Ypsilon is a young, owner-managed consulting company with three integrated business units – Tax, Audit & Advisory – and more than 150 highly qualified employees at the locations in Cologne, Munich, Düsseldorf and Hamburg.
Our clients are passionate financial service providers, investors, initiators and entrepreneurs, whom we support with our interdisciplinary teams in dealing with their individual challenges.
We combine local expertise and individuality with the cross-location experience of more than 40 professionals, placing great emphasis on long-term, personal relationships with our employees and clients.
Ypsilon offers new career opportunities in an environment that values the promotion of creativity and personal development. Further information on the details and opportunities can be found on our careers page.
We are convinced that less is often more and consciously focus our services on the areas of Financial Services, Fund Solutions and Corporate. Specialization ensures a sound understanding of the market and tailor-made economic solutions.
Wir sind davon überzeugt, dass weniger oft mehr ist und legen den Fokus unserer Dienstleistungen bewusst auf die Bereiche Financial Services, Fund Solutions und Corporate. Denn Spezialisierung gewährleistet fundiertes Marktverständnis und maßgeschneiderte wirtschaftliche Lösungen.
As an experienced auditor and tax consultant, Stephan advises medium-sized entrepreneurs and their companies on challenging business and tax issues. From auditing and M&A projects to succession planning, Stephan is a generalist for the entire range of business management issues, usually with an international focus.
Stephan has been entrepreneurially active for many years as a partner and managing director of medium-sized, internationally oriented consulting organizations in auditing and tax consulting. As co-founder of Ypsilon, Stephan transferred his entrepreneurial activities to Ypsilon in 2021 and is responsible for a demanding international client portfolio.
As an auditor, Peter advises and audits banks, investment funds, leasing companies and service providers on commercial law and regulatory issues. He is also responsible for human resources at Ypsilon.
Before joining Ypsilon, Peter founded Millennium Partners WPG with a focus on international structures, which joined the Ypsilon Group in January 2024. Previously, he worked as an auditor for EY and KPMG in Financial Services and for the medium-sized, international law firm Vistra (formerly optegra) as a partner and managing director.
Investment Laws (Baur/Tappen/Mehrkhah)
Due to his legal training and many years of Big 4 “international corporate tax” experience, Martin is an all-rounder in tax law who is also active in other areas of law and transfer pricing.
Before joining Ypsilon, Martin founded Düsseldorf-based FIDARIS together with Georg Keller and Stephan Lindermann, where he successfully continued his 15 years of experience as a Frankus partner (tax & legal) in the SME sector. FIDARIS has been part of the Ypsilon Group since January 2024. Through his international client base, Martin has also acquired in-depth theoretical and practical knowledge in the field of transfer pricing. After completing both state examinations in law and his doctorate, Martin worked for around 8 years at KPMG in Düsseldorf in the “International Corporate Tax” department, and after passing his tax advisor exams he was an authorized signatory.
As an all-rounder for auditing and consulting, Mirko audits German units of international corporations as well as German SMEs. He is also an expert in processes and information technology, particularly for clients in the financial industry.
In 2020, he embarked on the Ypsilon journey as a founding partner. After completing his academic training, he learned the trade of tax consultant and auditor, initially at the medium-sized law firm optegra. When optegra became part of Vistra, it developed into an international law firm.
At Ypsilon, Maximilian and his team focus primarily on the areas of private equity and corporate. He also advises funds in particular in the areas of outsourcing and administration.
Before joining Ypsilon, Maximilian founded MILLENNIUM PARTNERS with a focus on closed-end fund structures, which joined the Ypsilon Group in January 2024. Previously, he worked as a lawyer for medium-sized, partly international law firms such as Vistra.
As a specialist in closed-end fund structures, Björn advises fund managers and initiators of private equity funds in all areas of commercial and tax law. Björn also assists our clients with the outsourcing of back and middle office functions and reporting.
Björn has been working in the field of closed-end fund structures for more than 20 years and during this time has also become familiar with other asset classes such as real estate, aircraft and infrastructure in addition to private equity. As a founding partner, Björn has been part of the Ypsilon Group since January 2021. Previously, he worked as a tax consultant and director in a medium-sized, international law firm in Cologne.
As a specialist in closed-end fund structures, Tobias advises initiators of private equity and real estate funds on all aspects of tax law.
Tobias advises initiators of Private Equity and Real Estate Funds on all matters related to tax. Prior to joining Ypsilon, he founded the Millennium Partners together with Maximilian Kerndl in Munich with focus on Private Funds, which merged with Ypsilon in January 2024. Previously, he worked as a tax advisor for several medium-sized, international tax and audit firms such as optegra, Vistra and Acconsis as a Director and Managing Director. He studied business administration at University of Applied Sciences in Munich.
Our interdisciplinary team from the areas of tax consulting, auditing and business consulting supports you in understanding and implementing the legal ESG requirements with regard to ESG, CSRD and NFRD. Our approach is thorough: We conduct an in-depth analysis of your business processes and structures to develop a strategy that enables you to optimally meet the legal requirements.
The importance of payroll tax for companies stems, among other things, from the fact that in collecting payroll tax as one of the most important sources of tax of all (more than EUR 200 billion per year), the Treasury uses companies themselves as agents.Ostensibly, payroll tax appears to be a mere tax on the employee, which the company “only” withholds and transfers to the tax office. However, this is not the case if we take a closer look, as the company is significantly affected. Indeed, not only do companies have to carry out an immense administrative burden, which is not free of charge, when withholding and paying payroll tax, but they are also liable when mistakes are made. The result of all this is that payroll tax is increasingly becoming a kind of corporate tax. Targeted strategic and operational payroll tax advice helps companies to minimize tax and administrative burdens.
Moreover, payroll tax has repeatedly proved to be contentious, but this is not surprising on closer inspection. Tax arrears often place a considerable burden on companies, are always untimely and are therefore difficult to calculate. Many companies have no choice but to fight with the tax authorities or in court for their right to do so. In addition, tax authorities are increasingly making criminal tax allegations, making contentious disputes inevitable.
In day-to-day business, payroll tax advice is available by telephone and email. Through short communication channels, companies receive quick and up-to-date answers to operational payroll tax questions and concrete proposals for action as well as brief feedback on their own work results.
Strategic payroll tax issues are worked out in detail in writing and are intensively discussed in a personal interview. Practical assessments of complex individual topics are the main focus and are reflected in expert opinions.
Strategic and operational payroll tax advice creates added value for companies by
Companies based outside Germany that are expanding into Germany are guided by us through the administrative and legal requirements in all expansion phases. From hiring only one employee, to setting up a branch or subsidiary, to merging, selling or liquidating, we provide advice and assistance at all stages.
We accompany companies across borders and act as an interface with foreign consultants, service partners or other contact persons. Based on our many years of experience with companies coming to Germany from abroad, we know that “simple” things are complicated across borders. We bring this experience to the table when we support domestic companies in their expansion beyond Germany’s borders.
We offer solutions around the topics of restructuring, digitization, executive and team coaching and other transformation projects. By working together with us, you can be sure that your company not only meets current requirements, but is also prepared for what the future brings.
We believe that the issue of sustainability is fundamentally more than just compliance with legal requirements. The ESG criteria are good basic principles for responsible, smart and forward-looking corporate management and ensuring a healthy and sustainable life. The art is to integrate these principles in a meaningful, sensible and goal-oriented way.
The challenge of transformation lies in creating acceptance and commitment among all stakeholders and in agreeing on economic and sustainable goals of the company.
We are at your disposal for all legal questions. However, our focus is on business-related areas of law, in particular business law. Of course, tax law aspects are always taken into account. We accompany you from the establishment of a company, the choice of the right legal form, through the design or adaptation of company contracts, the drafting of employment contracts, right through to the planning and legal implementation of restructuring.
In specific areas such as patent law, industrial property rights, antitrust law, etc., we work with specialized cooperation partners in Germany and abroad.
Private-law mediation can help resolve long and costly conflicts. As experienced associates, we support the parties with targeted communication and structured procedures on the way to amicable conflict resolution in compliance with professional and methodological standards. Particularly in the case of family matters such as inheritance disputes or separation of marriages, individual solutions can thus often be found that are accepted by all involved.
As modern auditors, we offer you more than just an audit of your accounting system. Comprehensive, high-quality and forward-looking services in auditing must always also meet the demand for added value for the client: from brainstorming in difficult decision-making situations through investment analyses to audit services for voluntary or statutory financial statements.
Take advantage of our diversity and our independent feedback to achieve maximum security for your business decisions.
Accounting is the numerical backbone of a company. The information required for the management of the company is obtained here and the financial statements required under commercial and tax law are compiled on the basis of this information and data.
As an outsourcing partner, we take over partial areas or the entire accounting system, including payment transactions, dunning and management reports for our customers. In doing so, we integrate ourselves in the best possible way into the processes of your company up to integration into your accounting systems such as SAP, Navision, EXACT Online, SAGE, Addison, etc.
Our experience and specializations enable tailor-made tax advice. Consulting and preparation of tax returns are carried out under continuous coordination regarding risk assessment, obligations and monitoring of deadlines.
Of course, our tasks also include the monitoring of audits, tax law enforcement as well as the coordination of foreign tax advisors and the necessary FATCA/CRS compliance. Complex questions about inheritances or wills, succession regulations and gifts as well as general international tax law are also among our core competencies.
The interaction of German and foreign tax laws determines the setting of transfer prices for tax purposes; here, our tax advisors support you in the preparation of the transfer price documentation.
