Comparison guide

Steuerberater vs Financemate

A licensed Steuerberater and a tax platform do different things. This page helps you figure out which path fits your situation, or whether you want both.

The short answer

Traditional Steuerberater

A licensed tax professional in Germany. They can formally sign off on your return, handle complex cases, and represent you with the Finanzamt. Fees are regulated by the StBVV and depend on your situation.

Financemate

Free filing in English for simple employed cases, a free Tax Optimisation Report, and a curated network of English-speaking Steuerberater for cases that need one. The handoff is built into the same flow.

Side by side

Different tools for different situations. Factual differences, no winner declared.

FeatureTraditional SteuerberaterFinancemate
English support
Depends on the firm
Yes
Price
Fees per StBVV, often €300 to €1,200+
Free self-serve, advisor fees disclosed up front
Signs off on your return
Yes
No
Represents you with the Finanzamt
Yes
No
Self-serve digital filing
No
Yes
Tax Optimisation Report
Via consultation, billed
Free
Rental income, freelance, joint filing
Yes
Via matched advisor in our network
Finds you an English-speaking advisor for you
No
Yes
Integrates with broader financial planning
Rarely
Yes

Comparison based on publicly available information at time of writing. Individual situations vary. For personalised advice, consult a licensed Steuerberater.

A traditional Steuerberater makes sense if...

  • Your situation is complex (freelance, rental, cross-border, crypto, RSUs, inheritance)
  • You want someone to formally sign off and represent you with the Finanzamt
  • You want an ongoing relationship for recurring returns
  • You have already found a good English-speaking Steuerberater you trust

Financemate makes sense if...

  • You want to start free and only pay for an advisor if you actually need one
  • You want an English-speaking experience end to end
  • You want a Tax Optimisation Report to understand your position before engaging a Steuerberater
  • You want help finding a vetted Steuerberater rather than searching on your own

FAQs

Fees follow the Steuerberatervergütungsverordnung (StBVV), which sets fee bands based on your income and the work involved. A typical individual return might land anywhere from €300 to €1,200 or more. Complex cases cost more.

No. Financemate is not a licensed Steuerberater or financial advisor. We provide a filing platform, a Tax Optimisation Report, and a network of English-speaking Steuerberater to connect with when your case needs one.

Only a licensed Steuerberater (or you yourself) can sign and submit your return. Tax software, including Financemate's self-serve flow, prepares your return for your own electronic submission via ELSTER.

Yes. Many people do exactly that. Start with the free Tax Optimisation Report to understand your position, then engage a Steuerberater if your situation warrants it. We can also match you with one.

No. No tool or advisor can guarantee a specific refund or outcome. Your result depends on your actual income, deductions, and personal circumstances.

Yes. Every Steuerberater in the Financemate network is registered with the Steuerberaterkammer and practices in Germany. We curate for English fluency and experience with internationals.

Some specialise in property investment and can help you claim AfA (depreciation), interest, and other costs properly. The Steuerberater is not a financial advisor though; investment decisions are still yours.

A short paid consultation with a Steuerberater is often the right move for one-off questions. Our advisor-match flow can introduce you to one.

See what Financemate looks like for your situation.

Three questions to qualify, then either a free filing flow or a matched advisor. Whichever fits.

Free. No card required.

Steuerberater vs Financemate: Which Path Fits You? | Financemate