Municipalities and education providers

Tax evenings for residents

Adult education centre, community hall, seniors' office: we come to your rooms and explain what actually applies locally – from retirement taxation to rentals to the volunteer lump sum.

Couple reviewing documents together with a calculator

What you get

A talk series for your programme

Ready-made modules that can be booked singly or as a series: basic allowance, commuting allowance, renting, investment income, retirement.

Individual slots after the talk

People who are interested get an appointment to have their situation checked – within our mandate as a tax assistance association.

Volunteering and clubs

Volunteer lump sum, trainer lump sum, donation receipts: we explain what applies to volunteers and to clubs.

Visibility for your institution

We name you as the organiser, link your dates and supply notices for your announcements.

How the cooperation runs

  1. 01

    Clarify the need

    Which groups come to you? We suggest two or three suitable modules.

  2. 02

    Room and date

    You provide the room and the announcement, we bring the speaker and the handouts.

  3. 03

    Evening event

    60 minutes of talk, 30 minutes of questions, individual appointments afterwards on request.

  4. 04

    Review

    We report attendance and follow-up questions and agree the next module.

What we do not do

We advise residents within our legal mandate on their income tax return and in objection proceedings. Municipal tax questions, statute law and economic promotion belong with licensed tax advisors.

Common questions

  • What does the event cost us?

    The talk evenings are free for your institution. Those who become members afterwards pay the regular fee.

  • Do we also advise on site afterwards?

    Individual appointments run through our advisory office in Rosenheim; on request we arrange a slot.

  • Do you also come to smaller municipalities?

    Yes. We start from a small number of participants and combine dates regionally where that fits.

Contact

Four ways to reach us

Pick what suits your organisation best: an appointment, an enquiry, an email or a call.

Send us an enquiry

The form goes straight to our advisory office. No newsletter, no automatic follow-up.

Lexo.Tax e. V. advises within the limits of § 4 StBerG: income tax returns and objection proceedings for individuals.

We use your details only for this enquiry and do not pass them on.