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Cooperation Procedures - Security and Transparency

We implement a clear and secure cooperation process, based on trust, transparency and responsible tax guidance.

the right way to meet

At TaxZen, we believe that successful partnerships begin with mutual understanding and security.

The Partnership Process in 4 Steps

Step 1: First Contact (No Commitment)

  • Fill out our contact form
  • We set up a short 30 minute introductory meeting
  • We analyze your needs and present you with our own approach to tax consulting for startups and businesses

Step 2: Financial Evaluation & Due Diligence

To ensure an efficient and secure collaboration:

Financial Evaluation Form

  • Interactive form with clear instructions at every step
  • It is based on your most recent tax data
  • It allows us to deeply understand your business operation and needs

Compliance Verification

  • Necessary stage for a responsible and transparent cooperation
  • It ensures the legality and tax consistency of your business

  • It protects both parties when signing and submitting tax returns

Step 3: Personalized Partnership Proposal

Based on your assessment, you receive a fully customized proposal that includes:

  • Specialized Service Package, tailored to your profile and priorities
  • Analytical Scope, with clear definition of actions and objectives
  • Transparent Pricing, no hidden fees or unclear costs
  • Clearly Defined Deliverables so you know exactly what will be delivered and when
  • Defined Communication Channels, for direct and effective collaboration at every stage

Step 4: Start Partnership

  • Partnership Agreement Signed — We officially seal our partnership with clear terms and a shared vision.
  • Set Up Secure File Exchange — We ensure the secure and confidential transfer of all necessary documents.
  • Welcome Pack & Next Steps Guide — You’ll receive a complete information pack with everything you need to get off to a smooth start.

For Startups

Special Note for New Businesses

For newly established startups, we simplify the cooperation process through an initial strategic session, where we examine your business model and lay the right foundations for your sustainable development in Greece.