Is it advisable to obtain multiple quotes from different tax advisors?
September 8, 2023 | 60,00 EUR | answered by Siegfried Eckstein
Dear tax consulting team,
My name is Laura Melzer and I am looking for a reliable tax advisor for my financial matters. In the past, I have worked with a tax advisor, but I was not completely satisfied with the costs and the service. Therefore, I am considering getting multiple quotes from different tax advisors to find the one that is right for me.
Currently, I am unsure if it makes sense to get multiple quotes. On one hand, I want to save costs and ensure that the services of the tax advisor meet my needs. On the other hand, I am concerned that finding a new tax advisor could be time-consuming and potentially confusing.
I am wondering if it is common practice to get multiple quotes from different tax advisors to get a better overview of costs and services. Are there specific criteria I should consider when selecting a tax advisor? How can I ensure that the new tax advisor meets my individual needs and requirements?
I would appreciate if you could help me with this decision and provide me with possible solutions. Thank you in advance for your support.
Sincerely,
Laura Melzer
Dear Laura Melzer,
Thank you for your inquiry regarding the selection of a reliable tax advisor for your financial matters. It is completely understandable that, based on your past experiences with a tax advisor, you want to be more careful in choosing a advisor in the future. It is indeed advisable to obtain several offers from different tax advisors in order to get a better overview of the costs and services.
When selecting a tax advisor, there are some important criteria to consider. Firstly, it is important that the tax advisor has the necessary qualifications and is a member of the tax advisory chamber. The experience and specialization of the tax advisor in certain areas such as income tax returns or business consulting are also important criteria. Furthermore, it is important to ensure that there is good chemistry between you and the tax advisor, as a trusting cooperation is very important.
To ensure that the new tax advisor meets your individual needs and requirements, I recommend describing your situation and goals in a personal conversation. You can also ask questions such as how the advisor works, what services are offered, and how communication is handled. This way, you can better assess if the tax advisor is the right fit for you.
The search for a new tax advisor may indeed take some time, but it is important that you take the time to find the right advisor for you. By obtaining multiple offers and carefully examining the different tax advisors, you can ensure that you find an advisor who meets your needs and with whom you are satisfied.
I hope that this information helps you in your decision-making process. If you have any further questions, I am happy to assist.
Best regards,
Siegfried Eckstein
