What is the Expert Service?
With the Expert Service, you can have your tax return done by a state-certified, independent tax advisor.
All you have to do is answer a few questions in the app and upload your tax documents. In return, you will receive a personal checklist that shows you which documents we need from you.
As soon as your tax return has been completed, it will be sent to you by your tax advisor so that you can check and confirm it.
As soon as the tax advisor has received your confirmation, he or she will send it to your tax office.
What does it cost?
For the Expert Service, we charge a fee of 20% of your tax refund, with a minimum of 59.99 euros.
You only pay after your tax office has finished processing your tax statement.
Who can use the Expert Service?
In principle, the service is open to all Taxfix users.
However, please note that we cannot yet cover some tax cases. This also applies to the Expert Service. You can find more information here.
Which tax documents do the experts need?
Which documents the tax advisor needs depends on the information you provide and your situation in the tax year. In your personal checklist you can always see which documents are required.
Some documents are also absolutely necessary to prepare the return. You can find out what these are here.
Do I have to give a power of attorney?
Yes, you have to sign a power of attorney so that the tax advisor can prepare the tax return for you. This is very easy and can be done electronically via the Taxfix app.
Do I need proof of identity?
Yes, we and the tax advisors are legally obliged to verify the identity of our clients. This is the only way we can ensure that our clients are who they say they are.
You can easily upload your proof of identity in the Taxfix app. Here we explain which documents we accept in the Expert Service.
Expert Service or do it yourself: Can I switch?
With each new tax year, Taxfix gives you the choice:
You can either opt for the Expert Service or simply prepare your tax return yourself using the Taxfix app. You can decide from year to year.
Once you have started a tax return, you can switch between the two services as long as it has not yet been submitted to your tax office. We explain exactly how to do this here.
💡 Would you like to know more?
You can find an overview of all relevant topics and articles on the expert service HERE.