Skip to content

Become a client

New client questionnaire

Fill this in once and we can assess your case properly before the first call. It takes about five minutes, and everything is in English.

About you

Your situation in Germany

Leave empty if it does not apply.

Optional at this stage — you can share it later through the secure portal.

What you need

What should we take care of? *
Which tax years?
Types of income *
How we handle your data

Controller: Ratisbona Steuerberatungsgesellschaft mbH, Prüfeninger Straße 52, 93049 Regensburg, Germany info@ratisbona-steuerberatung.de.

Purpose and legal basis: we use your details only to answer your request and to prepare a possible engagement (Art. 6(1)(b) and (f) GDPR).

Who sees it: the members of our firm handling your case, plus our email and IT providers as processors under Art. 28 GDPR. We never sell your data or pass it on for advertising. Tax authorities or other bodies receive data only within an engagement or where the law requires it.

Confidentiality: as a German tax advisory firm we are bound by professional secrecy (§ 57 StBerG, § 203 StGB).

Storage: enquiries without an engagement are deleted after at most 6 months; with an engagement, statutory retention of up to 10 years applies.

Your rights: access, rectification, erasure, restriction, portability, objection, and withdrawal of consent at any time with effect for the future. Write to info@ratisbona-steuerberatung.de; you may also complain to a supervisory authority. Full details in our privacy notice.

Sending this questionnaire does not create an engagement. We confirm in writing before any work or fees start.