LM Audit & Tax

What LM Audit & Tax does

LM Audit & Tax GmbH is a Munich-based, owner-managed professional services firm (Wirtschaftsprüfungsgesellschaft Steuerberatungsgesellschaft) founded in 1995 that delivers tax advisory, statutory auditing, legal advisory, accounting, and payroll services to corporate and high-net-worth clients in Germany. The firm is structured as a partnership of seven dual-qualified Steuerberater/Wirtschaftsprüfer (tax advisors and auditors) and employs between 58 and 70 professionals, with conflicting figures cited across sources. It concentrates on five focus areas: International Business, Private Equity, Real Estate, Mittelstand (medium-sized enterprises), and Private Clients, serving enterprise and mid-market segments through long-term, trust-based advisory relationships.

The firm generates revenue through professional services billed at hourly rates or project fees under quote-based, multi-year engagements; specific pricing is not publicly disclosed. Services are delivered primarily from the Munich-Pasing headquarters, with support for remote and hybrid client engagement. Internal operations rely on DATEV accounting software, digital document management, and cloud collaboration tools, with a stated paperless-office orientation that was recognized with the DATEV 'Digitale Kanzlei 2024' award. Legal advisory is delivered through a separately branded affiliated entity, LMLaw (lmlaw.de).

The go-to-market is sales-led and direct, supported by a content-driven website (lmat.de), newsletter campaigns, and organic social presence on LinkedIn, Facebook, and Instagram. Marketing activity doubles as employer branding, reinforced by consecutive Kununu Top Company (2023, 2024) and LSWB Exzellenter Arbeitgeber 2024 awards. The firm has no external investors, no disclosed funding history, and no parent company, operating as an independent inhabergeführte partnership.

Name

LM Audit & Tax

Legal name

LM Audit & Tax GmbH Wirtschaftsprüfungsgesellschaft Steuerberatungsgesellschaft

Website

https://lmat.de

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

LM Audit & Tax GmbH is a Munich-based, owner-managed German professional services firm delivering tax advisory, statutory auditing, legal advisory, accounting, and payroll services to enterprise, mid-market Mittelstand, and high-net-worth clients across Germany and select international mandates.

Ownership category

akta.pro rank

Product category

Accounting and Tax Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Payroll Services (541214), Offices of Lawyers (54111)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Legal Services (8111)

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

akta.pro secondary industries

Payroll & Employment Tax Services (BPAHABAD), Tax Law (BPAHAAAG), Payroll Tax Filing, Compliance & Remittance (BPACAIAC), Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

Keywords

• Tax advisory services
• Statutory auditing services
• Legal advisory services
• Financial accounting services
• Payroll administration services

Headquarters

HQ city

Munich

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Advisory Services: Professional tax advisory services for individuals and businesses, including tax planning, compliance, and representation before tax authorities
2. Auditing Services: Statutory and voluntary auditing services for annual financial statements under HGB, IFRS, and KAGB standards
3. Legal Advisory: Legal consulting services provided through affiliated entity LMLaw
4. Accounting Services: Financial accounting and bookkeeping services with digital document handling
5. Payroll Services: Payroll processing and administration including wage calculations, social security reporting, and travel expense management

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

LM Audit & Tax GmbH is a Munich-based professional services firm delivering tax advisory, statutory and voluntary auditing, legal advisory (via affiliated LMLaw), financial accounting, and payroll administration services. The firm specializes in five focus areas: International Business, Private Equity, Real Estate, Mittelstand, and Private Clients, primarily serving German corporations, mid-sized companies, fund vehicles, and high-net-worth individuals. Services are delivered by qualified Steuerberater (tax advisors) and Wirtschaftsprüfer (auditors), supported by DATEV accounting software, digital document management, and a paperless office workflow.

Product overview

LM Audit & Tax GmbH is a professional services firm (Wirtschaftsprüfungsgesellschaft Steuerberatungsgesellschaft) offering a portfolio of advisory services including Steuerberatung (Tax Advice), Wirtschaftsprüfung (Auditing), Rechtsberatung (Legal Advice), Rechnungswesen (Accounting), and Lohnbuchhaltung (Payroll). The firm specializes in focus areas of International Business, Private Equity, Real Estate, Mittelstand (Medium-Sized Business), and Private Clients. These services are not software products but rather professional advisory offerings delivered through qualified experts, with the firm utilizing standard accounting software tools (DATEV) internally to serve clients.

Differentiator

Problem solved

Functional benefit

Brands

• LMLaw: Legal advisory services (Rechtsberatung) offered by the company under a separate domain lmlaw.de

Products and services

• Steuerberatung (Tax Advisory) Tax advisory services providing reliable guidance through complex German tax regulations, including tax planning, tax compliance, and representation before tax authorities for businesses and individuals.
• Wirtschaftsprüfung (Auditing) Statutory and voluntary auditing services for annual financial statements under HGB, IFRS, and KAGB standards, identifying value-adding potential in the examination process for corporations and mid-sized companies.
• Rechtsberatung (Legal Advisory) Legal advisory services focused on prudent structuring to avoid legal disputes, delivered through affiliated entity LMLaw.
• Rechnungswesen (Financial Accounting) Comprehensive financial accounting and bookkeeping services where meaningful financial reporting forms the basis for client success, with digital document handling.
• Lohnbuchhaltung (Payroll) Payroll processing and administration services handling compensation arrangements, employment benefits, stock options, social security reporting, travel expense management, and company pensions.
• International Business Advisory Specialist advisory focused on secure connections between international branches and parent companies, including transfer pricing, cross-border transactions, and multi-jurisdiction compliance.
• Private Equity Services Fund administration and tax compliance services for private equity investors, including fund structuring, tax compliance, regulatory reporting, and investor reporting.
• Real Estate Advisory Accounting and tax services for real estate from acquisition through exit, including property tax, transaction structuring, depreciation planning, and exit planning.
• Mittelstand Advisory Individualized tax, audit, and advisory solutions tailored for German medium-sized enterprises (Mittelstand) and Konzernen, including annual audits, tax planning, financial reporting, and business consulting.
• Private Clients Advisory Professional advisory services for private individuals and families covering personal tax returns, wealth management advice, and estate planning to deliver enhanced security and relief.

Quantifiable outcome

• Trusted advisor to national and international clients across multiple sectors and jurisdictions

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• WTS Group: Independent German tax and financial advisory firm serving corporates and PE with international and transfer-pricing focus, closely mirroring LM's tax-led, conflict-free positioning.
• Ebner Stolz (RSM Ebner Stolz): German mid-market audit, tax and legal firm serving Mittelstand and PE clients, offering the same combined Wirtschaftsprüfung/Steuerberatung/Rechtsberatung mix as LM.
• Rödl & Partner: Munich-region-rooted integrated firm combining audit, tax and legal with strong international/cross-border capabilities, directly comparable to LM's service model and international mandates.

Regional players

• Peters Schönberger & Partner: Munich-based multidisciplinary firm advising wealthy families, PE and real estate clients on tax, audit and legal, overlapping directly with LM's local market and Private Clients segment.
• Sonntag & Partner: Bavarian audit, tax and legal partnership serving Mittelstand and private clients, a close regional analogue to LM in Southern Germany.

Broad incumbents

• Warth & Klein Grant Thornton: Large German audit and advisory network offering statutory audit and tax to Mittelstand and PE, overlapping with LM but at greater scale and breadth.
• Baker Tilly Germany: Mid-tier international audit/tax/legal network serving corporates and PE in Germany, offering overlapping capabilities as part of a wider global platform.
• BDO Germany: Large audit and advisory firm providing statutory audit, tax and payroll to Mittelstand and international groups, competing with LM on core services at national scale.
• ETL Group: Germany's largest tax-advisory network offering tax, audit, legal and payroll to SMEs and Mittelstand, overlapping LM's full-service model through a broad branch footprint.
• Forvis Mazars Germany: International audit, tax and advisory firm serving PE, real estate and corporate clients in Germany, a larger competitor across LM's core focus areas.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xinstagram.com/lmat.de
• Facebookfacebook.com/lmatgmbh
• LinkedInlinkedin.com/company/105879120

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LM Audit & Tax