From basic declarations to expert-level tax situations: Whether you have straightforward income, run your business, navigate cross-border taxes, or hold significant assets – we’ve got you covered.
The essentials. Done right. Preparation and submission of tax returns – accurately and on time.
Your tax return – managed from first document to final decision. Handling everything – deadlines, communication with authorities, and tax assessment review.
Proactive tax management that goes beyond annual filing. Full tax handling and expert guidance to spot risks, plan ahead, and optimise.
Comprehensive handling covering the exact scope that’s needed for you.
Loyalty discount
Already doing accounting with LedgerPeek? Get an automatic 10% discount on your tax returns – as a thank you for your trust.
Eco-conscious filing
Choose paperless filing and save 20% on your tax returns – better for the environment and your budget.
Partner discount
File with your unmarried partner – enjoy a discount on your tax returns together, year after year.
Referral program
Recommend us to a colleague or friend – when that person becomes our client, you receive a discount on your tax return.
Our experts will provide clear answers and guidance for you.
Frequently asked questions
We provide personal tax return services for Swiss residents in any canton and of any nationality. Whether you earn a salary, run your own business, invest in property or stocks, or hold crypto assets, we have you covered.
Our team is experienced in handling complex cantonal and communal real estate matters, all types of Swiss and foreign investments (both tangible and intangible, private and public), and a wide range of insurance, retirement, and wealth planning arrangements.
We also understand the tax implications of every family structure and life event, including divorce, single-parent households, large and small families, financial support for parents, relatives, or adult children, family businesses, shared dwellings, unmarried partners with or without children, and inheritance.
We handle personal tax returns across all Swiss cantons, including:
Every canton has its own tax practice, forms, procedures, and advantages such as social and family deductions, and our specialists understand all of them.
Our services are designed to suit every type of client, from modest-income taxpayers to high-net-worth individuals, and from beginners to experienced investors.
Our most popular service package covers full compliance and assistance: from the initial analysis of your situation, through gathering and reviewing documents, to filing your tax return and verifying the final tax decision. We also assist with tax audits, identify key risks and suggest solutions, contest tax decisions when appropriate, and represent you before the tax administration.
For clients looking for more, our advanced packages include proactive year-on-year evaluation, tailored optimisation strategies, and working with the administration to make the most of every deduction and opportunity permitted by law.
We also offer an affordable, hands-off package that covers only the tax return preparation, ideal for individuals with straightforward situations and limited budgets.
We provide our services for personal tax return in Switzerland in English and French.
Edge-case tax situations are where our expertise stands out the most. We help resolve any kind of non-standard tax situation, whether it involves creating a precedent, reversing a tax ruling, or negotiating a favourable outcome with the authorities.
Our team combines a thorough command of tax law, a careful analysis of the facts, and strong negotiation skills to defend your interests before the tax administration.
Marriage or divorce affects how you’re taxed in Switzerland. Married couples file taxes jointly and are exposed to higher tax rates if both are full-time earners. On the other hand, single-income households pay less tax than individuals or unmarried partners, due to family deductions. Cantons also vary in practice when it comes to family deductions and joint tax brackets.
Alimony and split parental authority over children resulting from divorce have significant implications on taxation and allocation of child and family-related deductions.
The tax rate is progressive and depends on multiple factors, such as the canton and commune of work and residence, the family situation, the type of income and wealth, as well as the applicable deductions. It may vary significantly from one year to another and should be estimated by a qualified tax advisor.
We advise on tax optimisation, flag potential risks, suggest strategies and structures, and assist with their implementation.
This includes obtaining preliminary tax rulings and following up with you every step of the way: from the first contact through to the final decision, payment, or reimbursement. If any issue comes up along the way, regardless of its complexity or urgency, our team is available to help at any time of the year.
For many people, tax return help is crucial. Swiss taxation is uniquely complex, with rules that vary by canton, commune, income type, and family situation. Expats face additional challenges from international tax treaties and country-specific reporting requirements.
Deadlines are short, penalties can be severe, and many taxpayers miss deductions simply because they don’t know they exist. When it comes to your personal tax return in Switzerland, a qualified advisor ensures compliance and identifies opportunities that often outweigh the cost of the service.
Deadlines vary heavily depending on canton. The earliest is mid-March, but is extendable multiple times. Some cantons fix the first deadline as late as end of October, but allow fewer extensions.
But beware that deadlines to oppose decisions are 30 days and non-extendable, and deadlines to respond to tax audits are generally very short, usually 20 days.
After an initial analysis of your situation, we prepare a detailed list of the documents required based on your income sources, eligible deductions, and wealth structure.
Depending on your profile, this may include items such as salary certificates, health insurance premium statements, bank portfolios, company financial statements, life insurance documents, pension fund or retirement scheme statements, loan agreements, real estate sales contracts, daycare receipts, medical invoices, credit card or mortgage statements, vehicle valuations, or crypto portfolios.
Our goal is to make navigating the paperwork as simple and stress-free as possible. We guide you through the process at every stage: we explain which documents are needed for the tax assessment, which must be submitted to the authorities, and which serve as internal working documents. If anything is missing or needs clarification, we follow up directly.
Once we have received all the necessary documents and information, we typically file your Swiss tax return within a few days. The main factor that can affect timing is how quickly you are able to gather and share the required documents with us.
Certain documents, such as bank statements or pension fund certificates, may not be available right away. If needed, we proactively request deadline extensions on your behalf so that your filing is never at risk.
Our pricing is transparent and based on two key factors: the volume of documents involved and their complexity. The larger the household and the more complex the financial situation, the higher the cost of the tax return. An additional factor is the level of tax return help you choose: whether simple preparation, full compliance, or all-inclusive consulting.
Unlike most fiduciaries, our online price calculator allows you to get a personalised quote within minutes. We never charge surprise fees or hourly rates, except in cases of highly complex consulting requested on demand.
Working with expats is one of our core strengths. Around half of our clients are expats, many of them from the UK, US, or France. We understand the complexities of cross-border taxation and international tax treaties, and we are familiar with the nature of foreign documents from a wide range of countries.
We also maintain a strong network of local tax specialists in the UK, US, and France, allowing us to coordinate seamlessly with your local advisor and streamline filings across multiple countries.
Co-founded by expats ourselves, we don’t just speak English fluently; we understand the expectations, work culture, and communication standards that expats from these countries are used to, and we deliver our services with the same speed and rigour.
If you are an employed expat, your income tax is generally withheld directly by your employer. However, depending on your level of income or wealth, your family situation, and any applicable deductions, you may be required (or it may be beneficial) to file an additional personal tax return in Switzerland after the end of the year, either to settle a remaining balance or to obtain a reimbursement.
For non-employed expats, a lump-sum taxation option may be available, which can significantly reduce your tax liability compared to standard Swiss taxation.
You must declare all your income and wealth, both in Switzerland and abroad. However, this does not necessarily mean everything is taxable in Switzerland. Foreign real estate, employment performed abroad, or financial income already taxed at source may be fully or partially exempt, depending on the applicable double-taxation treaty.
Be aware, though, that even exempt foreign income and wealth are taken into account when calculating your tax rate. This is known as the “global rate” principle. Your foreign holdings can push your Swiss income into a higher tax bracket, even if they are not directly taxed.
We have been 100% paperless since 2018 and deliver our services with a higher level of digitalisation than most fiduciaries.
The process begins with an initial analysis of your personal tax situation, followed by a checklist of the documents and data we need, which you can share with us securely via the cloud. After a brief round of clarifying questions, if necessary, we prepare a draft tax return and submit it to you for review, along with clear explanations and a risk assessment.
Throughout the process, we proactively manage deadline extensions, verify the final tax assessment, and advise on whether to contest the decision if needed. We also follow up with the tax administration if response times are unreasonable.
We only invoice for completed work, and never for work in progress. If you also use our business accounting services, we ensure seamless coordination across departments, so you always have a single point of contact. Where needed, we also coordinate with external partners such as notaries, lawyers, wealth managers, and insurance companies, so you can rely on one dedicated specialist for all your needs.
We apply the highest standards of data security, including two-factor authentication, regular encrypted backups, secure closed-environment systems for calculations and storage, and protected communication channels with restricted access based on each team member’s role.
No information is ever shared with the tax administration or any third party without your express approval.
