Your accountant is one of your most important business partners. Questions to ask at the first meeting to make sure you choose the right one.
Choosing an accountant on price alone can be costly later. We suggest asking these questions at the first meeting:
- Do you have experience in my sector? Every sector has its own tax and document rules.
- What is included in the fee? Are payroll, SGK, e-Ledger and annual returns included or billed separately?
- How do I deliver documents? Digital delivery saves time.
- Do you provide reports? Monthly trial balances and tax estimates prevent surprises.
- Who tracks the tax calendar? How are reminders and payment notices handled?
- How can I reach you? Phone, email, WhatsApp — and how fast do you reply?
- Do you support tax audits? Representation during an audit is critical.
We answer all of these openly at our first meeting. Contact us for a free consultation.
Ask our advisor for an assessment tailored to your situation.
