Zetax Steuerberatungsges. Mbh

Name

Zetax Steuerberatungsges. Mbh

Legal name

ZeTax Steuerberatungsgesellschaft mbH

Website

https://zetax.de

Company type

Private

Founded year

1956

Operating status

Operating

Headcount range

1–10 employees

Short description

ZeTax is a Wolfach, Germany-based tax advisory and accounting firm serving SMEs and private individuals in the Black Forest with tax, accounting, payroll, controlling, and legal services, built on the DATEV platform.

Ownership category

akta.pro rank

Headquarters

HQ city

Wolfach

HQ country

Germany

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Tax Advisory Services: Core tax consulting services including preparation of all tax returns for ongoing and one-time tax types, tax planning, and tax advice for both businesses and individuals
2. Accounting & Bookkeeping: Financial accounting services including daily booking, financial statement preparation, and digital document management
3. Payroll & HR Management: Personnel and payroll management services including wage calculation and HR administration
4. Controlling & Financial Advisory: Controlling services including strategic planning workshops, risk management systems, and capital serviceability calculations
5. Legal Services: Legal advisory services in civil law, corporate and commercial law, labor law, and contract drafting through associated ZeTax Recht practice
6. Academy & Training: Vocational training for tax professionals and dual study programs, developing future talent pipeline

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

ZeTax is a regional German tax advisory and consulting firm offering tax preparation and planning, financial accounting/bookkeeping, payroll and HR management, business controlling (including investment calculations, capital serviceability, and risk management systems), and legal advisory in civil, corporate, labor, and contract law. The firm bundles these into holistic engagements for SMEs and individuals in the Black Forest region, supplemented by digitalized workflows (DATEV-based), cash register compliance services, and an in-house ZeTax Akademie for training tax professionals.

Differentiator

Problem solved

Functional benefit

Brands

• ZeTax Akademie: Internal training and apprenticeship academy for developing tax professionals, offering programs for tax specialist (Steuerfachangestellte/r) and dual study Bachelor of Arts in Taxes and Auditing.

Products and services

• Finanzen & Controlling (Financial & Controlling Services)
• Steuern (Tax Services)
• Recht (Legal Services)
• ZeTax Akademie (Academy/Training Services)
• Meine Kasse (Cash Register Compliance Services)

Quantifiable outcome

• All employees of acquired practices retained and all jobs preserved
• +1 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature5 records

Partnerships

One partnership is on record.

• Schwenninger Wild WingsminorGTM or Marketing Partner · 1 January 2015Bronze sponsor since 2015, advertising on video cube at Helios Arena. Primary purpose is employer branding to attract young talent for tax professional training and recruitment.

Scale indicators4 records

Emerging players

• sevDesk: sevDesk is a German cloud-based accounting and invoicing platform for SMEs and freelancers. It targets the same SME bookkeeping and invoicing workflows that ZeTax services handle, and represents a digital-native competitive threat to ZeTax's traditional accounting revenue.
• Taxfix: Taxfix is a German digital tax-filing app targeting individuals and increasingly small businesses, offering automated tax returns via a consumer app. It is an emerging digital disruptor that could commoditize the lower-end tax preparation work ZeTax performs for private clients and small businesses.
• lexoffice (Haufe Group): lexoffice is DATEV-affiliated cloud accounting software for SMEs, offering bookkeeping, invoicing, and tax preparation workflows. As an emerging software-led player in ZeTax's core SME accounting niche, it competes for the same workflow owners and could reduce demand for ZeTax's manual bookkeeping services.

Direct peers

• ETL Gruppe: ETL is Germany's largest tax-consulting franchise network, offering tax advisory, accounting, payroll, and legal services to SMEs and individuals. It is the most directly comparable business model to ZeTax — multi-service Kanzlei for SMEs — with a much larger national footprint and similar scope of services.
• HLB Deutschland: HLB Deutschland is a mid-tier tax and advisory network providing audit, tax, and consulting services to SMEs in Germany. It competes head-to-head with ZeTax for SME clients needing integrated tax, accounting, and advisory support, with comparable service mix and target segments.
• Ebner Stolz: Ebner Stolz is a Germany-headquartered mid-market tax, audit, and advisory firm serving SMEs and mid-cap companies. Its full-service Steuerberatung plus legal and consulting offering mirrors ZeTax's integrated model, making it a close functional peer at a larger scale.
• RSM Germany: RSM Germany is part of the global RSM network, providing tax, audit, and consulting services to mid-market companies. Comparable to ZeTax in the SME-focused tax and advisory segment, with broader international reach and similar multi-service positioning.

Broad incumbents

• Mazars Germany: Mazars in Germany provides integrated audit, tax, and advisory services to mid-market clients. Although substantially larger, it competes in adjacent SME and owner-managed-business tax-advisory segments and represents the broader incumbent peer set ZeTax operates against.
• BDO Germany: BDO Germany is a large accounting, tax, and advisory network serving SMEs and mid-market clients. While substantially larger than ZeTax, it competes in the same SME tax-and-advisory segment and represents the kind of scaled incumbent ZeTax faces.

Others

• Genossenschaftsverband – Verband der Regionen (DATEV cooperative ecosystem): DATEV eG is the dominant German cooperative providing tax and accounting software to Kanzleien like ZeTax. It is not a direct competitor but is a critical infrastructure provider, ecosystem gatekeeper, and certification body (Digitalisierungssiegel), making it an essential adjacent player in ZeTax's operating model.

Market position

Customer concentration

• LinkedInlinkedin.com/company/zetax-stbgmbh

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries2 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 Zetax Steuerberatungsges. Mbh