Real estate
Investment
Business restructuring
Compensation negotiation
Relocation
Retirement
Succession & heritage
Prior to committing to any major financial decision, it’s essential to see clearly the risks that could cost you later. Our experts provide early analysis to assess your full tax situation, identify risks before they become costly, and provide you with actionable recommendations to adjust your plan and eliminate the risk.
Many tax opportunities are time-sensitive. A deduction missed, a structure not established, a ruling not requested – once the window closes, it’s gone. We make sure every available saving for your situation is identified and applied before the deadline passes.
Know exactly how the tax authorities will treat your situation – before you commit. We prepare and file preliminary rulings with the cantonal or federal authorities so every decision is backed by binding written confirmation.
Your real estate decision affects your inheritance plan. Your business structure affects your retirement. Instead of coordinating between multiple specialists, you work with one tax advisor who understands your complete financial situation – and delivers proactive solutions that account for every dimension of Swiss tax.
Andriy oversees our tax department, ensuring that every return is prepared with the highest level of professional care and technical accuracy. Our commitment is to provide reliable results and full compliance, giving you total peace of mind throughout the entire process
Schedule a call with the tax expert and get proactive analysis tailored to your situation
Personal tax return
Have your personal tax return handled end-to-end – preparation, filing, assessment review, and optimisation advice – all tailored to your individual tax profile.
Tax for expats
Get full-service expert help with your taxes as an expat – whether you’re only planning to move to Switzerland or have already relocated and need your cross-border obligations sorted.
Urgent tax problems
Receive actionable expert help with your time-sensitive tax matters of any complexity – 48-hour consultation booking and a guaranteed clear path forward.
Frequently asked questions
We provide tax planning services for individuals and businesses in Switzerland who are about to make significant financial, personal, or structural decisions that will impact their tax situation. This includes real estate purchases or sales, investments, business restructurings, relocations, changes in compensation, retirement, succession or heritage transfers, and other situations where the tax outcome depends on how and when you act.
Our Swiss tax advisor assesses the tax implications of your plans before you commit – so you move forward with full clarity, no hidden risks, and maximised savings.
The best time to engage a tax advisor is before making any significant financial or life decision. Tax consulting services are especially valuable when you are:
In each of these situations, early tax advisory services can prevent costly surprises and unlock savings that are no longer available once the transaction is completed.
Our tax planning services are available across all 26 Swiss cantons, including:
We connect you with a Swiss tax advisor who has deep expertise and hands-on experience with your canton’s specific tax rules and authority practices. They will assess how your canton’s regulations apply to your particular situation, identify every available deduction and optimisation, and give you a clear picture of the tax implications that you’ll have after the change takes effect.
We provide comprehensive tax planning services, including:
Yes. Every case is different, and our tax advisors regularly handle situations that go beyond the standard categories. If you’re planning a decision that isn’t covered above, our tax advisors can still assist you with it.
Book an initial consultation so we can review your situation and recommend the best way forward.
Yes. Our tax advisors prepare and submit the ruling request to the relevant cantonal or federal tax authority on your behalf and handle all follow-up correspondence until the ruling is confirmed.
You can schedule the initial consultation and meet with your tax advisor typically within a few days to one week.
We provide our tax planning advice in all local languages used in Switzerland, plus English.
Before the consultation, our Swiss tax advisor reviews the details of your situation and the decision you’re planning – whether it involves real estate, an investment, a relocation, a restructuring, or another significant change.
During the consultation itself, they walk you through their analysis, explain the key tax implications, and give you a clear recommendation on the steps needed to optimise the outcome and avoid unnecessary risks.
If needed, our tax expert will also provide you with an opinion or analysis in writing.
There is no fixed list – it depends on the type of decision you’re planning. In general, it helps to have a clear idea of what you’re considering and any relevant financial details you already have available. Your tax advisor will let you know during or after the initial consultation exactly what is needed to move forward.
The price for our tax planning services depends on your specific case – including the type of decision you’re planning, as well as the number of cantons or jurisdictions involved. Book a consultation with your tax advisor, and after reviewing your situation, we’ll provide a clear scope and fee estimate.
All your data is stored exclusively in Switzerland and managed in strict compliance with the Swiss Federal Act on Data Protection (FADP). We apply the highest standards of data security, including two-factor authentication, regular encrypted backups, secure closed-environment systems for data storage, and protected communication channels with restricted access based on each team member’s role. No information is ever shared with the tax authorities or any third party without your express approval.
