Bernd Lenzen

Wirtschaftsprüfer, Steuerberater, Partner
Diplom-Betriebswirt

 

Tätigkeitsschwerpunkte

• Jahresabschlussprüfung (Einzelabschlüsse und Konzernabschlüsse)
• Sonderprüfungen
• Jahresabschlusserstellung
• Unternehmensbewertung
• Due Diligence und Begleitung von Unternehmenstransaktionen
• Betriebswirtschaftliche Beratung und Gutachten
• Compliance Management Systeme
• Unternehmensgründungen und Umstrukturierungen
• Nachfolgeplanungen und Rechtsformgestaltung
• Datenanalysen
• Unternehmensbesteuerung
• Steuerliche Beratung von mittelständischen Unternehmen und Unternehmern
• Begleitung und Beratung bei Betriebsprüfungen, Einspruchs- und Klageverfahren

 

Zusatzqualifikation

Dozent für ausgewählte Themen

 

Patricia Klüsener

Certified Public Accountant (CPA Germany) Auditor, Tax Consultant
Business Graduate

 

Practice Areas

• Consolidated accounting according to German Commercial Code (HGB) and IFRS
• Financial Due Diligence investigations
• Advice in connection with company acquisitions and disposals
  (Merger & Acquisition advice)
• Modelling of planning of scenarios
• Development of remediation concepts
• Crisis management of companies
• Financial modelling, deviation and plausibility analyses
• Consulting in the field of optimization of accounting and bookkeeping systems
• Audits of annual financial statements, confirmations of value,
• Certificates according to Section 16 of the Makler u. Bauträgerverordnung (MaBV) (German Brokers and Property Developers Ordinance)
• Company valuations according to IDW (German Institute of Public Auditors) S1

Industry focus: Plant construction, industrial and automotive sector, public companies, especially energy supply, real estate

 

Professional background

1986–1991
Studied Business Administration at the University of Cologne, focus on Industrial Management, Auditing and Tax Law, graduated as Diplom-Kauffrau (Graduate of Business Administration)

1991–1997
Activity in the audit department of KPMG Peat Marwick, Düsseldorf, renamed KPMG DTG AG, Düsseldorf

1996
Examination and appointment as tax consultant

1997–1999
Employee of Ernst & Young AG, Frankfurt, Senior, Manager/Prokurist (Authorized Signatory)

1999
Appointment as auditor

1999–2009
Manager/Authorized Signatory of Ernst & Young AG, Düsseldorf, in the Audit Department

Since 2009
Individual private practice in Meerbusch

Since April 2019
Partner of the tax firm GRP Gilz Reisen & Partner, Steuerberater · Wirtschaftsprüfer

 

Consulting languages
German, English

Julia Borack

Steuerberaterin / tax consultant

Fachberaterin for international tax law
Diplom Finanzwirtin (FH) / Graduated in tax administration
Master of Laws (Taxation)

 

Practice Areas

• Inheritance tax law / gift tax law
• Value-added tax law
• Tax planning
• Consultation on tax audits, opposition proceedings and legal actions
• Private and operational (business) tax returns

 

Professional background

2011-2014
Combined study programme at Fachhochschule für Finanzen (University of Applied Sciences for taxation), Nordkirchen

2014-2018
Tax assistant in the tax firm Gilz Reisen & Partner

2018
Appointment as a tax consultant

2018-2020
Studied Tax Law at the Westfälische Wilhelms-Universität, Münster
Graduated with Master of Laws (LL.M)

2018 to today
Tax consultant as employee pursuant to Art. § 58 StBerG in the tax firm GRP Gilz Reisen & Partner, Steuerberater · Wirtschaftsprüfer

 

Consulting languages
German, English

Robin Magunski

Steuerberater / tax consultant
Master of Laws (Tax Law)

 

Practice areas

• Preparation of financial statements according to HGB and tax balance sheets (E-balance sheet)
• Consultation on tax audits, opposition proceedings and legal actions
• Private and operational (business) tax returns
• Value-added tax law
• Supporting and consulting clients to digitalize their accounting, tax return or other business processes

 

Professional background

2014–2017
Apprenticeship as a tax consultant in a medium-sized tax firm in Düsseldorf

2014–2018
Studied Tax Law at FOM, University of Applied Science for Economics and Management, Düsseldorf (B.A. Tax Law)

2014–2018
Tax assistant in a medium-sized tax firm in Düsseldorf

2018–2020
Postgraduate degree in Tax Law at Ruhr-University Bochum
Graduated with Master of Laws

2019–2021
Tax assistant at Gilz Reisen & Partner, Steuerberater · Wirtschaftsprüfer

2021
Appointment as a certified tax consultant

2021 bis heute
Tax consultant as employee pursuant to Art. § 58 StBerG in the tax firm GRP Gilz Reisen & Partner, Steuerberater · Wirtschaftsprüfer

 

Consulting languages
German, English

Peter Zimmermann

tax consultant
Graduate economist

 

Practice Areas

• Preparation of financial statements according to HGB and tax balance sheets (E-balance sheet)
• Corporate tax law for corporations and partnerships
• Group / affiliation taxation
• Tax law of the company purchase
• Advising on audits and opposition procedures
• Business start-ups and restructuring
• Tax-optimized corporate finance
• Optimization of process flows in accounting
• Value-added tax law
• Company valuations

 

Professional background

1999-2005
Studied economics at the Rheinische Friedrich-Wilhelms-Universität, Bonn, focusing on financial sciences, in particular the analysis of tax systems and optimization under economic aspects
Study internship in the tax department of Wirtschaftsprüfungsgesellschaft KPMG AG, Cologne
Graduated economist

2006-2012
Employee in a medium-sized tax firm in Düsseldorf

2009-2011
External consultant in a globally active American company in North Rhine-Westphalia

2012
Appointment as a tax consultant

2012 to today
Tax consultant as employee pursuant to Art. § 58 StBerG in the tax firm GRP Gilz Reisen & Partner, Steuerberater · Wirtschaftsprüfer

 

Consulting languages
German, English