Engagement Letter For Tax Services Template for Germany

The Engagement Letter For Tax Services is a crucial document used when establishing or renewing a professional relationship between a tax advisory firm and its clients in Germany. It serves as the foundational agreement that defines the scope of tax services, professional obligations, and mutual responsibilities. This document is essential for compliance with German regulatory requirements, including the Steuerberatungsgesetz (Tax Consulting Act), professional standards set by the Federal Chamber of Tax Advisors, and data protection laws. The letter typically includes details about service scope, fee arrangements, confidentiality obligations, and liability limitations, providing clear guidelines for the professional relationship while ensuring legal protection for both parties.

1. Letterhead and Date: Tax advisor's firm details, professional credentials, and date of the letter

2. Client Information: Complete details of the client, including legal name, address, and tax identification numbers

3. Engagement Overview: Brief introduction stating the purpose of the letter and confirmation of the client's request for tax services

4. Scope of Services: Detailed description of the specific tax services to be provided, including type of tax returns, consulting services, or other tax-related work

5. Professional Fees: Fee structure, billing arrangements, and payment terms in accordance with StBVV regulations

6. Client Responsibilities: Clear outline of client's obligations, including providing accurate information and required documentation

7. Confidentiality and Data Protection: GDPR compliance statements and confidentiality commitments

8. Professional Standards: Reference to applicable professional standards and ethical obligations

9. Limitation of Liability: Professional liability limitations in accordance with German law

10. Duration and Termination: Terms regarding the engagement period and termination provisions

11. Acceptance: Request for client's confirmation and signature block