When can I change advisor?
- Basically at any time, unless otherwise contractually agreed.
Change Tax Advisor
How are the tax documents handed over?
- The previous Tax Advisor is obliged to facilitate a smooth transition.
- Data must be transmitted.
- The old advisor can retain documents if there are still outstanding claims.
What documents do we need?
- Annual financial statements for at least the last three years.
- Statement of accounts and statement of fixed assets.
- List of open items with customers/suppliers.
- Business management evaluations.
- Employment contracts and any supplementary agreements, payslips, contribution statements, income tax declarations.
- Tax returns and tax assessments.
But don't worry: we'll make sure the changeover goes smoothly
Do I have to inform the tax office about the change?
If the previous Tax Advisor has filed a power of attorney with the tax office, you should inform the tax office promptly after termination about the change. We are very happy to support you in this.
How we support you with the change:
The right Tax Advisor is essential for a company's success. However, clients often refrain from changing Tax Advisors despite growing dissatisfaction. Partly out of fear of high bureaucratic hurdles, partly out of uncertainty about the steps to be taken.
The change of Tax Advisor can generally be made at any time. There is no statutory notice period. However, if you have contractually agreed a notice period, this must of course be observed.
"3S.tax - Digital. Simple. Human." Our guiding principle is not limited to working with existing clients. The switch to us is also based on this motto.
If you decide to switch to 3S.tax, we will be happy to take care of all the formalities for your switch to the digital world of tax advice.
We will contact your previous Tax Advisor and ensure a smooth handover. A smooth handover also means that we request all the necessary documents from the previous advisor, such as all annual financial statements and the corresponding statements of accounts and statement of assets, tax returns and tax assessment notices. We always keep an eye on your costs and agree the change with the preliminary consultant at a point in time so that tax consultancy services that have already begun do not have to be provided twice and therefore also billed twice.
If the previous Tax Advisor holds a power of attorney with the tax administration, we will also contact the tax office.
The only step you need to take to switch to us is to contact us and arrange a personal meeting. Because despite all the digitality, people are our top priority.
Give us a call, send us an email or initiate the change directly using this form.
We look forward to achieving the best possible result for you.
