Changing tax advisors: What you should consider

Switching tax advisors is a step that should be carefully considered—whether due to dissatisfaction, to save costs, because of a lack of digitalization, or because your business requirements have changed. In this article, you will learn when a change makes sense, how to make it go smoothly, and what you should definitely pay attention to.

1. Reasons for changing tax advisors

There are many legitimate reasons to change tax advisors:

• Lack of availability or communication
• Outdated way of working without digital processes
• Excessive costs and/or non-transparent billing
• Lack of specialization in your industry
• Personal dissatisfaction or loss of trust

We believe: A change can open up new perspectives—especially if you would like to rely on modern, digital, and client-focused tax advisory services.

2. The right time to change

Ideally, you should change at the turn of the year or after completing important tax-related tasks (e.g., annual financial statements or tax returns). This helps you avoid duplicate costs and additional administrative effort.

Tip: In principle, a change is possible at any time—even during the year. What matters is a clean handover.

3. Legal aspects when changing tax advisors

According to Section 627 of the German Civil Code (BGB), you may terminate the mandate at any time, provided there is no contractual agreement to the contrary. Please note:

• Submit the termination in writing
• Settle outstanding invoices
• The former tax advisor may withhold documents until all claims have been settled

4. How to find the right new tax advisor

When making your selection, pay attention to the following criteria:

• Digital expertise: Working with DATEV, cloud solutions, digital document processing
• Industry knowledge: Specialization in your legal form or industry
• Transparent communication: Clear fees, dedicated contacts, good availability
• Client focus: Personal advice instead of mass processing

5. The process: How to make the change go smoothly

1. Contact the new tax advisor—or, for example, book a free initial consultation with us
2. Terminate the old tax advisor—in writing and politely
3. Hand over documents—ideally digitally (DATEV access, tax files, powers of attorney)
4. Inform the tax office—the new tax advisor usually takes care of this for you

6. Checklist: Changing tax advisors made easy

✅ Prepare the termination letter
✅ Appoint the new tax advisor
✅ Coordinate the handover of documents
✅ Update powers of attorney
✅ Clarify communication with the tax office

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Conclusion: A change can be worthwhile

Changing tax advisors is not rocket science—with the right preparation and a competent partner by your side, it can be done stress-free and efficiently. If you are looking for modern, digital, and personal support in accounting, payroll, or controlling, you have come to the right place. We are connected with TOP tax advisors and will be happy to help you.

📞 Book your free initial consultation now—we look forward to hearing from you!