Become a client
A German tax advisory mandate requires a clear factual basis, an agreed scope of work and explicit mandate acceptance.
The initial enquiry is used to understand the matter, identify deadlines and assess whether the mandate can be accepted.
What is needed before a mandate can start?
Before a mandate is accepted, the relevant tax matter must be described sufficiently. This includes the affected tax years, tax types, existing tax office correspondence and any deadlines.
This preliminary clarification protects both sides: it avoids unclear expectations, ensures that urgent deadlines are identified early and makes it possible to define the actual scope of work.
Steps to becoming a client
Submit an enquiry
Use the enquiry form and describe the German tax matter, the relevant years, tax types, deadlines and current status.
Initial review
The matter is reviewed at a high level to determine whether and to what extent a mandate may be accepted.
Scope and fee basis
The services to be performed, required documents, deadlines and fee basis are agreed before work begins.
Mandate acceptance
The mandate starts only after explicit acceptance and, where required, a signed mandate agreement or power of attorney.
Typical suitable mandates
The practice is designed for structured tax support for individuals, self-employed persons, freelancers, sole proprietors and smaller businesses.
German income tax matters
Income tax returns, rental income, pensions, capital income, tax assessment review and correspondence with the tax office.
Freelancers and sole proprietors
Profit determination, VAT, business expenses, investments, private use and ongoing German tax obligations.
Smaller companies and partnerships
Bookkeeping, annual accounts, tax returns, partnership filings and ongoing tax advice.
Tax office letters and individual questions
Review of tax assessments, objections, deadlines, international matters and specific German tax questions.
Cases requiring separate assessment
Some matters require a separate preliminary assessment before a mandate can be accepted, especially where deadlines are short or the factual basis is incomplete.
If an objection period, filing deadline or tax office response deadline is about to expire, acceptance may not always be possible.
Where important documents, prior-year data or tax office letters are missing, the scope and feasibility must be clarified first.
Multiple open tax years, missing bookkeeping or unresolved prior filings may require a phased approach.
Matters outside the advisory focus may require referral to another specialised advisor or lawyer.
Please do not submit sensitive documents initially
The initial enquiry form should only be used to describe the matter. Sensitive documents are exchanged only after mandate acceptance through a suitable process.
No confidential uploads through the enquiry form
Please do not submit tax assessments, German tax identification numbers, bank details, health data or other highly confidential documents through the initial enquiry form. A secure document exchange process will be agreed after mandate acceptance.