Taxes and numbers
For individuals and companies in Switzerland, including those who have just arrived. Tax returns, correspondence with the tax authorities and the figures behind your decisions.
Who this is for
- Individuals with a Swiss tax return
- Newcomers in their year of arrival, including people taxed at source
- Self-employed people and SMEs with bookkeeping in place
- Owners deciding on salary, dividend or pension buy-ins
In short
- Tax returns and tax representation
- Tax at source and subsequent ordinary assessment (NOV)
- Assessments, tax invoices and objections
- Tax planning: pension, salary or dividend
- Business analysis ahead of year-end
Tax returns are prepared for all cantons and offered at a fixed price that you know before work starts.
International structures and restructuring cases run with specialists.
What is included
Tax return
From the documents to the filing
- The documents are requested with a checklist and reviewed
- The tax return is prepared, including income and assets abroad where they affect the tax rate
- Every tax return is reviewed under the four-eyes principle before it is filed
- Extensions of the filing deadline are requested where needed
- The expected tax is calculated, so you know whether to expect an additional payment or a refund
- The tax return is filed electronically after your written approval
Year of arrival
Tax at source and the first tax return
- Subsequent ordinary assessment (NOV) for people taxed at source, whether it is mandatory or made on request
- A permanent tax file with the documents that do not change from year to year
- Property, investments and pension schemes abroad are recorded and valued for the first time
- Income of the year of the move is allocated between the countries under the double taxation treaty
Representation
Correspondence with the tax authorities
- With a power of attorney, the letters from the tax office are delivered here
- Provisional invoices, assessments and final invoices are checked for plausibility: tax period, deadline, amount and consistency with the tax return as filed
- You receive each document with the deadline and any discrepancy noted
- On request, provisional invoices are adjusted to the expected tax
Paying the taxes remains with you.
Review
Assessments and objections
- Detailed review on request: recalculation, analysis of discrepancies and the prospects of an objection
- If an objection is advisable, it is drafted and filed for you
Advice
Decisions that change the tax bill
- Pillar 3a contributions and pension fund buy-ins
- Salary or dividend from your own company
- Planned transactions, with calculations comparing the options
- Coordination with your fiduciary, your pension fund and your advisors abroad
Numbers
Business analysis
- Margin and cost analyses
- Plan calculations and scenarios based on your existing accounts
- A year-end review of depreciation, provisions and value adjustments within what the tax authorities accept
- A plausibility check of the annual accounts before they go to the tax office
- A plausibility check of your VAT returns before they are filed
- A tax estimate during the year, so that provisions and advance payments match the expected tax bill
The bookkeeping itself stays with your fiduciary or runs through a partner.
How risks are navigated
Deadlines
A missed objection period
Objection periods are short and start on delivery, which is why each letter is checked for its deadline on arrival.
First assessment
An unexpected tax bill
After tax at source the first ordinary assessment can bring an additional payment, which is why the expected tax is calculated before the bill arrives.
Assets abroad
Undeclared assets abroad
Property abroad is mostly not taxed in Switzerland but counts for the tax rate, which is why income and assets abroad are declared correctly from the first tax return.
Year-end
A missed year-end
A pension fund buy-in or a pillar 3a payment only counts for the year in which it is paid, which is why decisions are calculated before the year ends.
You receive every letter with its deadline and a short note on what it means.
Example of a forwarded letter
Provisional tax invoice, canton and commune
Checked: taxpayer, tax period and amount are consistent with the tax return as filed.
Deadline: payable by 30 September.
Note: the amount is based on the income of the previous year. An adjustment can be requested.
Clear scope before work starts
What is included is agreed in writing before any work starts. Anything beyond that is confirmed by you first. Nothing is added later without your agreement.
The first conversation is free
Describe your situation and what is coming up. You receive a response within one working day.
Describe your caseor book a free callOr write directly to 