Step-by-step instructions for changing tax advisor:
Take off with TABAK (international)!
There can be many reasons for a change of tax advisor. Your old firm may have closed or your company may have expanded to such an extent that it exceeds the competences of your old tax advisor. Planning to expand your company internationally may also make it necessary to find a new tax advisor who is committed to supporting you in the realisation of your plans, and we would be happy to discuss your reasons and needs in person when you contact us. You’ve come to the right place to set the course for a successful future collaboration with a new tax consultant.
A change of tax consultant to TABAK pays off
Have you been putting off changing tax advisor because you are afraid of the enormous effort involved? On the contrary, the following step-by-step guide will show you how easy it is to switch to TABAK Steuerberatung. Above all, remember that the switch will pay off in the long term: With TABAK, you benefit from far more than the performance of a traditional tax consultancy: you can cross business boundaries and target new growth markets.
Step 1: Initial consultation
Let’s talk about your plans in person. It will quickly become clear what added value and services we can support your company with in the future.
Step 2: Cancellation of the previous tax advisor
The chemistry is right, a common approach could be found quickly – if this is the case, you can terminate the mandate with your previous tax advisor.
Step 3: Carry out a workshop to analyse the initial situation
We use a detailed step-by-step analysis to gain an overview of your initial situation. Based on this, we will precisely coordinate the scope and process of future collaboration. In doing so, we immediately lay an efficient digital foundation with suitable software solutions that pave the way for the future.
Step 4: Transfer your data via DATEV
Please complete the download form so that you can send us your data securely in the future.
Step 5: Granting a power of attorney
Our aim is to provide you with comprehensive and professional advice on all tax matters. By signing a power of attorney, you give us your formal consent to do so.
Step 6: Inspection of contracts after change of tax advisor
In order to always have everything in view, we obtain an overview of all important business documents such as annual financial statements, tax returns, rental agreements, etc. from the last few years. Thanks to our initial analysis, we already know very well what we need from you for a successful mandate.
Step 7: Introduction to digital accounting
If you want to be optimally positioned for future success after the change of tax consultant, there is no way around digital accounting. We provide you with functional solutions (including training) for smooth digital accounting. As a DATEV tax office, we can always be close to you – location is not a limiting factor for successful collaboration.
Now it’s time to get started: Get to work!
You have seen here how quickly and easily the change of tax consultant works with TABAK. Once all these steps have been completed, you can get to work. If you want to change your tax advisor promptly, we’ll be happy to help you. Let us take the first step in a personal meeting. We look forward to getting to know you.