TaXperts - professional and authentic.
Today, taxes are a complex matter, even in the simplest of situations. We are passionate about Swiss taxes and want to ensure that your Swiss tax matters are handled professionally. Your needs are of the utmost importance. To that end, we offer a range of services that ensure your tax needs are met so you can continue focusing on the important things in life.
Swiss Tax Services
Tax Return Preparation
We prepare your annual tax return declaration, considering all applicable tax deductions, cantonal requirements and regulatory changes. We can provide support whether you are filing a resident tax return or filing a non-resident tax return due to property possession in Switzerland.
Non-Resident Filing
We support you with your obligations as a tax non-resident and help you to file an annual tax return to avoid a potential double taxation between Switzerland and your home country taking into consideration any bilateral tax agreements.
Remote Worker Support
Do you have a non-Swiss employer but work remotely in Switzerland? It is important you are registered properly in Switzerland to avoid severe tax and social security penalties. We can assist you to ensure that you are compliant from a tax and social security perspective in Switzerland.
Departure Tax Assistance
Don’t forget to file your departure tax return when you leave Switzerland and claim back any unused tax credits. We can support you during the departure procedure and make sure that you leave Switzerland without any tax burdens behind.
Pension Fund Asset Claim
Did you contribute into the Swiss pension fund system and are about to leave Switzerland? We can help you to decide how to efficiently allocate your retirement benefits or work out a plan to withdraw them in a tax-optimized environment.
Social Security Claim
When you leave Switzerland without intention to return, you don’t want to leave behind your accrued social security benefits in Switzerland. We analyze if you are entitled to claim back your social security contributions and guide you through the refund process.
Tax Return Review
We review your tax documentation and can provide a detailed report if your Swiss tax return has been prepared by you or by another tax accountant and if you are unsure whether the tax return has been filled out correctly.
Tax Planning/Optimization
We go a step further and conduct an in-depth analysis of your Swiss taxes. We also provide you with a tax plan that includes tax simulations to show you the tax savings you can achieve in the long term based on our tax optimization plan.
Voluntary Tax Disclosure
Did you forget to declare income or assets on your previous tax declaration? It happens! We will guide you through the voluntary tax disclosure process and make sure that penalties remain as low as possible.
Tax Consultation Briefing
Do you have specific questions about your taxes? Have you just moved to Switzerland and found yourself wondering about the tax system, your filing obligation, optimization potential, etc.? Let’s meet or talk over the phone! We can answer your questions and explain how Swiss taxes work.
Tax Notice/Assessment
We review, and support you in responding to, any tax notice and tax assessments you receive from the tax authorities in cases in which we have not prepared your Swiss tax return. We also assist you in appealing your Swiss tax assessment.
Tax Authority Representation
We can represent you in front of the tax authorities to ensure that all your tax matters are handled professionally and on time. If you must take any actions, we provide you with guidance and English translations of the tax correspondence.
Retirement Planning
Do you plan on retiring soon and would like to understand the financial impact? We will support you in preparing for your retirement by reviewing your benefits plan, forecasting your retirement benefits and exploring options to increase your retirement benefits and lower your taxes at the same time.
Financial Optimization
We help you optimize your finances and provide you with valuable input on how to lower your expenses. We can: create a budget for your finances to increase your savings; help you select the right insurance and mortgage providers; and prepare a long-term savings plan, including opportunities to save on taxes.
Tax Residence Status
Are you planning to move abroad or into Switzerland? Do you have properties or other investments in Switzerland but live abroad? We will review your tax residence status based on national and applicable international tax legislation and provide you with a tax report that indicates your potential filing obligation in Switzerland.
Get in touch with us and learn what Swiss tax services we can offer to simplify and lower your Swiss taxes. We understand the challenges you may be facing, and we are here to provide efficient, high-quality tax services at cost-effective rates.