Who Can Legally Help You File Your Taxes?

Filing Taxes in Germany

In Germany, only certain professionals are authorized to provide tax filing services. Here’s who you can turn to for help:

  • Lohnsteuerhilfevereine (Income Tax Assistance Associations):
    These organizations can assist with straightforward tax situations, offering a more affordable alternative to hiring a tax consultant. They can help you file your tax return and answer any tax-related questions you may have throughout the year.
  • Tax Consultants (Steuerberater):
    These certified professionals are legally authorized to provide tax advice and file returns. They are regulated by law and must adhere to strict professional standards, making them a reliable choice for complex tax situations.

Important Note: Financial consultants, unless they are also certified Steuerberaters, are not permitted to provide tax filing services in Germany.
Be careful if some “tax consultant” might offer you to receive a % of the refunded amount as their compensation and in parallel try to sell you insurance or investment products – usually this is one sign, that they are not authorized tax consultants.
Another indication is when your “tax consultant” asks you to do the correspondence with the Finanzamt.
A real tax consultant will let you sign a mandate and will take over the correspondence with the tax authorities on your behalf. Fees are based on effort and based on the tax consultant fee table, and they are usually not negotiatable.

Conclusion

Understanding and navigating the German tax system is essential for managing your finances effectively as an expat. By familiarizing yourself with tax classes, income thresholds, and the different options for filing your taxes, you can optimize your tax situation and potentially increase your refund. Whether you choose to file your taxes online through ELSTER, seek assistance from a Lohnsteuerhilfeverein, or hire a tax consultant, it’s important to be proactive and informed to ensure compliance and maximize your tax benefits.

Disclaimer:
The information provided in this blog post is for general informational purposes only and does not constitute tax, legal, or financial advice. While we strive to ensure the accuracy and timeliness of the information, tax laws are complex and subject to change. We recommend consulting with a certified tax advisor for advice tailored to your individual circumstances. In terms of financial consultation, we collaborate with German Sherpa Financial Solutions, specializing in services for Expats in Germany. Please note that this content does not serve as tax consulting.