How much do individual tax advisors charge

Tax advisor costs

Estimated reading time: 4 minutes

Tax return with the tax advisor - do the costs pay off?

Many certainly know the cut-off date: July 31 of each year. Then the submission of the personal tax return for the previous year is due. Unless consumers are assisted by a tax advisor. But is it really worth hiring a tax advisor? What about the cost of the tax return and how much does the tax advisor save on possible tax payments? The guide shows how the costs for tax advisors are calculated, how taxpayers can reduce them and when it is worthwhile to hire them.

Tax return with advisor online

  • Create your tax return now via ExpressSteuer and secure a possible refund.
  • Only takes 5 minutes without prior knowledge.
  • Direct pre-calculation of the possible reimbursement.
  • Optimization by tax advisors for a lump sum of only € 25.
  • Further costs only arise when there is a reimbursement from the tax office.

What does a tax advisor cost on average?

The costs for a tax advisor are of course always determined on a case-by-case basis and never in a single tariff. After all, it's about one individual advice and personally tailored services accordingly. Nevertheless, the Tax Advisor Remuneration Ordinance (StBVV) set a framework for the amount and appropriateness of the fees.

The regulation becomes a Given corridor, in which the fees for individual services of the tax advisor are between minimum and maximum amounts have to move. Within this range, however, the tax advisor can freely decide on the amount of the fees. The respective ranges for the individual fee are indicated by the so-calledTithe designated.

Keyword "tithe": According to the StBVV, the fee ranges are set with the tithe. The regulation uses the term in two ways: On the one hand, it means 10 percent of a total. On the other hand, it will include a tenth of theMaximum fee Roger that.

For typical cases, the following table shows what tax advisors charge in tenths for their work, namely from:

powerTax advisor costs
Income tax return without determining the individual income1/10 to 6/10
Declaration on business tax1/10 to 6/10
VAT return for the calendar year inclusive
additional applications and reports
1/10 to 8/10
Gift tax return2/10 to 10/10
Inheritance tax return without determining the
Gain equalization claim according to § 5 of the Inheritance Tax Act
2/10 to 10/10

In addition, the Fee Ordinance regulates how much the tax advisor should payMaximum fees (10/10 or the "full fee") depending on annual sales or annual income (so-called "Item value“) May calculate. This “advice table” is set out in the appendix to the ordinance as Appendix 1, Table A. Here is an excerpt from Table A:

Item value up to ... EuroFull charge (10/10)
6.000355
8.000433
10.000510
16.000594 euros
19,000 euros636 euros
22,000 euros678 euros
25,000 euros720 euros
30,000 euros796 euros
40,000 euros947 euros
50,000 euros1,098 euros
65,000 euros1,179 euros

By the way: The same regulation stipulates that tax advisors may also charge their clients additional costs. These include expenses for communication (post, telephone, fax, etc.), expenses for transcripts and copies, travel and travel expenses, sales tax and lump sums.

Sample calculation for the tax advisor costs

From the fee rates and tables, let's take this classic case to show how the possible tax consultant costs can be calculated:

  • The Item value an income tax return is thereby based on 25,000 euros scheduled.
  • Then the full fee 720 euros
  • Since the stipulation according to the StBVV for income tax returns without determining the individual income between one and six tenths would be the cost move between 72 and 432 euros.
  • Often a medium fee, i.e. 3.5 tenths, is estimated here.
  • Thus there are costs for the work of the tax advisor in the amount of 252 euros plus VAT or sales tax.

Can I reduce the costs for the tax advisor?

Before taxpayers decide to hire a tax advisor, they should clarify the following questions:

  • How far is it to becoming a tax advisor?
  • Is there the regularly required advisory service (type of tax, calculations, etc.)?
  • Does the tax consultancy have a corresponding specialization or experience for this?
  • Is there a personal and easily accessible contact person?
  • What are the fees and tariffs: Are there flat-rate offers?

Once the right tax advisor has been found, taxpayers can still do a lot to reduce time and effort with the tax advisor. This in turn saves costs when preparing the tax return.In the best case, Steuerzahl contribute as much as possible to the creationby providing at least these complete documents for an income tax return:

  • Last tax assessment
  • Income tax certificate
  • Donation receipts
  • Receipts for income-related expenses
  • Riester or Rürup certificate
  • Tax certificates (banks)
  • Service charge settlement
  • Liability contributions
  • Paid invoice for craftsmen etc.

tip

The initial consultation with the tax advisor is only free of charge if it involves general information questions and clarifications, howeverwithout advisory content. However, what counts as fee-based advice should best be clarified with your tax advisor in advance.

How can I deduct tax advisor fees?

In principle, taxpayers can claim all tax consultancy costs and expenses in the tax return, that arise to determine one's own income. This also applies, for example, to an employee's income tax return. He bears the expenses necessary to create theInvestments incurred, there under the advertising expenses. The expenses of a tax advisor when completing the following annexes and declarations are also deductible:

  • Appendix V (Rental and leasing)
  • Annex CHAP(Capital assets)
  • Appendix R (Pensions)
  • Appendix L (Agriculture and Forestry)
  • Appendix G (Commercial enterprise)
  • Appendix S. (independent work)
  • Annex EÜR (Income-surplus-account)

So it is permissible to claim all paid activities of a tax advisor as income-related expenses. This includes advice on income and income-related expenses (N = non-self-employed work), the determination of income and expenses and filling out the relevant annexes.

In addition, these costs can be deducted from tax to calculate the income:

  • Technical literature:Books, magazines, periodicals and brochures on tax law
  • Computer programs and online tax software (purchase price or usage fees)
  • Ridesto the tax advisor or tax office (appointment or tax discussion)
  • Communication costs(Phone, postage, fax) with the tax advisor

Not deductible are, however, the help and effort of a tax advisor when filling out the cover sheet of a tax return or, for example, with the attachment "child". The same applies to the entire area of ​​private life such as special expenses, extraordinary burdens, income tax rates, child care, child benefit, home ownership, inheritance tax or gift tax.

Is it even worth hiring a tax advisor?

To come to the point: Yes, the help of a tax advisor can be worthwhile - on average. So has it Federal Statistical Office Reported in mid-2017 that of the unlimited taxpayers in 2013, a total of 13.2 million citizens filed their income tax returns. Of these, 11.5 million received a tax refund and got money back. The average amount was 935 euros. Almost 60 percent had a refund between 100 and 1,000 euros. So it can be worthwhile to have your own tax return checked again by a tax advisor.

Tax return with advisor online

  • Create your tax return now via ExpressSteuer and secure possible reimbursements.
  • Only takes 5 minutes without prior knowledge.
  • Direct pre-calculation of the possible reimbursement.
  • Optimization by tax advisors for a lump sum of only € 25.
  • Further costs only arise when there is a reimbursement from the tax office.

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