Swiss tax questions

Have a question? Here is a concise summary of the essentials.

Note: information is general and may vary by canton or personal situation.
When does it make sense to review my tax situation?

It makes sense when you are not sure what you need to declare, which documents you need or whether your situation is being handled correctly. Conditions may vary depending on your canton, permit, income and personal circumstances. That is why it is worth reviewing the case before filing or correcting a return.

Is the service online only?

You can receive support online or arrange an in-person meeting, depending on availability. We can also work with digital documents to make the process easier. If you are unsure which format suits you best, we can guide you based on your case.

Which documents are usually needed to get started?

It depends on the case, but income records, statements, deductible expenses, insurance documents and any papers related to your residence or activity are often reviewed. If you have foreign income, property outside Switzerland or self-employment, additional documents may be needed. The best approach is to review your situation first so that only the necessary documents are requested.

Why choose us?

Because we analyse your situation personally, explain tax matters without unnecessary jargon and make the scope of the service and fees clear before we begin. You can also receive guidance in a language you can understand with confidence.

Which deductions can I claim?

It depends on your situation and canton, but commonly considered are:

  • Child or spousal maintenance.
  • Care or assistance expenses.
  • Commute to work.
  • Dental and medical expenses.
  • Pension contributions and pillar 3a/3b.
  • Other documented personal plans.

Deductions may vary depending on your canton, permit, income and personal circumstances. That is why it is advisable to review the case before filing and to keep the relevant supporting documents.

What changes if I have a B or C permit?

Your obligations may change depending on the type of permit, the canton, your income level and other personal circumstances. In many cases, B permit holders are taxed at source, while C permit holders usually file an ordinary return. Even so, each case should be reviewed before assuming that nothing needs to be filed.

What if I have income or property outside Switzerland?

If you have income, bank accounts, investments or property abroad, those elements may need to be reviewed together with your Swiss situation. Conditions may vary depending on the canton, the country involved and your tax residence. That is why it is advisable to review the case before filing or leaving something out by mistake.

Can withholding tax be reviewed?

In some cases it may be possible to review whether a correction applies or whether an ordinary assessment should be considered. Conditions may vary depending on your canton, permit, income and personal circumstances. That is why it is worth reviewing the case before submitting any request.

How does the initial consultation work?

In the initial consultation, you briefly explain your situation and your questions. From there, we review what information is needed, what type of help may be appropriate and what the likely next step is. If your case requires further work, the scope will be explained before anything begins.

When are fees and next steps explained?

Before any work begins, the scope of the service and the corresponding cost are explained. If your case depends on additional documents, cantonal rules or a specific filing, we also explain what comes next and what should be prepared. The best approach is to review the situation first so this can be defined more precisely.

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