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.

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
• Car
• 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.

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:

• Self-disclosures
• 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.

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.