Private income tax

For private clients

Digital income tax return

German tax law can be complex and is constantly changing. Let me help you with this! I determine your taxes and take into account aspects that reduce your taxes and prepare the necessary returns carefully and on time.

With the help of DATEV Meine Steuern and checklists for providing documents, I will prepare your income tax return for you and submit it to the tax office. Of course, this also includes checking the tax assessment and lodging appeals (e.g. objections) as well as correspondence with the tax office.

DATEV Meine Steuern: Digital platform for collaboration with the tax consultant

Ensuring optimal collaboration when preparing your tax return. You can exchange all relevant documents with me digitally via the online application or mobile app – simply and securely. The use of DATEV Meine Steuern is free of charge for you as a client.

Your advantages:

  • Comfort: You record your tax-relevant documents digitally. You will receive a separate, annually updated income tax checklist with recommended documents and further information.
  • Transparency: You can save your documents in the client portal in a structured manner based on categories (e.g. rental, insurance, etc.) and access them at any time.
  • Efficiency: You provide me with your tax-relevant documents independently of office opening hours and without additional travel.
  • Security: The secure exchange takes place via the DATEV cloud. Access is via the DATEV SmartLogin
  • Bilingual: Usable in German and English. You need only to choose the applicable language (German / English) when you login via Smart Login at the top right of the login screen you will see: DE/EN.
 
Do you already use DATEV Unternehmen Online as an business owner?
Then you can easily move documents from the DATEV Unternehmen Online portal to the ” Meine Steuern” portal. Simply activate the relevant document in the document overview and select “Further actions” -> “Transfer document to Meine Steuern”. The document is available there as a “Document without tax year” for further processing.

 

Quick starting guide for using DATEV Meine Steuern

Automatic translated subtitles for English available.

Further Support for DATEV Meine Steuern

  • Login site: LINK
  • Using as client Mandant: LINK
  • Introduction Video (only in German): LINK 

Client leaflets (only available in German)

You can find my client information sheets with checklists, calculation examples and tax tips in the information sheets section. Simply click on the button to get there.

Download (partly in German)