The first step is a conversation.
Whether a fresh start or a change of tax adviser: in three steps you have arrived at Wendelstein. Digital in how we work, personal in our relationship.
Three steps to working together.
01Quick check
Two questions about sector and size. Within a minute you will know whether we are a fit, before any of us invests time in a meeting.
02Initial meeting & advice
We get to know you, your company and your goals, remotely or at our offices at Sendlinger Tor. Afterwards we look at your situation in detail and show you concrete areas for action. Transparent, including on fees.
03Building a partnership
If it works for both sides, we take over: dedicated contacts, a digital way of working, short lines of communication. Today and for the long term.
Switching tax advisers? Easier than you think.
Many stay with their firm only because switching seems like a lot of effort. It is not: we take care of most of it for you.
Decision in the initial meeting
You describe your situation and we tell you honestly whether and how we can help. We agree the most sensible time for the switch together.
We take care of the formalities
You grant a power of attorney, we do the rest: if you wish, we handle communication with your previous firm and register with the tax office and authorities as your new representative.
Digital data transfer
Your accounting and master data can usually be transferred digitally. As a DATEV firm, this is routine for us, with no stacks of paper and no break in your bookkeeping.
Seamless continuity
We keep deadlines and ongoing matters in view from day one. What you will notice about the switch above all: things run more smoothly afterwards.
Helpful for the initial meeting
- ·Latest annual financial statements or income and expenditure statement (EÜR)
- ·Current tax assessments
- ·Current management accounts (BWA), if available
- ·For companies: articles of association / commercial register extract
All optional: we are happy to start the conversation without any documents.
Frequently asked questions about switching tax advisers.
When is the best time to change tax firms?
A change is generally possible at any time. Which timing makes most sense in your situation, for example with regard to financial statements in progress, we agree together in the initial meeting.
What do I have to do myself when switching?
Essentially just grant the power of attorney. If you wish, we take over communication with your previous firm and register with the tax office and authorities as your new representative.
Are data or deadlines lost when switching?
No. Accounting and master data can usually be transferred digitally and directly. As a DATEV firm, this is routine for us. We keep track of ongoing deadlines from the first day.
All answers at a glance: Go to the FAQ hub →
Are we a good match?
Two questions about sector and size: you will know straight away whether we are the right firm for you, and can then enquire directly.
Your answers stay in your browser. No data reaches us until you submit an enquiry yourself at the end.