Private Clients

Your annual tax return must be filed on time, whether at your primary or secondary residence. We relieve you completely: from deadline extensions and professional preparation to reviewing all assessments and tax decisions. You can focus on the essentials while we ensure correct and optimal processing.

As an expat in Switzerland, you face specific tax challenges. Which income is taxable where? How do you avoid double taxation? We know the complex international tax rules and guide you safely through the Swiss tax system.

Our service includes analyzing your individual situation, optimizing cross-border matters, and fully handling all tax formalities. With over four decades of experience, we ensure you utilize all benefits and avoid any pitfalls.

If you pay withholding tax, you often have the right to a refund. Through a retrospective ordinary assessment, you can reclaim overpaid taxes—especially for child deductions, high professional expenses, or other deductions not included in the withholding tax rate.

We review your situation and show you the refund potential. If the effort is worthwhile, we handle the entire process. Our experience shows that in many cases, we can achieve an attractive refund.

How can you save even more on taxes? This question concerns many of our clients. Whether dealing with a potential change of residence, strategic purchases into the pension fund, or optimal use of the new Pillar 3a flexibility – we thoroughly analyze your individual situation and quantify your concrete optimization potential.

Our tax planning goes beyond the annual tax return. We develop long-term strategies that fit your living circumstances and financial goals. You not only save taxes today, but also create the foundation for a permanently optimized tax burden that pays off year after year.

When selling real estate, capital gains tax is due – often a substantial amount. We calculate this tax precisely and check all reduction options, such as inflation, value-enhancing investments, or the deduction of property transfer tax.

Our service includes complete settlement, communication with tax authorities, and optimizing your tax burden. This way, you know what to expect before selling and can plan accordingly.

An inheritance often brings complex tax questions. We support you with proper processing and ensure you can claim all legitimate entitlements.

From the correct valuation of the estate to registration with the tax authorities and planning follow-up measures—we guide you through the entire process. We carefully examine all available options, such as deferrals, instalment payments, or structural adjustments.