Services
Private clients
Tax returns for private clients
We prepare and file your income and wealth tax return, check the assessment when it arrives and object if it is wrong.
Fee
from CHF 450 per return, fixed after the first look
Turnaround
4-6 weeks after we have all documents
Contact
01
Scope
What is included
Included
Income and wealth tax return
Property, securities and pension buy-ins
Request for deadline extension
Check of the tax assessment
Short written summary for next year
Not included
Bookkeeping for self-employed income
Tax rulings and disputes in court
Returns for prior years (quoted separately)
Legal advice on inheritance
02
Documents
What we need from you
Always
Last tax return and assessment
Salary certificate(s)
Bank and custody statements as of 31 December
Receipts for pension contributions
If it applies
Mortgage statement and maintenance costs
Childcare and education costs
Medical costs above the deductible
Donations to registered charities
03
How it runs
How the work runs
01 First look
You send last year's return and assessment, and we confirm the fixed fee in writing. Week 1.
02 Document list
You receive a checklist for your situation and upload or post what applies. Week 1-3.
03 Draft and questions
We prepare the return and go through open points with you by phone or in person. Week 4-5.
04 Filing and assessment
We file the return and check the assessment when the tax office sends it. Week 6, then on receipt.
04
Questions
Common questions
When is my return due?
Deadlines depend on your canton or country. We request an extension for every client by default, so the official date is rarely the one that matters.
Can you file returns for previous years?
Yes. We quote them separately because the documents are often harder to find.
Will you save me tax?
We claim every deduction you are entitled to and explain the ones you could use next year. We do not promise an amount.
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Other services
Next step
The first meeting is free and takes 45 minutes.
Bring last year’s documents. You leave with a scope, a fee estimate and the next deadline.