How do I find the right tax advisor for my needs?
October 2, 2023 | 60,00 EUR | answered by Ingo Koch
Dear tax advisor,
My name is Paul Ehrig and I am looking for a suitable tax advisor for my needs. In the past, I have worked with various tax advisors, but I was never really satisfied with the results. At the moment, I feel a bit lost and unsure of what to look for when selecting a new tax advisor.
My background information is as follows: I am self-employed and run a small business. Since I do not have extensive tax knowledge, it is especially important to me that my tax advisor supports me in all tax matters and provides me with good advice. So far, I have felt that communication with my tax advisors was not optimal and that my concerns were often not adequately addressed.
Therefore, my current situation is that I urgently need a competent tax advisor who can help me optimize my tax situation. My concerns are that I will be disappointed again and that important tax savings opportunities may go unused. So, I am wondering how I can find the right tax advisor who meets my needs and requirements.
What criteria should I consider when selecting a tax advisor? How can I ensure that the tax advisor has enough experience and expertise to support me effectively? Are there specific quality indicators I should look out for? I would greatly appreciate your support and advice in making the right decision.
Thank you in advance for your help.
Sincerely,
Paul Ehrig
Dear Mr. Ehrig,
Thank you for your inquiry and your trust in my expertise as a tax advisor. It is understandable that you may feel uncertain based on your previous experiences and are looking for a tax advisor who meets your requirements and needs. I will now outline some criteria for selecting a suitable tax advisor.
First and foremost, it is important that the tax advisor has sufficient experience and expertise. You can, for example, inquire about the number of years the tax advisor has been working in the industry, as well as their specializations and qualifications. A tax advisor with years of experience and solid expertise will generally be better able to handle your tax matters optimally.
Furthermore, it is crucial that communication between you and the tax advisor works smoothly. A good tax advisor should take the time to address your concerns, answer your questions, and explain clearly what needs to be done. It is important that you feel well taken care of and understood, so that you can have trust in the tax advisor's work.
Another criterion to consider is the accessibility of the tax advisor. It is important that you can quickly contact your tax advisor when needed and receive timely feedback. A good tax advisor should always be available for their clients and be able to arrange appointments flexibly.
Additionally, you can also inquire about references and recommendations from other clients of the tax advisor. Positive word-of-mouth is often a good indication that the tax advisor is doing good work and has satisfied customers.
In summary, when choosing a tax advisor, you should consider the following criteria: experience and expertise, communication, accessibility, and references. By taking these aspects into account and conducting thorough research, you can ensure that you find a competent tax advisor who effectively assists you in optimizing your tax situation.
I hope that this information helps you in your decision-making process and I am available for any further questions. Thank you for your interest and trust.
Sincerely,
Ingo Koch
