Schmaltz und Partner Steuerberater

What Schmaltz und Partner Steuerberater does

Schmaltz und Partner Steuerberater is a German tax advisory partnership (Partnerschaftsgesellschaft) headquartered in Düsseldorf at Schiess-Str. 55, with a branch office in Velbert Langenberg, serving individual and corporate clients primarily in North Rhine-Westphalia. The firm was founded in 1976 and is owned by four Steuerberater partners — Daniel Schmaltz, Johannes Schmaltz, Jörg Althammer, and Dirk Bähren — operating across its two offices. Service lines span tax consulting and compliance, bookkeeping, annual financial statement preparation, payroll processing, business formation advisory, and expatriate/international tax advisory, with sector specializations in Handwerk (crafts and trades), real estate, GmbHs and Freiberufler, retail/services, and Existenzgründung (business startups). Customers are predominantly SMBs, freelancers, and individual taxpayers, acquired via direct relationships, referrals, professional reputation (Handelsblatt recognition), industry lectures (IHK, HWK, university), and digital channels (blog, podcast, social media, Kununu employer branding).

The technology stack centers on the DATEV ecosystem (DATEV Unternehmen Online, with four consecutive Digitale Kanzlei certifications, 2023–2026) supplemented by Lexoffice and Sevdesk for client bookkeeping intake, Fast Docs for digital document exchange, and FP Sign for electronic signatures. Digitalization metrics substantially exceed DATEV label thresholds: 100% outgoing invoice digitalization vs. 65% required, 95% bank digitalization vs. 80%, 93% primary booking digitalization vs. 80%, 97% e-invoice share vs. 50%, 89% of clients on digital documents vs. 50%, and 67% using DATEV Unternehmen Online vs. 40%. The firm holds seven consecutive Handelsblatt "Beste Steuerberater" designations (2021–2026) and is consistently ranked in the top-13 in Düsseldorf with Handwerk specialization.

Revenue is generated through professional tax-advisory fees regulated under the Steuerberatervergütungsverordnung (StBVV) and individual client engagement agreements; exact pricing is not publicly disclosed. Distribution is sales-led, primarily direct advisory delivered in person at the two offices and remotely via Fast Docs, DATEV Unternehmen Online, email, and phone. Marketing relies on content (blog, downloads, LexPlained podcast co-produced with Hoffmann Liebs), social media (LinkedIn, Instagram, Facebook), employer branding on Kununu (1,500+ reviews, 100% recommendation rate), and industry-event speaking (IHK, HWK, Heinrich Heine Universität, Hochschule Düsseldorf, EXIST-Women). The firm explicitly positions itself as a family-tradition, expanding, future-oriented Kanzlei combining high digitalization with individualized client care.

Name

Schmaltz und Partner Steuerberater

Legal name

Partnerschaftsgesellschaft Schmaltz und Partner, Steuerberater

Website

https://schmaltzundpartner.de

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Short description

Schmaltz und Partner Steuerberater is a German tax-advisory partnership founded in 1976, providing tax consulting, bookkeeping, annual financial statements, payroll, and expatriate tax services to SMBs, freelancers, tradespeople, real estate owners, and founders from offices in Düsseldorf and Velbert, North Rhine-Westphalia.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Other Accounting Services (541219)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Payroll & Employment Tax Services (BPAHABAD)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Transfer Pricing & International Tax Services (BPAHABAI)

Keywords

• Tax advisory services
• Bookkeeping services
• Annual financial statements
• Payroll processing
• Business tax consulting

Headquarters

HQ city

Düsseldorf

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Tax Advisory and Accounting Services: The firm generates revenue through professional tax advisory services charged to individual and corporate clients, based on the German Steuerberatervergütungsordnung (StBVV) fee schedule and individual client agreements. Services include tax return preparation, bookkeeping, annual financial statements, payroll processing, and tax consulting.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Schmaltz und Partner Steuerberater provides professional tax advisory and accounting services to businesses and individuals across Germany from offices in D\u00fcsseldorf and Velbert. Services include tax return preparation, ongoing bookkeeping, annual financial statements, payroll processing, corporate and personal tax planning, business formation support, and specialized advisory for the Handwerk sector and international/expat clients.

Product overview

Schmaltz und Partner Steuerberater is a professional tax consulting partnership firm (Partnerschaftsgesellschaft) with offices in Düsseldorf and Velbert, offering comprehensive tax advisory services. The firm's core offering consists of tax consulting, bookkeeping, and annual financial statement preparation for businesses and individuals across industries including trades/handwerk, real estate, trade and services, and startups/existential founders. They differentiate through digitalization, with a technology-forward approach using DATEV as the core platform, supplemented by Fast Docs for document management and FP Sign for digital signatures. Additional offerings include monthly Info Briefs (Infobriefe) newsletters and a collaborative podcast (LexPlained with Hoffmann Liebs law firm) covering tax topics. The firm has achieved DATEV Digitale Kanzlei certification for 4 consecutive years, reflecting their high degree of digitalization (100% outgoing invoice digitalization, 97% e-invoices, 95% bank digitalization).

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisory Services (Steuerberatung) Professional tax consulting services including tax planning, tax return preparation for businesses and individuals, and tax compliance advisory.
• Bookkeeping (Buchf\u00fchrung) Ongoing bookkeeping services for clients using DATEV accounting software.
• Annual Financial Statements (Jahresabschl\u00fcsse) Preparation of annual financial statements for companies, particularly partnerships (Personengesellschaften) and corporations (Kapitalgesellschaften).
• Company Foundation Support (Existenzgr\u00fcndung) Advisory services for starting a business, including planning, registration, and initial tax setup.
• International/Expat Tax Advisory Tax advisory for international clients and expats, including cross-border tax situations and working abroad.
• Handwerk & Real Estate Tax Advisory Specialized tax advisory for the Handwerk (crafts/trades) sector and real estate owners requiring property tax, real estate transfer tax, and rental income tax advisory.
• Payroll Processing Payroll processing and related tax services for SMB clients (inferred from standard tax firm offerings listed under revenue model).

Quantifiable outcome

• Awarded 'Beste Steuerberater' by Handelsblatt for the 7th consecutive year (2021–2026)
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Hoffmann LiebscoreStrategic or Co-development Partner · 3 June 2026Schmaltz und Partner partnered with Düsseldorf-based commercial law firm Hoffmann Liebs to co-produce a podcast episode of 'LexPlained'. The episode covers cross-border employment topics, addressing legal and tax challenges for companies employing workers abroad. Daniel Schmaltz and Julia Spelter from Schmaltz und Partner appeared alongside Verena Hagen from Hoffmann Liebs.
• DATEV e.G.coreTechnology or IntegrationDATEV is the primary software ecosystem used by Schmaltz und Partner for tax compliance, accounting, payroll, and digital document management. The firm holds the DATEV Digitale Kanzlei certification (4th consecutive year). DATEV provides the technological backbone for the firm's highly digitalized workflows.
• Steuerberaterverband Düsseldorf e.V.minorOthersThe firm is a member of the Steuerberaterverband Düsseldorf e.V. (Düsseldorf Tax Advisors Association), which provides professional representation, training, and networking for tax advisors in the region.
• Steuerberaterkammer DüsseldorfminorOthersSchmaltz und Partner is registered with and supervised by the Steuerberaterkammer Düsseldorf (Düsseldorf Chamber of Tax Advisors), the statutory professional body for tax advisors in North Rhine-Westphalia.
• Hochschule Düsseldorf (HSD)minorOthersThe firm collaborates with Hochschule Düsseldorf, co-hosting events such as the Steuersymposium (Tax Symposium) in 2024. Firm representatives also hold lectures for students at the university, supporting talent development in the tax profession.
• Handwerkskammer Düsseldorf (HWK)minorOthersSchmaltz und Partner holds a recognized specialization in the Handwerk (crafts/trades) sector and collaborates with the HWK on workshops and lectures for Gründerinnen (female entrepreneurs) in the skilled trades, as well as hosting HWK tax seminars.
• Industrie- und Handelskamter Düsseldorf (IHK)minorOthersThe firm regularly holds lectures at the IHK Düsseldorf, informing students, startup founders, and foreign investors about setting up businesses in Germany.
• Steuercoach Stefan LamiminorOthersThe firm participated in a workshop with Stefan Lami, described as a Steuercoach (tax coach) who specializes in advising tax firms on business development and firm growth.
• EXIST-Women (Bundesministerium für Wirtschaft und Klimaschutz)minorOthersSchmaltz und Partner supports the EXIST-Women program with tax expertise. Firm representatives Laura Redemann and Julia Spelter contributed to presentations for female entrepreneurs in the Handwerk sector.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Ebner Stolz: Ebner Stolz is a German tax advisory, audit, and consulting firm serving mid-market companies. Directly comparable as a multi-service Steuerberatung firm with Handwerk/Mittelstand focus, similar client segments (GmbHs, Mittelstand, family businesses), and comparable partner-led structure, though at materially larger scale.
• RSM Germany: RSM Germany is part of the global RSM network, providing tax, audit, and consulting services to mid-market companies in Germany. Comparable in core Steuerberatung, Jahresabschluss, and payroll services for German SMBs, with comparable Mittelstand focus.
• PKF Fasselt Schlage: PKF Fasselt Schlage is a German tax advisory and auditing firm serving Mittelstand and family-owned businesses. Directly comparable as a Steuerberatung firm targeting German SMBs with similar compliance, Jahresabschluss, and tax planning offerings in regional offices.
• Streck Mack Schwedhelm: Streck Mack Schwedhelm is a German tax advisory firm specializing in tax consulting, Jahresabschluss, and corporate tax for medium-sized companies. Comparable as a partner-led Steuerberatung practice serving similar German SMB and Mittelstand clients with overlapping service offerings.
• Warth & Klein Grant Thornton: Warth & Klein Grant Thornton is a German tax advisory, audit, and consulting firm serving mid-market companies and family businesses. Comparable as a multi-service Steuerberatung firm targeting German SMB clients with similar service mix and partner-led structure.
• Baker Tilly Germany: Baker Tilly Germany is a German tax, audit, and advisory firm serving SMBs, family businesses, and Mittelstand clients. Comparable in offering comprehensive Steuerberatung, Jahresabschluss, and payroll services to similar SMB segments across multiple German regions, though operating at larger scale than Schmaltz und Partner.

Broad incumbents

• Mazars Germany: Mazars Germany is a major international audit, tax, and advisory firm with German operations serving mid-market and enterprise clients. Overlaps with Schmaltz und Partner on tax compliance and Jahresabschluss services, but serves significantly larger clients and operates nationally.
• ETL AG: ETL AG is Germany's largest tax advisory and accounting network, with hundreds of franchise partner firms across the country. Provides overlapping Steuerberatung, Buchführung, payroll, and Jahresabschluss services to SMBs and freelancers, but operates at much broader scale via its franchise model.
• BDO Germany: BDO Germany is a leading audit, tax, and advisory firm serving Mittelstand and family-owned enterprises. Provides comparable Steuerberatung, Jahresabschluss, and payroll services but at substantially larger scale and with broader industry coverage than Schmaltz und Partner.
• Flick Gocke Schaumburg: Flick Gocke Schaumburg is a top-tier German tax law and advisory firm based in Bonn/Düsseldorf. Comparable in providing high-end Steuerberatung and international tax advisory, but focuses on larger corporates and tax law rather than SMB clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/schmaltzundpartner
• LinkedInlinkedin.com/company/schmaltz-und-partner-steuerberater

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Schmaltz und Partner Steuerberater