What SFS does

SFS Steuerberatungsgesellschaft mbH is a private German tax consulting and business advisory firm headquartered in Dachau, Bavaria, founded in 2005. The firm employs 70 expert staff combining tax advisors, accountants, and business consultants, and is described as one of the largest full-service Steuerberatungsgesellschaften in the Munich/Dachau region. Service delivery is built on a digital-first platform anchored by full DATEV integration, including DATEV Unternehmen Online for client data exchange, payroll evaluations, and personnel files, supplemented by Lexoffice for smaller clients and fastdocs.de for digital document management. The product portfolio spans core tax advisory, financial accounting, payroll processing, and annual financial statements, with adjacent modules covering tax planning, inheritance and gift tax, company formation, business succession, corporate restructuring, real estate tax, and tax audit support.

SFS serves two primary customer segments: small to medium enterprises with annual revenue of at least EUR 500,000, and high-complexity private individuals including HNW clients with rental property and investment portfolios. The business model is a flat-rate monthly subscription that bundles tax compliance, financial accounting, payroll, and annual statements into a single predictable fee, replacing the traditional hourly or per-transaction billing model common in German tax advisory. Go-to-market relies on a partner-led consultative sales motion with named partners (Stefan Fichtl, Max Kronschnabl, Maxi Sedlmaier) handling onboarding, supported by SEO, educational webinars, downloadable resources, and regional referral networks in the Munich/Dachau area. The firm holds DATEV Digitale Kanzlei 2024, ISO certification, and BAFA international trade counseling authorization, and participates in Umweltpakt Bayern.

Name

SFS

Legal name

SFS Steuerberatungsgesellschaft mbH

Website

https://sfs.de

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

SFS Steuerberatungsgesellschaft mbH is a digital-first German tax consulting firm in Dachau with 70 experts, offering tax advisory, financial accounting, payroll, and business consulting to SMEs (EUR 500K+ revenue) and high-complexity private individuals via DATEV-integrated flat-rate monthly subscriptions.

Ownership category

akta.pro rank

Headquarters

HQ city

Dachau

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Advisory Services: Core tax consulting services including tax returns, annual financial statements, and financial accounting for both business and private clients, billed via individual flat-rate monthly fees covering all tax services
2. Business Consulting: Business advisory services including controlling reports, financial planning, cost structure analysis, and financing optimization for business clients
3. Payroll Processing: Digital payroll accounting services with DATEV integration, employee records management, and automated payroll processing

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

SFS Steuerberatungsgesellschaft mbH is a digital full-service tax consulting firm offering tax advisory, financial accounting, payroll processing, annual financial statements, and business consulting to both corporate clients (with minimum annual revenue of 500,000 EUR) and private individuals. Services are delivered under a flat-rate monthly fee model with full DATEV integration enabling digital document exchange and 24/7 online client access.

Product overview

SFS Steuerberatungsgesellschaft is a digital full-service tax advisory firm based in Dachau, Germany, offering a comprehensive suite of tax and business consulting services. The core offering combines tax advisory (Steuerberatung), financial accounting (Finanzbuchhaltung), payroll services (Lohnbuchführung), and annual financial statements (Jahresabschluss) under an innovative fee model with predictable flat-rate pricing. The Digitale Kanzlei (Digital Office) sub-brand serves as the technology platform enabling all-digital collaboration with clients through DATEV integrations, providing 24/7 access to documents and evaluations. Additional specialized modules include tax planning (Steuergestaltung), inheritance and gift tax advisory, company formation, business succession, corporate restructuring, real estate tax services, tax audit support, and comprehensive business consulting. The service portfolio is delivered to both corporate clients (with minimum annual turnover of €500,000) and private individuals, with approximately 70 employees serving as one of the largest full-service tax firms in the Munich region.

Differentiator

Problem solved

Functional benefit

Products and services

• Steuerberatung (Tax Advisory) Core tax consulting services including tax return preparation, tax planning, and tax optimization for both corporate and private clients.
• Finanzbuchhaltung (Financial Accounting) Digital financial accounting services with 24/7 access to documents and evaluations via DATEV integration.
• Lohnbuchführung (Payroll Accounting) Digital payroll processing with full DATEV integration for accessing payroll reports, personnel files, and settlements.
• Jahresabschluss (Annual Financial Statements) Year-end financial statement preparation and analysis conducted digitally and timely in coordination with clients.
• Unternehmensberatung (Business Consulting) Comprehensive business advisory services including individual controlling reports, financial planning, cost structure analysis, financing optimization, and personnel planning.
• Steuergestaltung (Tax Planning) Strategic tax planning and optimization services to legally minimize tax burden for businesses.
• Erbschaft- und Schenkungsteuerrecht (Inheritance & Gift Tax) Specialized advisory services for inheritance and gift tax matters, including business succession planning and estate clarification.
• Unternehmensgründung (Company Formation) Complete support for business startup and founding, handling all legal and administrative challenges associated with new ventures.
• Unternehmensnachfolge (Business Succession) Advisory services for smooth business transfer and succession, including legal and tax planning throughout the transition process.
• Umwandlungen (Corporate Restructuring) Corporate restructuring and transformation services to optimize effective tax rates for businesses.
• Immobiliensteuer (Real Estate Tax) Tax advisory services for property acquisition, sale, and rental including representation before tax authorities and complete tax return preparation.
• Betriebsprüfung (Tax Audit Support) Preparation of bookkeeping and financial statement data for tax audits and ongoing support with auditors.
• Verfahrensdokumentation (Process Documentation) Support for capturing, processing, storing, and disposing of digital data and documents in compliance with legal requirements.
• Honorarmodell (Fee Model / Flat-Rate Service Package) Individualized fee model with predictable flat-rate monthly amounts including all tax services, financial accounting, tax returns, and annual statements.

Quantifiable outcome

• 24-hour response time commitment for all client inquiries
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• DATEVcoreTechnology or IntegrationStrategic technology partnership for accounting and tax software integration. SFS uses DATEV Unternehmen Online for client data management, payroll processing, and financial accounting. Full integration enables real-time data exchange, electronic document management, and cloud-based access to all financial records.
• DATEVcoreChannel Partner/ Reseller/ DistributorAuthorized DATEV reseller and implementation partner, providing DATEV solutions to clients and supporting their digital transition to DATEV Unternehmen Online platform.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• BDO Germany: BDO is a top-tier global accounting and tax network with substantial German operations serving mid-market companies. Comparable to SFS in the SME tax, accounting, and business-advisory space, though at significantly larger scale and with audit capabilities.
• Mazars (Germany): Mazars is an international audit, tax, and advisory firm with a German practice serving mid-market and family-owned businesses. Comparable to SFS on the SME tax and consulting axis, though operating at a larger scale and with international capabilities.
• RSM International (Germany): RSM is a global mid-tier accounting and advisory network with a German presence offering tax, audit, and consulting to SMEs. It is comparable to SFS as a multi-service provider targeting mid-market and owner-managed businesses.

Direct peers

• PKF Fasselt Schlage: PKF is a mid-tier international accounting and consulting network with a German member firm offering tax, audit, legal, and management consulting to SMEs. It is closely comparable to SFS in scope, client segment, and full-service positioning.
• ETL AG: ETL is Germany's largest tax-consulting and accounting network with hundreds of member firms. It is the most direct comparator to SFS as a mid-sized full-service Steuerberatungsgesellschaft competing for SME and private clients through partner-led, regional offices.
• Lohnsteuerhilfe Bayern (LHB): LHB is a large Bavarian tax-aid association serving private individuals with payroll, rental, and investment income. It is directly comparable to SFS for the private-client (Privatpersonen) segment and competes on price-sensitive tax-return work in the same Munich/Dachau region.
• Flick Gocke Schaumburg: Flick Gocke Schaumburg is a leading German tax-and-legal boutique based in Bonn/Munich. Comparable to SFS in the high-end German tax-advisory category, particularly for succession, restructuring, and complex tax planning work.
• Steuerberater-Kanzlei Hoffmann & Partner (illustrative mid-tier German tax firm): A typical mid-sized German Steuerberatungsgesellschaft offering tax returns, financial accounting, and payroll for SMEs and private clients. Directly comparable to SFS in service mix, regional orientation, and partner-led delivery model.
• WTS Group: WTS is a German-headquartered tax-only advisory boutique focused on corporate tax, international tax, and transfer pricing. Comparable to SFS on the German tax-advisory axis, though WTS serves larger corporates and is more specialized.

Others

• DATEV eG: DATEV is the dominant German tax/accounting software cooperative and SFS's core technology partner. It is comparable as the infrastructure layer (software, payroll, digital document management) on which virtually every German tax consultancy, including SFS, is built.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/SfsSteuerberatungsgesellschaftMbh
• LinkedInlinkedin.com/company/sfs-steuerberatungsgesellschaft-mbh

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SFS