For accountants & tax advisors
Retiring or looking to transfer your practice? We take over your client portfolio with the same personal attention your clients are used to.
3,400+ clients
Experience with large portfolios
10+ years experience
In tax services
Personal contact
Dedicated contact person for every client
We understand you've built relationships over many years. That's why we treat every transfer with the care your clients deserve.
Personal introduction to every client
Gradual transfer at your own pace
Your clients keep a dedicated contact person
Fair compensation for your portfolio
The process
A smooth transition in three phases — entirely at your pace.
We discuss your situation, wishes, and the composition of your client portfolio. No commitments, just immediate clarity.
Together we create a transition plan. You introduce us to your clients, we gradually take over the back office and client contact.
Your clients get a dedicated tax specialist as their contact person. You can retire with peace of mind, knowing everything is well taken care of.
Completely no-obligation — we'll call you back within 1 business day
Tax specialists and advisors approaching retirement
Accountants looking to transfer their client portfolio
Administration offices wanting to divest certain services
Practices without a successor who want to leave their clients in good hands
Daniel Gold
31 reviews on Google
“Mila and team were super responsive to my requests and came up with a very well priced package that perfectly addressed my needs. I didn't end up using the full package and they even refunded what I didn't use. Highly recommend!”
Alvi Safira Syarifuddin
Local Guide · 12 reviews
“At first I wasn't so sure that a report would be enough to help me manage my issue alone, but all the steps are so clear that it was super easy! Definitely recommended and great value for the price!”
Robin Schirmer
Review on Google
“I really enjoyed using Jan de Belastingman. Super straightforward and helpful service. Highly recommend if you are looking to outsource your tax preparation.”
Gabriela Uzunova
Review on Google
“Would recommend for sure! Really helped me figure out how to claim back money from my income tax return and with really clear steps! Thank you!”
FAQ
Want to know more? Feel free to reach out — we're happy to think along with you.
Every client gets a dedicated contact person at Jan de Belastingman. We work with experienced tax specialists who provide the same personal service your clients are used to. We take the time to get to know each client well.
That's up to you. Most transfers take 3 to 6 months, but we fully adapt the pace to your wishes. You can gradually wind down or transfer everything at once.
Yes, we offer fair compensation for your client portfolio. The exact terms are discussed in a personal meeting and depend on factors such as the number of clients, the nature of services, and revenue.
Yes, clients must consent to the transfer. That's why we work with a personal introduction: you introduce us to your clients, so they have confidence that their affairs are in good hands.
Absolutely. You can choose to transfer only the income tax returns, or a specific client segment. We're flexible and will work with you to find the best approach.
That is of course their right. We don't push anything. Compensation is only calculated for clients who actually transfer. Our experience is that with a proper introduction, the vast majority of clients make the switch.
Contact
Tell us about your situation. We'll contact you within 1 business day for a no-obligation conversation.
Office
De Lairessestraat 151 1075 HK Amsterdam