefit from successful referrals?

Resolvio offers a referral program for the annual financial statement package. More information can be found in the app.

The referral program is an offer from Resolvio GmbH, which exists independently of the respective mandate relationship with SOLVING TAX (Attorney and Tax Advisor H. Scherbarth). Therefore, it is not possible to offset the bonus from the referral program against the fee for the annual financial statement package.

No, since the holding UG usually receives few to no invoices and doesn't write any itself, you don't need to keep books with accounting software during the year. You simply collect the receipts, upload them to us at the end of the year, and you're done with your annual bookkeeping obligations. This way, you handle virtually all the administrative work of the holding UG.

We process the annual closing orders usually within 3 to 4 weeks. This processing time is guaranteed when booking the Fast-Track.