Offered by Kontist Steuerberatung
Tax Advisory Service for the Self-Employed
Professional tax advisors
We speak English
Non-binding, free initial consultation
Tax advisory for the 21st century
Full-service, not self-service
Not a tool, but real, qualified people who take care of your financial bookkeeping, all tax-related topics and advise you professionally. No more tax stuff!
Experts at your side
Your competent tax advisor at Kontist Steuerberatungsgesellschaft mbH and their team know exactly what's important for the self-employed. Save time, money and finally have clarity on your tax situation.
Dealing with taxes? Never again
You don't need accounting tools anymore, nor do you have to invest time in paperwork on a regular basis. We take your administrative work off your hands. Finally concentrate fully on your self-employment.
One app does it all
Get paid by your clients, pay for your expenses online and offline, always know how much taxes you owe the German Finanzamt and contact your tax service - right in your Kontist app. Fully digital.
"Thanks to the fast, straightforward consultation, I can now seek advice from a tax advisor on any complex transaction."
Save 32 days per year – more time to grow your business
We take these tasks off your shoulders
Completely outsource your monthly financial bookkeeping. Never again search through hundreds of emails for PDF receipts or check countless online tools to find the invoice download function.
Commercial and private tax declaration
Is the annual deadline to submit your tax declaration approaching faster than expected? Avoid those long stressful nights trying to find this one missing paper receipt. We handle your tax declaration completely.
Every item in the P&L (or so-called EÜR) determines your tax burden. We make sure that no expense, no matter how small, goes unnoticed. Sit back - because we take care of it!
Advance VAT returns
Whether monthly or quarterly: Never again deal with annoying advance VAT payments, because we take them off your hands. Always on time and of course reliably.
Up-to-date advance tax payments
Your income fluctuates - and so does your tax burden. We take care that your advance tax payments are always up to date and thus avoid unpleasant surprises.
Excellent service hotline
To make sure you can reach someone for your tax-related questions – even on a Friday afternoon – our hotline is available at 5 days a week from 9am to 6pm.
Source: Kontist survey on time spent by freelancers on admin tasks (in German).
Your tax advisory team, digitally organized
Tax advisor with business diploma
CEO & Tax Advisor
Kontist Steuerberatungsgesellschaft mbH
Juri has been working as a tax consultant for almost 5 years. As a partner & tax advisor at Preis & Partner PartG mbB Steuerberater, he supports his clients in all tax-related topics – in a modern, digital way. Prior to this, he worked as a tax advisor for the renowned tax consulting firm PricewaterhouseCoopers (PwC). In addition, he knows the needs of the self-employed from his own personal experience, as he ran a music and culture club himself.
Tax service at a fixed fee
Hand over your administrative tasks
Full-service tax handling, accounting & communication with the tax authorities. Stay carefree and build your business!
- Kontist Steuerberatungsgesellschaft takes over all your tax topics, business banking provided by Kontist GmbH
- We organise everything around your bookkeeping and taxes
- Preliminary VAT returns and Profit-and-Loss statements (“EÜR”)
- Business and non-business tax declaration
- Founder’s consulting and a hotline you can reach on 5 days a week
- Tax advisory by experienced experts from Kontist Steuerberatungsgesellschaft mbH
Save time and money
Full budget control & transparency
Ease your budget planning: Instead of surprise invoices on an hourly basis, we offer you the full tax service for € 149 per month. Small business owners (so-called "Kleinunternehmer"), self-employed persons with less than 50,000 € annual revenue and founders who have been self-employed for less than 2 years receive the service permanently at the discounted price of 99 € per month. You can cancel monthly.
This gives you maximum transparency and control – especially if you are solo self-employed, a part-time freelancer or just starting your self-employment.
Register online within just a few minutes
This is how it works
Are we a match?
Just click on "Get free initial consultation" and find out immediately if we can offer you the Kontist tax service. You can also find all the details in our FAQ section further down on this page. Of course, the initial consultation is completely free of charge and without obligation. You will only incur costs if you decide to actually book the tax service later.
If you decide to book the Kontist tax service, we will ask you a few more questions about your self-employment during our onboarding (e.g. your tax number, responsible local tax authority, etc.). Of course, we will be happy to answer your questions as well!
Open your business bank account
After that, Kontist GmbH will ask you to open your Kontist business bank account in just 9 minutes. Your account is immediately opened, already included in the fixed fee without any additional costs and it is a prerequisite to use the tax service. If you already have a Kontist business account, we will automatically ask you only the tax questions.
More time to grow your business.
Now lean back, we are taking over: Invest the time you've gained in your business or use it for whatever is important to you. Of course, your tax service team will contact you if there are any questions or if there is something to discuss. You always have full control over your tax topics without having to handle them yourself.
The solution for financial organization
Taxes, bookkeeping and banking in one app
Kontist's mission is to make life easier for the self-employed. For this purpose, Kontist GmbH has not only rethought banking, but also tax advisory. Our cornerstone is the business bank account provided by Kontist GmbH: it automatically records and categorizes all of your transactions and calculates your tax load, in other words, your real net. In order to make payments convenient and secure, your business account also includes a physical and virtual Visa card, as well as mobile payment options. This makes it easy for Kontist Service GmbH to relieve you of the preparatory financial accounting – an accounting tool is no longer necessary. Therefore, the business bank account provided by Kontist GmbH is required for the tax service and included in the fixed fee.
Your experienced tax advisor of Kontist Steuerberatungsgesellschaft mbH is right at your side for all tax consulting services, handling your tax-related tasks and communicating with the tax authority on your behalf. Without paperwork.
Questions & Answers
For whom is the service suitable?
Currently, we can only offer you the Kontist Tax Service if you are solo self-employed (freelancer, Freiberufler, Kleinunternehmer) and registered in Germany. We do not support the following German business types: UG, GmbH, AG, GbR, OHG, KG. Additionally, the following guidelines apply: you must have no or very few cash transactions, not ship or sell physical goods via ecommerce, and not be obliged to accounting (Bilanzierungspflicht). For internal administrative reasons, we reserve the right to exclude certain professions or industries from the Kontist Tax Service, including craftspeople, cleaners, artists and restaurant proprietors. The Kontist Tax Service is only available for solo self-employed individuals who use the Kontist Premium business bank account as their primary business account.
Which services are included and what is the notice period?
With the Kontist App you can organise your tax topics and Kontist is available for your tax-related questions. Your tax advisory* is provided by qualified tax advisors of the Kontist Steuerberatungsgesellschaft mbH.
The Tax Service is available from 79 € per month (plus VAT). You can always cancel on a monthly basis.
The monthly fee includes the following services provided by Kontist Steuerberatung:
- Monthly financial accounting
- Advance VAT returns (“Umsatzsteuer-Voranmeldungen”)
- Adjustment of advance tax payments
- Profit-and-Loss statement (“Einnahmen-Überschuss-Rechnung, EÜR”)
- Commercial and private tax declaration including the following annexes: Mantelbogen – cover sheet, Anlage S (Selbständige – freelancers), Anlage G (Gewerbe – commerce), Vorsorgeaufwand – pension expenses, Sonderausgaben – special expenses, außergewöhnliche Belastungen – extraordinary costs, haushaltsnahe Aufwendungen – household-related expenses, Anlage K (Kind – children), Anlage AV (Altersvorsorge, Riester – pension schemes), Unterhalt – child support, Sonstiges – other
- Professional hotline, available on 5 days a week from 9am to 6pm
The monthly fee includes the following consulting services provided by Kontist Steuerberatung:
- Transactional consulting
- Invoicing issues (domestic and foreign) including correction of invoices
- Questions within the scope of tax returns
- Travel expenses
- Home work/study room
- VAT analysis of invoices
- Investment deductions
- Fixed assets and depreciation
- Evaluations (BWA, etc.)
- Consulting in connection with advance tax payments and corresponding applications
We only offer the execution of tax declarations for past years in exceptional cases.
If you are not a Kontist Premium banking customer yet, the upgrade to Premium is already included in the monthly fee. Kontist Tax Service is only available for self-employed individuals who use the Kontist Premium business bank account as their primary business account. There are no additional costs for continuous activities of Kontist Steuerberatung related to your financial bookkeeping, advance tax payments and advance VAT payments.
For additional activities outside of this offering, additional costs may be incurred by prior arrangement (see following questions).
You can cancel the Tax Service on a monthly basis, however, annual services (e.g. tax declaration) will only be completed if you have paid the full monthly fee for this respective year. However, these can become due at a later time, when your tax declarations are submitted, for you to have more time to get to know our service.
Which additional costs may occur?
Some matters which do not concern your self-employment will be billed separately.
The following matters will be charged with 99 € each (once per case) by Kontist Steuerberatung:
- Annex N (employee - client/partner)
- Annex SO (other income)
- Annex AUS (foreign income)
- Annex R (pensions and benefits)
- Annex KAP (investment income)
The following matters will be dealt with by prior arrangement for an additional fee:
- Maintenance services or costs
- Vocational training
- Illness and disability
- Divorce costs
- Natural hazards
- Home ownership
- Annex for children older than 18 years
- Capital/ investment income for trading of other financial products
- Annex V (renting and leasing)
- Examinations by the tax office
Kontist Steuerberatung is not yet able to offer the following matters:
- Annex FW (funding of home ownership) and Annex L (agriculture and forestry)
In addition, the following consulting services are generally subject to a fee and are charged by Kontist Steuerberatung at 100 € plus VAT per hour:
- Moving in and out of Germany
- Participations in corporations and partnerships as well as the associated disclosure obligations
- Consulting in connection with other domestic income (investment income, severance payments, employees, V+V, crypto, etc.)
- Consulting in connection with foreign income
- Conducting appeal/opposition proceedings
- Completion of questionnaires in connection with the renewal of VISA
- Examination of contracts
- Tax audits of any kind
- Inheritances or donations
- Advice on tax structuring or tax optimization
- Profit appropriation
- Business closure, in particular the determination of the profit from closure (accounting)
- Preparation of balance sheets
- Other inquiries
Kontist Steuerberatung does not offer the following matters:
- Tax declarations for past years
- Assistance in applying for or settling Corona aid and other governmental support programs
- Consulting on other forms of business
- Wage tax
- Social security
There are no additional costs for continuous activities of Kontist Steuerberatung in relation with financial bookkeeping, advance tax payments and advance VAT payments.
What if the service starts throughout the year?
If you start with the Tax Service throughout the year, all monthly fees for the previous months of the respective year will accrue retroactively. Currently, we offer the Tax Service at a price starting from 79 € per month, both for small businesses and all other qualified customers.
*We indicate that the services of Kontist Steuerberatung are conducted by Kontist Steuerberatungsgesellschaft mbH. Support in tax-related topics such as machine-aided bookkeeping is provided by Kontist Service GmbH. Kontist does not offer support in tax-related topics nor tax advisory services, but conveys these services between you and our partners Kontist Steuerberatungsgellschaft mbH and Kontist Service GmbH. Please find our Terms & Conditions here.