tax advisor switzerland

 

Living as an expat in Switzerland offers many rewarding experiences navigating the tax system shouldn’t be one of the stressful ones. Swiss tax regulations can seem complex at first, especially with the different rules depending on your canton of residence and personal situation. That’s why having a reliable partner by your side makes all the difference.

 

We provide expert tax support tailored to the needs of expatriates living across Switzerland. Whether you’ve just arrived or have been here for years, we help you handle every aspect of your tax obligations clearly, efficiently, and with a personal approach.

 

We Understand the Expat Experience

Switzerland’s tax system is multi-layered, with federal, cantonal, and municipal elements. On top of that, your residency status, employment type, and whether you have assets in other countries all affect how you're taxed.

 

We’re here to help simplify it. From filing annual tax returns to understanding international tax treaties and optimizing your financial setup, our team offers practical, step-by-step solutions. Our goal is to make the process smooth and stress-free, so you can focus on building your life in Switzerland with peace of mind.

 

Our Services for Expats

We support international individuals and families with:

• Filing Swiss tax returns

• Double taxation agreement guidance

• Tax optimization strategies

• Tax planning for investments, pensions, and real estate

• Voluntary disclosure (amnesty filings)

• Inheritance and gift tax planning

• Property gains and transfer taxes

• Business and self-employment taxes

• Support across all Swiss cantons

 

We speak English, German, French, and Italian—and we understand the unique tax challenges faced by people moving from the EU, US, UK, and beyond.

Pricing & Cost Overview

We offer flexible options based on the complexity of your tax situation. You can send your documents by post, email, or deliver them in person to our office. Our pricing is transparent and fair, based on hourly rates or fixed packages.

Hourly Rates:

 

• CHF 100 to CHF 150/hour – Basic tax return assistance and straightforward advice

• CHF 160 to CHF 300/hour – Advanced or specialized tax planning, business and investment topics

Estimated Pricing by Type of Tax Return

 

• CHF 50 to CHF 300 – For basic individual or couple returns

• CHF 300 to CHF 1,000 – For more complex returns involving securities, property, or mortgages

• From CHF 800 – For companies (e.g., GmbH or AG)

• CHF 500 to CHF 800 – For self-employed individuals with prepared annual accounts

• CHF 150 to CHF 300/hour – For strategic tax planning and optimization advice

In What Situations Can We Help?

Our clients range from private individuals to international business owners. We regularly assist with:

 

For Private Individuals

• Tax return preparation and filing

• Income and wealth tax

• Non-punishable voluntary disclosures

• Inheritance and gift tax

• Property gains and transfer taxes

• Optimization of deductions and allowances

For Companies & Self-Employed

 

• Tax planning across cantons

• Structuring holding companies

• Dividend distribution planning

• VAT, withholding tax, and stamp duty

• Annual tax returns for GmbHs, AGs, and freelancers

• Payroll-related tax matters for employees

• Cross-border business operations and tax strategy

Tax Return Checklist – What We Need

To complete your Swiss tax return efficiently, we may ask you to provide:

Personal Information:

• Date of birth, marital status, nationality

• AHV number, occupation, employer, employment rate

• Contact details (phone and email)

Children (if applicable):

• Full names, dates of birth, school/training status

• Income (e.g., student jobs, scholarships)

• Whether they live in your household

Dependents (e.g., parents, relatives):

• Names, birth years, addresses

• Amount of financial support provided

General Documents:

• Copy of your last tax return

• Investment and bank statements (as of 31.12)

• Proof of residency throughout the year

• Marriage, separation, or divorce dates (if relevant)

• Inheritance or gift documentation

Income Documentation:

• All salary slips and employer certificates

• Pension, AHV/IV, and insurance payments

• Unemployment, accident, or illness benefits

• Maintenance/alimony payments received or made

• Other sources of income (rental, overseas, capital gains)

Real Estate:

• Property address, canton/municipality

• Net rental income, maintenance invoices

• Mortgage statements and interest paid

• Declaration of any rights of use or holiday rentals

Investments & Bank Accounts:

• Year-end balances, interest received

• List of stocks, funds, bonds, loans

• Opened or closed accounts during the tax year

Deductions & Expenses:

 

• Work-related travel (car, public transport, meals)

• Education and training expenses

• Childcare and healthcare costs

• Health, life, and accident insurance premiums

• Pillar 2 buy-ins and Pillar 3a contributions

• Donations and professional membership fees

Let Us Simplify Your Swiss Tax Experience

Our team is here to make the Swiss tax system more manageable, more transparent, and less intimidating. Whether you're an employee, business owner, retiree, or somewhere in between, we’ll tailor our services to your life and goals in Switzerland.

 

Reach out today to speak with one of our experts we're ready to support you, wherever you are in the country.