Clear up your questions.
Make a good start.
Would you like to get to know us or change tax advisers? Find out how we get started together, prepare a change of adviser and answer your questions.
From your enquiry
to working together.
Before taking on work, we clarify your needs, the information required and the agreed scope of our services. The following onboarding process applies to new clients. If you already work with us, we discuss any additional needs directly with you.
Understand your needs
You contact us. We discuss your situation and consider whether and to what extent we can support you.
Bring the information together
We bring your information together in DATEV’s prospect management system and agree with you which further details and documents are needed.
Review our proposal
We prepare your individual proposal using DATEV’s quotation assistant. You can review the proposed services and fees and discuss any questions with us.
Prepare to get started
Once you engage us, we arrange authorisations, responsibilities, handovers and digital access. We agree which tasks we will take on and from when.
A smooth change
starts with a clear plan.
We discuss the support you need and how to prepare the transition to mangold.tax.
Understand your situation
You tell us about your business, current processes and the support you would like. Together, we consider whether we are a good fit.
Agree the framework
We agree the services, fees and a possible handover date. Ongoing work and upcoming deadlines are part of the discussion from the outset.
Transfer data in an organised way
Once you engage and authorise us, we coordinate the required documents and data with your existing firm. Together, we record anything still outstanding.
Set up our work together
We agree responsibilities and handover dates and set up suitable digital channels. You know who to contact with your questions.
Helpful for our first discussion: a brief overview of your needs, your existing arrangements and important dates. We will then agree which documents are needed for your situation. Please send sensitive documents only through the transfer method we have agreed with you.
What you may want
to know beforehand.
An initial overview of working with us. We discuss your particular situation with you personally.
Getting started & advice
What happens after my first enquiry?
We review your enquiry and agree the next steps with you. We record your information in DATEV’s prospect management system and use it to prepare an individual proposal with DATEV’s quotation assistant. Once the services and fees have been agreed and you have engaged us, we prepare the data transfer and your digital access. View the process at a glance.
Does making an enquiry make me a client?
Your enquiry initially tells us about your needs. We expressly agree with you whether we will take on work and which services we will provide. Please therefore assume that we are handling a task or deadline for you only once this has been agreed.
Is mangold.tax right for my needs?
We support businesses, self-employed professionals and shareholders, family businesses, and people with property and wealth matters. Other areas of focus include international tax and passing on businesses and wealth. Explore who we work with.
Do you also take on individual advisory projects?
We assess whether ongoing support or a defined advisory project is appropriate for your needs. Where necessary, we agree with you how to work alongside your existing tax firm, lawyers or notaries.
How are your services charged?
Before we start working together, we agree the scope of services and fees with you. The applicable fee regulations and our agreements govern the charges. Consultation appointments are also chargeable; the scope and terms are clarified before booking or engagement.
Do you advise clients outside Wuppertal?
We can work digitally with clients beyond the local area. Meetings can take place via Microsoft Teams or in person at our Wuppertal office. Together, we agree which format suits your needs.
Switching & digital collaboration
How do we work together?
We rely on clear tasks, complete documents, agreed dates and secure digital channels. You can find what to expect from us and what we need from you in our guide to working together .
When can I change tax advisers?
We plan the right timing with you, taking account of existing agreements, ongoing engagements, upcoming deadlines and the data transfer required. This makes clear who will handle which tasks and by when.
Do I need to organise the handover myself?
You decide to switch and arrange the end of your existing engagement. Once you engage and authorise us, we coordinate the professional handover of data and documents with your previous firm. We discuss the process and your involvement beforehand.
Do I need DATEV Unternehmen online already?
You do not need DATEV access to contact us. When we start working together, we review your existing systems and set up suitable digital workflows and access with you.
What should I do if my DATEV login does not work?
First, use the sign-in method set up for you. If access is missing or your permissions are unclear, contact us. For general questions about the applications, you can also use DATEV Help .
Tell us
what you have in mind.
Briefly tell us what you need. We will discuss the support we can offer and the next steps.