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Terminate tax advisors: Steps, deadlines & template

If you want to dismiss your tax advisor, you should proceed in a structured manner. There are many reasons for a change. Some clients are dissatisfied with the service, while for others, changing requirements mean that they want to cancel their tax advisor contract.

We'll show you how to End cooperation with your tax advisor properly and what you need to consider so that the change goes smoothly.

Key takeaways

Termination: You can your Tax advisor cancel mandate — in principle at any time. However, you must comply with any deadlines and contractual agreements.

Deadlines: Check the contract for notice periods or special regulations — especially for minimum terms or freelance employment contracts (§ 627 BGB).

Data transfer: Make sure that all documents are handed over in full — digitally or on paper. This is the only way to make the switch without loss of information.

Powers of attorney: Revocations granted by the tax office (e.g. ELSTER or DATEV accounts) so that your previous tax advisor no longer has access rights.

Takeover of mandate: The new tax advisor requests the data and takes on ongoing tasks. Good preparation saves time and ensures a smooth transition.

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Cancel your tax consultant contract in 6 easy steps

The termination of a tax advisors It doesn't have to be complicated or time-consuming. If you take a structured approach, you can avoid many problems and ensure that you don't miss any important deadlines or tasks.

Checklist: How do you dismiss a tax advisor?

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Contract check

Review your contract and find out which notice periods you have agreed with your tax advisor. Is there a minimum term or special termination rights?

Succession

Seek new tax support before you cancel. Clarify early on whether he will be able to take over the mandate in a timely manner.

Termination

Submit your cancellation, preferably in writing and with reference to the cancellation date.

Power of attorney

If you have filed a power of attorney for your tax advisor with the tax authorities, you should revoke it on the appropriate date.

Document transfer

Make sure that all relevant documents are complete, sorted and handed over in a usable format — ideally digitally.

Billing

Check whether services still need to be invoiced, such as ongoing bookkeeping or annual financial statements.

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Whether in day-to-day business or during an upcoming tax audit: You should feel well advised. You can also find important information about the job profile of a tax advisor, important benefits and tax consulting law on the website of the Federal Chamber of Tax Advisors.

What are the notice periods to be observed?

In many cases, the tax advisor can be terminated immediately — especially in the case of freelance employment contracts. What is in the contract and whether there is a particular relationship of trust is decisive. Depending on the type of mandate, there are different deadlines and conditions, which you should definitely know before terminating your tax advisor.

An overview of the most common regulations:

· Independent service contract (§ 627 BGB): You can usually cancel such contracts at any time and without notice — even without giving reasons. Prerequisite: There is a so-called “special relationship of trust,” which is usually the case with tax consulting mandates.
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· Contract with notice period: Some tax advisors insist on contractually regulated deadlines — around two weeks at the end of the month or on a quarterly basis. Such clauses are valid and must be observed if they have been validly agreed.
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· Termination without notice: Only permitted in the event of significant breaches of duty — e.g. gross mistakes, repeated omissions, breaches of duty or a lasting loss of trust. The reasons must be documentable so that the termination is legally valid.

Your tax advisor may also cancel your mandate — subject to a reasonable period of time so that you have enough time to find a new advisor and organise the transition.

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How does the change of tax advisor work?

When you your Cancel tax advisor contract and, for example, in the future on the benefits digital tax advice If you want to bet, you must ensure that the change of your tax advisor is seamless. This ensures that you do not violate any tax obligations.
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How to change your tax advisor in 6 steps

Select a new tax advisor

Search specifically for a suitable successor — for example via recommendations, digital industry directories or platforms. Pay attention to technical specialization, digital processes (e.g. DATEV connection), transparent pricing structure and fast response times.

Cancel old contract

It is best to inform your tax advisor in writing that you want to resign. With a template, you save time and ensure that all important information is included. Give a specific cancellation date and request that all documents be handed over promptly — ideally in digital form.

Powers of attorney revoked

Withdraw all powers granted by ELSTER, DATEV or the tax authorities to your old tax advisor so that there is no unwanted access.

Organize data transfer

Clarify together with your new tax advisor in which format the transfer should take place (e.g. DATEV client base, BWA, payslips, CSV exports). The new consultant usually takes over the data request.

Check open invoices

Make sure that all services have been billed correctly. Note: The previous tax advisor can assert a right of withholding if there are still outstanding claims.

Accompany handover

Actively track the handover to avoid gaps or delays — especially when it comes to deadlines or payroll. A digital exchange with clear handover documentation (e.g. DATEV export) creates security.

6 good reasons to dismiss your tax advisor

If working with your tax advisor no longer suits your company, dismissal is often the logical next step — for example in the event of dissatisfaction, lack of specialization, or poor communication.

The following reasons show you when a cancellation and thus a Change of tax advisor It makes sense to:

1. Dissatisfaction

You are dissatisfied with the advice because you feel that you are not receiving optimal support.

2. Expertise

Your tax advisor lacks specialization.

Industry-specific know-how is particularly crucial for corporations such as GmbH or UG — e.g. when it comes to accounting or creating reserves.

3. Accessibility

Your tax advisor is difficult to reach for inquiries.

Long waiting times, vague answers or frequently changing contacts make reliable cooperation difficult.

4. Transparency

Even little transparency — especially with regard to your tax advisor's costs — can cause dissatisfaction.

Unclear statements or above-average hourly rates often cause clients to look for another tax advisor.

5. Requirements

In some cases, it is changing requirements that make the search for a new consultant the focus.

This is especially true if you are expanding, setting up a new company or are dependent on advice on international issues.

6. Loss of trust

Last but not least, frequent mistakes made by tax advisors can lead to a loss of trust.

Missed deadlines, incorrect declarations or inquiries from the tax office are clear warning signs.

An example:

General accounting:
· Accounting documents (digital or on paper)
· Documents
· Totals and Balance Lists (SuSa)
· Business Analyses (BWA)
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Tax documents:
· Submitted and pending tax returns
· Tax assessments
· Correspondence with the tax office
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Digital data:
· DATEV data (client inventory, account framework, etc.)
· Login data or access rights for accounting tools
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Payroll (if applicable):
· Payslips
· Payroll accounts
· Social security reports

A change of tax advisor is often the logical consequence — for example in the case of poor advice, lack of digitization or non-transparent costs. The reasons for this are manifold, but almost always relate to the quality and efficiency of cooperation.auf den Seiten der Bundessteuerberaterkammer.

Template: template for a letter of resignation

If you want to change your tax advisor, a written notice of termination is essential. It provides clarity, avoids misunderstandings and forms the basis for a smooth transition.

Would you like to dismiss your tax advisor properly? The pattern serves as an initial guide to how writing is usually structured.

An example:

General accounting:
[address]
[zip code, city]

[Name of tax advisor]
[Tax advisor address]
[zip code, city]

[place], [date]

‍Termination of tax consulting contract

‍Dear ladies and gentlemen,

I hereby terminate the existing tax consulting mandate with effect from [date/as soon as possible].

Please send me a written confirmation of this cancellation and submit all relevant documents and digital data by [date] at the latest.

I hereby revoke existing powers of attorney vis-à-vis tax authorities.

Thank you for your cooperation so far.

Sincerely
‍
[name, position, signature]

To ensure that your tax advisor's termination is formally correct, a template is certainly helpful. However, remember that this is a general pattern that you should adapt to your individual situation and contractual arrangements.

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After termination: What happens with documents?

If you have terminated your contract, your “old” tax advisor is required to properly hand over all documents.

This includes:

· Accounting data (e.g. DATEV databases)
· Annual financial statements, tax returns, notices
· Powers of attorney, contracts, correspondence with the tax office

Depending on how long the tax advisor has been advising you, it can be difficult to keep track of things. Make sure that the handover is structured and (as far as possible) digital. This ensures that the new tax advisor quickly finds all the information they need and that no important details are forgotten.

If documents are missing, you should first set a reasonable period of grace in writing. If this is not met, it is possible to take legal action against the delay — in case of doubt, with the assistance of a specialist lawyer.

Conclusion: This is how the tax advisor can be terminated smoothly

The termination of your tax advisor doesn't have to be a bureaucratic effort — if you proceed in a structured manner. First check your contract, pay attention to deadlines and ensure that the documents are handed over in full. This ensures that your bookkeeping continues seamlessly and that all tax obligations are met.

A clear timetable, open communication and a suitable successor are crucial for a successful change — without loss of time and uncertainty.

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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.

All tax consulting services are provided by Integral Steuerberatungsgesellschaft mbH, Zionskirchstraße 75, 10119 Berlin.

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Quitting a tax advisor: Questions and answers

How can you dismiss a tax advisor?

If you want to cancel your tax advisor mandate, it is best to do so in writing. Depending on the contract, you may be bound to a period of notice. Make sure that the documents are handed over properly and withdraw the delegated powers of attorney from your tax advisor.

Can a tax advisor cancel the mandate?

Yes, your tax advisor also has the right to terminate his client. However, there are other requirements here. Tax advisors who wish to resign must meet a reasonable deadline and thus give their clients the opportunity to find a new advisor in good time.

How do I change a tax advisor?

First check your contract and pay attention to possible notice periods or special regulations. Submit the notice in writing with a specific date, revoke all existing powers of attorney and organise the handing over of the documents. Also clarify whether outstanding benefits must be billed. Ideally, you should talk to your new tax advisor at an early stage so that the transfer of the mandate runs smoothly.

Can I simply change my tax advisor?

There is no law that requires you to stick with just one tax advisor from the moment you set up your business until you close your business. Especially when you are dissatisfied with the services provided by your tax advisor, it makes sense to think about a change. In particularly serious cases, for example in the event of a breach of trust, you can even often cancel your tax advisor contract without having to meet a special deadline.

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