LedgerPeek

Swiss tax services for
US, UK & French expats

  • Fluent in English & French
  • The fastest tax service in Switzerland
  • Transparent pricing
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Full-service Swiss tax expertise – with your home country's specifics covered

What we handle for you:

Application of the US-Swiss tax treaty to reduce your total tax burden
Correct declaration of 401k, IRA, and other US retirement accounts in Switzerland
Alignment of capital gains reporting — the US and Switzerland use different timing and rules
Consideration of FATCA and FBAR requirements when preparing your Swiss return
Identification of deductions available to US expats in Switzerland
Coordination with your US accountant so both filings are consistent

What we handle for you:

Clarification of your tax residency status under post-Brexit rules
Correct treatment of UK pensions in your Swiss tax return
Application of the UK-Swiss tax treaty to avoid double taxation
Declaration of UK property, investments, and income in Switzerland
Consideration of Deemed Domicile rules and their impact on long-term expats
Coordination of UK-Swiss inheritance tax exposure
Alignment with your UK accountant so both filings are consistent

What we handle for you:

Application of frontalier rules specific to your Swiss canton
Correct tax allocation for home office days between France and Switzerland
Declaration and treatment of French property and SCI holdings in your Swiss return
Coordination of French-Swiss social security obligations
Consideration of inheritance tax exposure
Application of the French-Swiss tax treaty to avoid double taxation
Alignment with your French accountant so both filings are consistent

Complete expat tax return handling

First tax return preparation

  • Explanation of Swiss tax system and how it applies to your situation
  • Personal tax return preparation with cross-border considerations
  • Identification of expat-specific deductions most newcomers miss
  • Submission to your cantonal tax authority with automatic deadline extension and communication with tax authorities when needed

Transition from source tax to ordinary taxation

  • Assessment of whether transition benefits your specific situation
  • Calculation of financial impact and optimal transition timing
  • Complete handling of the transition process with tax authorities

Complex compensation management

  • Treatment of stock options, RSUs, and ESPP with correct vesting rules
  • Reporting of sign-on bonuses, golden parachutes, and relocation packages
  • Handling of expat allowances and company benefits

Cross-border coordination

  • Declaration of foreign income and wealth in Switzerland
  • Application of tax treaties to avoid double taxation
  • Coordination with home-country tax specialists for aligned filings across jurisdictions
  • Identification of gaps or conflicts between jurisdictions before submission

Only planning your move to Switzerland?

Get the big decisions right before they become permanent.

Tax simulation
  • Side-by-side comparison: what you’d pay in Switzerland vs. your current country
  • Canton-by-canton analysis to identify optimal locations
Relocation planning
  • Strategic timing recommendations for tax-efficient moves
  • Canton selection guidance based on your priorities and tax profile
  • Permit type implications on your tax obligations
Practical guidance
  • Connections to trusted immigration lawyers, real estate advisors, and business setup specialists to help you settle smoothly
  • Overview of Swiss banking, insurance, and administrative requirements
Pre-arrival planning session
  • Consultation with a senior tax advisor who will outline what to expect and provide actionable recommendations for you to smoothly plan the transition.

Simplifying your experience with Swiss taxes every step of the way

Country-specific expertise

Our specialists hold deep expertise in taxes for US, UK, and French expats. We understand how your home country’s obligations interact with Swiss law – and apply this knowledge to every return and recommendation.

Fastest tax service in Switzerland

We respond to emails the same business day and connect you directly with specialists – no assistants, no delays. When you have questions or deadlines, you get answers quickly from your tax expert.

Transparent pricing

Before any commitment to the service, you see clearly how much you will pay – so you can make an informed decision from the start.

Assistance in your language

We communicate in fluent English and French, explaining Swiss tax matters in terms you can actually follow.

Coverage across all cantons

All 26 cantons. One expert team. No matter which canton you live in or plan to move to – we bring the right expertise to your situation.

Andriy Chubatyuk

Tax partner

Tax partner

Expert oversight by our tax partner

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

Have questions regarding your taxes as an expat?

Our experts will provide clear answers and guidance for you.

Complete tax support in one place

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.

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Tax planning & advice

Make significant decisions with full tax clarity – know every implication in advance and secure applicable saving opportunities before they expire.

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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.

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Frequently asked questions

For expats from which countries do you provide tax services?

Our experts have deep expertise in taxes for US, UK, and French expats living in Switzerland. We understand how your home country’s obligations interact with Swiss tax law – including double taxation agreements, foreign account reporting requirements, and cross-border deduction rules – and provide services with both your country’s specifics and Swiss tax treatment for foreign residents in mind.

Do you provide tax services for expats in all Swiss cantons?

Yes, our tax services for expats are available across all 26 Swiss cantons, including:

  • Aargau
  • Appenzell Ausserrhoden
  • Appenzell Innerrhoden
  • Basel-Landschaft
  • Basel-Stadt
  • Bern
  • Fribourg
  • Geneva
  • Glarus
  • Graubünden
  • Jura
  • Lucerne
  • Neuchâtel
  • Nidwalden
  • Obwalden
  • Schaffhausen
  • Schwyz
  • Solothurn
  • Gallen
  • Thurgau
  • Ticino
  • Uri
  • Vaud
  • Valais
  • Zug
  • Zürich

Each canton has its own tax rates, deduction rules, and filing procedures. Our specialists are well-versed in these local requirements and apply them accurately to your specific situation.

What is included in LedgerPeek's expat tax services?

We provide a tailored range of expat tax services depending on your current situation.

If you’ve already moved to Switzerland, we help you with:

  • Explanation of the Swiss tax system and how it applies to your situation
  • Transition from source tax to ordinary taxation
  • Application of the relevant double taxation treaty (US–Swiss, UK–Swiss, or France–Swiss)
  • Identification of all eligible deductions available to expats in Switzerland
  • Complex compensation handling – including stock options, RSUs, and expat packages
  • Foreign account and asset reporting guidance
  • Personal tax return preparation with cross-border considerations
  • Automatic deadline extension when needed
  • Communication with cantonal tax authorities on your behalf
  • Coordination with your home-country tax specialist to ensure both filings are consistent

If you’re only planning to move to Switzerland, we assist you with:

  • Tax comparison between your home country and Switzerland
  • Canton selection guidance based on your priorities and tax profile
  • Strategic timing recommendations for your relocation
  • Overview of Swiss tax, insurance, and administrative requirements before arrival

Connections to trusted immigration lawyers, real estate advisors, and business setup specialists to help you settle smoothly

If I, as an expat, face a specific tax challenge and need a service that isn't listed here, can you help me with it?

Yes, we regularly help expats with situations that go beyond standard tax return preparation. Every case is different, and our specialists have the experience to handle the complex tax situations that you, as a US, UK, or French expat, may encounter.

If you have come across a specific challenge, have questions about your expat tax return filing, or need any other help – book a consultation or send us your enquiry so that we can understand your needs and recommend the best next step.

Do you help with personal tax returns for expats?

Yes. We handle every step of your expat tax return – from preparation and submission to deadline extensions, communication with the tax authorities, and verification of the final tax decision.

Our specialists make sure that all cross-border considerations, applicable deductions, and treaty benefits are properly accounted for, so you don’t pay more than you need to.

When is the Swiss tax return deadline, and can it be extended?

The tax return deadlines vary depending on the canton. In most cantons, the standard deadline falls on 31 March of the following tax year, though some cantons set different dates.

The deadlines can be extended – in some cases by several months. Our specialists handle the extension request on your behalf automatically when needed, so you have enough time to gather your documents without the pressure of a tight deadline.

What happens if I file my income tax return late in Switzerland?

If you miss the filing deadline, the tax authorities will send you a reminder, and a reminder fee may be charged along with your final tax statement.

If you still don’t file, the authorities may impose fines or issue an assessment by default –meaning they estimate your income and assets themselves, which is usually less favourable than filing your own income tax return.

Our specialists handle deadline extensions proactively, so you never end up in this situation. If your deadline is approaching and you haven’t started yet, we offer an urgent income tax return service – book a consultation or send us your enquiry and we’ll make sure your return is filed on time.

What documents do I need for my Swiss income tax return?

The exact documents you need for your Swiss income tax return may differ depending on your situation – including the type of income you receive, whether you hold foreign assets, and how your compensation is structured.

Please book a consultation with our expat tax specialist or send us an enquiry with more details about your specific situation. We’ll evaluate your circumstances in detail and inform you of everything you need to gather so that your income tax return is filed accurately and on time.

Will I be taxed twice on the same income in Switzerland and my home country?

Not if it’s handled correctly. Switzerland has double taxation agreements (DTAs) with the US, UK, and France. These treaties define which country has the right to tax specific types of income and provide mechanisms – such as tax credits or exemptions – to prevent double taxation. However, the treaties don’t work automatically; the correct provisions need to be claimed on your returns in both countries.

We ensure the treaty is applied correctly on the Swiss side and coordinate with your home-country tax specialist so both filings are consistent.

Do I need to declare my foreign bank accounts and assets on my Swiss tax return?

Yes. Switzerland applies worldwide taxation for tax residents. This means all income and assets – including foreign bank accounts, investments, real estate, and pensions – must be declared on your Swiss tax return. Failure to report can lead to penalties and back-assessments. We guide you through exactly what needs to be reported and ensure full compliance.

Can you help me with my home-country tax obligations?

Yes, our experts coordinate with your tax specialist in the US, UK, or France to ensure that your Swiss tax return accurately reflects your home-country obligations – and vice versa.

How much do your expat tax services cost?

The price is calculated for each person individually depending on the complexity of your situation – including the type of income, assets, and cross-border considerations involved.

If you want us to prepare your expat tax return and have a straightforward situation, you can calculate the estimated cost by visiting our pricing page and using the service configurator.

At the same time, if you aren’t sure of which services you need, are dealing with a more complex case, have questions, or would simply prefer expert guidance from the start – we encourage you to book a consultation with a tax expert or send us your enquiry.

How quickly can I get help with my expat taxes?

We respond to emails on the same business day and guarantee a fast and reliable turnaround when handling your tax matters – you communicate directly with your specialist and always know where things stand.

What languages do you provide your tax services for expats in?

We provide our expat tax services in English and French. Our specialists communicate fluently in both languages and explain Swiss tax matters in clear, easy-to-follow terms.

How do you ensure the security and confidentiality of my tax information?

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 calculations and storage, and protected communication channels with access restricted based on each team member’s role.

No information is ever shared with the tax authorities or any third party without your express approval.