Personal Tax Return
made easy.
Say goodbye to piles of paperwork and complicated forms—as tax advisors for your personal tax return in Düsseldorf, Jüchen, and the surrounding area, we handle your income tax return entirely online.
• In-Person & Digital: A regional presence in the Rhineland meets paperless processes.
• Maximum Success: We help you achieve your best.
• No paperwork: Simply submit your receipts digitally via DATEV Meine Steuern or alternatively by email.
Current Topics on Income Tax / Personal Tax Return
Personal Tax Return in 3 Steps
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1
Contact us
Contact us by phone, email or via the contact form
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2
Initial consultation and proposal
In our first meeting, we will discuss what we can do for you and your personal tax return and then provide you with a proposal (fixed price or fee range) you can rely on.
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3
Implementation phase
During the implementation phase, we consistently deliver our services at the highest level for you.
Contact us by phone (0211-5424 717-0), email (info@suw-steuerberatung.de) or via the contact form.
We will then suggest a date for your first consultation, which you can attend either via Zoom, by telephone or in person at our offices in Düsseldorf or Jüchen.
During your free initial consultation regarding the preparation of your income tax return (a 30-minute introductory meeting via Zoom or at one of our offices in Düsseldorf or Jüchen), we will discuss the following aspects with you in particular:
- Background of your inquiry regarding your income tax return (e.g., income from employment, rental income, investment income, pensions, special life circumstances)
- Customized recommendations for optimizing your personal income tax return
- Possible approaches to taking full advantage of tax planning opportunities when filing an income tax return
- Next steps and the process leading up to the completion of the income tax return and the subsequent review of the tax assessment
You are welcome to provide us with additional information before our initial consultation, particularly
- previous income tax assessment notices and tax returns,
- relevant contracts (e.g., lease agreements, loan agreements),
- Calculations and summaries (e.g., statements of business expenses, mileage logs, statements regarding rental properties),
- Other documents that are relevant to your income tax return.
Individual Tax Return
After the initial meeting and assignment by you, you upload your tax documents to DATEV Meine Steuern or submit those to us via email and we start to prepare your personal tax return:
- Step 1: Receive your checklist. We will send you a personalized checklist detailing all the documents and information required for your tax declaration.
- Step 2: Prepare your documents. You gather all relevant financial records, receipts, and statements based on the checklist provided.
- Step 3: Submit your paperwork. You can securely upload your documents directly to DATEV Meine Steuern or send them to us via email.
- Step 4: Review and processing. Our team will begin processing your tax return. We will reach out to you if we have any follow-up questions or require additional details.
- Step 5: Final consultation (if required). For complex or extensive tax returns, we will schedule at least one consultation meeting with you to discuss the details and optimize your results.
- Step 6: Completion and sign-off. Once everything is finalized, we will present the completed tax declaration to you for review and approval before filing it with the tax authorities.
