Can I as a private individual also benefit from a tax advisor?
September 29, 2023 | 65,00 EUR | answered by Ingo Koch
Dear tax advisor,
my name is Fred Höfer and I have a question regarding the services of a tax advisor. I am a private individual and I am wondering if it is worth hiring a tax advisor and if I can benefit from their services as a private person.
Background information: In recent years, I have taken care of some tax matters independently, but I have noticed that my tax returns are becoming more complex and I am often unsure if I have done everything correctly. Additionally, I have heard that a tax advisor can help me save taxes and optimize my financial situation.
So, my current situation is that I have handled all tax matters independently so far, but I am unsure if I have done everything correctly. I also would like to know if a tax advisor can help me save taxes and improve my financial situation.
My concerns are that I may be missing out on money by not taking advantage of all the tax benefits available to me. I would like to make the most out of my tax situation and therefore I am considering whether I should use the services of a tax advisor.
Therefore, my question to you is: Can I, as a private individual, also benefit from a tax advisor? What services can you offer me as a private individual and how can you help me save taxes and optimize my financial situation?
Thank you in advance for your response.
Best regards,
Fred Höfer
Dear Mr. Höfer,
Thank you for your inquiry regarding the services of a tax advisor as a private individual. It is completely understandable that you are unsure whether you have completed everything correctly in relation to your tax matters and whether it is worth using the services of a tax advisor. I would like to answer these questions for you and explain in detail how you as a private individual can benefit from a tax advisor.
As a private individual, you can definitely benefit from a tax advisor. A tax advisor can not only help you with the preparation of your tax return, but also help you optimize tax benefits, save taxes, and optimize your financial situation. A tax advisor can help you comply with tax regulations, show you tax-optimized design options, and support you with tax-related questions and uncertainties.
The services that a tax advisor can offer to private individuals are diverse. In addition to preparing your tax return, a tax advisor can assist you with tax planning and advice. They can give you tips on how to deduct certain expenses for tax purposes, which tax benefits you should take advantage of, and how to improve your financial situation. A tax advisor can also file appeals against tax assessments on your behalf, negotiate with tax authorities on tax matters, and assist you during tax audits.
Regarding your concern about potentially losing money by not utilizing all the tax benefits available to you, a tax advisor can help you identify and optimize these benefits. Through professional tax advice, you can be sure that you are not overlooking any tax benefits and are optimizing your tax situation as best as possible.
Overall, a tax advisor can definitely help you as a private individual save taxes and optimize your financial situation. Therefore, it is worth considering using the services of a tax advisor, especially as your tax matters become more complex and you are unsure if you have completed everything correctly.
I hope that this information has been helpful to you and I am available for any further questions you may have.
Best regards,
Ingo Koch
