Tax services
Tax services
We provide professional tax services to local clients as well as expats with international background. With many years of experience, we make sure to avoid any international double taxation within your Swiss tax return and consider your worldwide relations when it comes to tax optimization.
Our focus is to reduce your global tax liability, not only looking at your Swiss tax burden.
Whether you need help preparing your annual Swiss tax return, you need some general tax guidance or you are looking for specific personal tax planning and tax optimization, we will be glad to assist you.
Tax Return Cost Calculator
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Calculate our fee for filing your annual tax return using the calculator below. The fee calculated refers to all services needed related to your tax return during a regular tax year. The detailed services included are the following:
- Preparation of your annual tax return
- Managing and extending submission deadlines
- Registering a power of attorney (if you wish)
- Review of provisional tax bills
- Ordering payment slips and advising on tax payments
- Review of final tax assessments and tax bills
Total (excl. VAT)CHF
Tax services
what we offer
Considering cantonal regulations, applicable deductions and compliance requirements, we can prepare your annual tax return for any canton in Switzerland. We make sure your tax liability will be as low as possible, still fullfilling all regulations. If you have any income of assets outside of Switzerland, we highly recommend engaging a professional tax advisor in order to avoid any double taxation within your annual tax return.
Tax Return
Considering cantonal regulations, applicable deductions and compliance requirements, we can prepare your annual tax return for any canton in Switzerland. We make sure your tax liability will be as low as possible, still fullfilling all regulations. If you have any income of assets outside of Switzerland, we highly recommend engaging a professional tax advisor in order to avoid any double taxation within your annual tax return.
We plan and optimize your current as well as future tax liability, providing sustainable financial benefits for you. Let us run tailor-made tax calculations and simulations specifically for your personal situation and future plans. We can include these simulations when providing a holistic financial planning. If we have also filed your annual tax return, we review it together with you to spot and discuss potential tax saving options.
Tax Planning
We plan and optimize your current as well as future tax liability, providing sustainable financial benefits for you. Let us run tailor-made tax calculations and simulations specifically for your personal situation and future plans. We can include these simulations when providing a holistic financial planning. If we have also filed your annual tax return, we review it together with you to spot and discuss potential tax saving options.
We review all correspondences from the tax authorities, such as final assessments, tax bills and enquiries. Honest communication is very important to us, therefore we inform you about the final results and any position that might have been adjusted by the tax authority. If the tax authority challenged any deductions claimed, we will spot these and advise on the potential to appeal.
Tax Assessments
We review all correspondences from the tax authorities, such as final assessments, tax bills and enquiries. Honest communication is very important to us, therefore we inform you about the final results and any position that might have been adjusted by the tax authority. If the tax authority challenged any deductions claimed, we will spot these and advise on the potential to appeal.
Owning assets or receiving income outside of Switzerland can significantly affect your Swiss tax liability. Global tax optimization needs to be performed considering country-specific aspects. We have many years of experience in foreign investment vehicles, pension systems and tax schemes and are also able to work together with your foreign private tax advisor. Our focus is to provide you with a global tax benefit.
Tax Optimization
Owning assets or receiving income outside of Switzerland can significantly affect your Swiss tax liability. Global tax optimization needs to be performed considering country-specific aspects. We have many years of experience in foreign investment vehicles, pension systems and tax schemes and are also able to work together with your foreign private tax advisor. Our focus is to provide you with a global tax benefit.
By registering a power of attorney, we act as your official tax representative. This will allow us to instantly manage any request or correspondence from the tax authority and pro-actively keep you informed about the action points due and deadlines to be met. We manage and extend submission deadlines for your tax return and inform you about any tax payments or refunds due, also considering any absence of yours.
Representation
By registering a power of attorney, we act as your official tax representative. This will allow us to instantly manage any request or correspondence from the tax authority and pro-actively keep you informed about the action points due and deadlines to be met. We manage and extend submission deadlines for your tax return and inform you about any tax payments or refunds due, also considering any absence of yours.
If you are no longer tax resident in Switzerland but still receiving interest or dividend income from Swiss sources, you may claim a large portion of the Swiss tax withheld as refund. This depends on your current country of residence. Contact us and we can tell you the portion you are allowed to claim back. We prepare the application for you, claim the tax refund and instruct the repayment to your account.
Withholding Tax
If you are no longer tax resident in Switzerland but still receiving interest or dividend income from Swiss sources, you may claim a large portion of the Swiss tax withheld as refund. This depends on your current country of residence. Contact us and we can tell you the portion you are allowed to claim back. We prepare the application for you, claim the tax refund and instruct the repayment to your account.
If you plan to move and wonder about your future tax liability, we run accurate and detailed tax simulations to show you the tax and financial impact related to your future situation. In case we already filed your annual tax return, we can provide you with a Swiss map showing the tax liabilities for every commune based on your individual income and assets.
Tax Simulations
If you plan to move and wonder about your future tax liability, we run accurate and detailed tax simulations to show you the tax and financial impact related to your future situation. In case we already filed your annual tax return, we can provide you with a Swiss map showing the tax liabilities for every commune based on your individual income and assets.
In case you think about leaving Switzerland, moving to Switzerland, moving to a different canton or your personal situation will change, let us discuss the potential impact this will have on your personal and financial circumstances and any potential ways to optimize your tax situation. We focus on providing a clear picture and we are fully aware not everyone speaks “tax language”.
Consultancy Briefing
In case you think about leaving Switzerland, moving to Switzerland, moving to a different canton or your personal situation will change, let us discuss the potential impact this will have on your personal and financial circumstances and any potential ways to optimize your tax situation. We focus on providing a clear picture and we are fully aware not everyone speaks “tax language”.
We have many years of experience in advising crossborder commuters on tax, financial and social security topics. We are happy to discuss the benefits and disadvantages of living in Germany or France while working in Switzerland based on your individual situation.
Crossborder
We have many years of experience in advising crossborder commuters on tax, financial and social security topics. We are happy to discuss the benefits and disadvantages of living in Germany or France while working in Switzerland based on your individual situation.
If certain conditions are met, it is possible to file a voluntary self-disclosure to retroactively declare income or wealth that has not been declared in previous tax years. We help you to fullfill these compliance requirements and prepare the application for you. As this may trigger an additional tax liability, we will pro-actively calculate the financial impact.
Self-Disclosure
If certain conditions are met, it is possible to file a voluntary self-disclosure to retroactively declare income or wealth that has not been declared in previous tax years. We help you to fullfill these compliance requirements and prepare the application for you. As this may trigger an additional tax liability, we will pro-actively calculate the financial impact.
We support self-employed clients by preparing their paperwork for the annual tax return, taking care of their bookkeeping, social security notifications and budgeting. Let us take care of your paperwork so you can fully focus on your business.
Self-employment
We support self-employed clients by preparing their paperwork for the annual tax return, taking care of their bookkeeping, social security notifications and budgeting. Let us take care of your paperwork so you can fully focus on your business.
If you purchase, maintain or sell a real estate property, special taxes will be due. This can result in substantial financial losses. We can advise you in advance of the event what financial consequences will occur depending on the cantons and communes involved.
Real Estate Taxation
If you purchase, maintain or sell a real estate property, special taxes will be due. This can result in substantial financial losses. We can advise you in advance of the event what financial consequences will occur depending on the cantons and communes involved.