Initial consultation
- joint clarification of your current situation
- overview of open topics and deadlines
- classification of which documents are needed
Switching tax advisors – organized, discreet and uncomplicated.
If you would like to switch to us, we coordinate the formalities and ensure a structured handover of your data and documents.
Relieving
We coordinate the necessary steps
Clean handover
Data and documents are taken over in a structured way
Free service
The switching service is a matter of course for our clients
How we support the switch
Coordination
- coordination of formalities with the previous tax advisor
- discreet and professional communication
- relief with organizational questions
Data transfer
- transfer of relevant data and documents
- structured review of existing information
- clean filing for further collaboration
Deadlines & open items
- overview of open tax returns and reports
- review of important deadlines
- prioritization of the next steps
Digital setup
- setup of digital access and document channels
- coordination of future collaboration
- clear communication channels for ongoing topics
New support
- personal contact for your concerns
- transparent start of collaboration
- ongoing support in the relevant service areas
W
Discuss switching tax advisors?
Get in touch with us. We explain the process and handle the coordination for you.
Calm
Switch calmly
We take organizational work off your hands.
Clear
Organized handover
Data and documents are taken over in a structured way.
Fair
Free service
The switching service is free for our clients.
SBSS
Personal
You start with clear contacts.