Personal tax compliance for your clients – managed by experts, seamlessly integrated into your workflow.
Whether as a chartered consultant or an external specialist, we ensure your clients’ personal tax obligations are handled with precision – while you maintain full control of the relationship.
Team integration
We act as your in-house tax department – using your corporate email, working within your cloud environment, and delivering all results under your brand.
External consultant
We are introduced as your specialised tax partner, handling complex advisory and filings while you manage the core relationship.
Direct referral
You hand over the mandate entirely. We manage the client directly and keep you informed of any corporate-relevant data (dividends, salaries, distributions).
Conflict-free partnership
Within our collaboration, the scope is strictly limited to personal taxation.
Senior-only execution
Every dossier is handled from start to finish by a senior tax expert, ensuring technical accuracy.
The “Fiduciary-First” protocol
If we spot an issue in a personal return linked to corporate accounting, we consult you first – giving you the opportunity to address it before it reaches the client.
We operate exclusively on fixed-fee budgets defined at the start of the mandate
Predictable costs
You know the margin or the cost to the client upfront.
Flexible billing
We can bill you (the fiduciary) or the client directly, taking on the collection risk ourselves.
Volume discounts
We offer tiered pricing and volume adjustments to ensure the partnership is profitable for your firm.
Process automation
Our system streamlines document collection and deadline tracking, eliminating manual errors and administrative overhead.
Scalable quality
Thanks to end-to-end process tracking within our system, we maintain the highest quality standards even during peak tax season, ensuring no deadline is ever missed.
Cantonal optimisation and validation
Built-in validation rules tailored to Geneva and Vaud cantonal requirements ensure that every return is optimised before submission.
Let’s discuss how this works for your company
