.svg)
Initial consultation with a tax advisor: checklist for a strong start
that Initial consultation with a tax advisor is your key to well-founded tax planning and good cooperation with your tax office.
Here we show you the costs, questions and benefits of tax advice, without obligation. With Integrals partner tax advisors, you get a tailor-made initial assessment of tax returns, accounting and tax optimization.
Book a free consultation nowHere we show you the costs, questions and benefits of tax advice, without obligation. With Integrals partner tax advisors, you get a tailor-made initial assessment of tax returns, accounting and tax optimization.
All tax advisory services are provided by Integral Steuerberatungsgesellschaft mbH, Zionskirchstraße 75, 10119 Berlin.
Key takeaways
Structured preparation:
Good organization saves time, effort and money — and makes things easier for your tax advisor.
Good organization saves time, effort and money — and makes things easier for your tax advisor.
Know mandatory documents:
A free initial consultation is standard, initial consultation costs an average of 150 €/hour, depending on length and requirements (Statista, 2025).
A free initial consultation is standard, initial consultation costs an average of 150 €/hour, depending on length and requirements (Statista, 2025).
Coordinate processes:
Maximize the benefits with financial documents and questions
Maximize the benefits with financial documents and questions
More effort for self-employed people:
Self-employed people, companies and private individuals avoid tax errors through initial consultations
Self-employed people, companies and private individuals avoid tax errors through initial consultations
Legal security:
Clarify working methods and contacts to ensure efficient collaboration.
Clarify working methods and contacts to ensure efficient collaboration.
Companies like yours rely on Integral:
4.3/5
Trustpilot
Benefits of an initial consultation with a tax advisor
An initial consultation offers you specific benefits that go beyond simply getting to know each other. You will receive an initial analysis of your tax situation, e.g. to optimize tax burdens or to comply with legal requirements such as GoBD.
According to a survey by the German Tax Consultants Association (DStV, 2024), 68% of SMEs use an initial consultation to avoid long-term mistakes that can result from inadequate advice. With integral Do you also benefit from transparent communication on costs and services, which gives you a well-founded basis for decision-making. It saves you time by providing you with initial solutions to tax challenges.
According to a survey by the German Tax Consultants Association (DStV, 2024), 68% of SMEs use an initial consultation to avoid long-term mistakes that can result from inadequate advice. With integral Do you also benefit from transparent communication on costs and services, which gives you a well-founded basis for decision-making. It saves you time by providing you with initial solutions to tax challenges.
Checklist for your tax return: Comprehensive preparation for the tax advisor
The following tax return checklist will help you avoid queries, improve cooperation with your tax advisor and make optimal use of your tax options — regardless of whether you file your tax return as a private person, as a landlord, self-employed person or small business owner.
Bring documents
Bring tax assessments, business documents, and financial plans from recent years to create a clear basis.
Kosten und Gebühren klären
Ask about initial consultation costs (often free of charge) and consulting fees (approx. 150 €/hour, Statista 2025) to have financial clarity.
Check industry expertise
Make sure that the tax advisor knows your field of business, such as start-ups or SMEs, for tailor-made solutions.
Coordinate working methods
Find out about digital collaboration (e.g. with integral tools) and how receipts are shared efficiently.
Select contact person
Get to know your main contact person and use your gut feeling to check whether the chemistry is right.
Discuss future planning
Clarify how regular updates (e.g. annual meetings) and crisis advice are organized.
With these steps, you'll lay a solid foundation. Integral supports you with individual adjustment.
Ready for simple tax processes?
You are planning the change — we ensure a clear restart. With Integral, you gain a strong partner for your tax future.
Costs and differences: initial consultation vs. initial consultation with a tax advisor
The initial consultation is usually free of charge and serves to get to know each other, while the initial consultation is chargeable and includes specific tax analyses. According to Statista (2025), the costs of an initial consultation are with tax advisors On average at 150€ per hour, depending on region and complexity. In principle, the Tax Consultant Remuneration Ordinance provides for a tax advisor's fee of up to 200 €/hour.
With Integral, the initial consultation is always non-binding and free of charge, while an initial consultation is offered as a package upon request. Important: Clarify in advance whether additional services such as annual financial statements will be charged separately to avoid surprises.
Source: Statista, 2025 database.
With Integral, the initial consultation is always non-binding and free of charge, while an initial consultation is offered as a package upon request. Important: Clarify in advance whether additional services such as annual financial statements will be charged separately to avoid surprises.
Source: Statista, 2025 database.
These services give you real benefits
Integral services at a glance
Regardless of whether you are a start-up or an established company — with Integral, our partner tax advisors provide you with a tax advisor service that covers accounting, tax returns and annual financial statements.
Tax advice
Bookkeeping
Payroll
Financial statements & tax return
All tax consulting services are provided by Integral Steuerberatungsgesellschaft mbH, Zionskirchstraße 75, 10119 Berlin.
Still looking for the right tax advice?
With Integral, find new tax support that suits your self-employment.
.svg)
.svg)
.avif)