We are specialists in the taxation of private individuals* with tax objects in Switzerland and abroad. Our work focuses on the relevant tax treaties: Double taxation treaties, AIA and FACTAII. In this regard, we are happy to take on your mandate, whether for a single assignment or for taxes in Switzerland for a limited or unlimited period of time. We also advise and support you in related areas such as social security, inheritance law, estate planning or retirement planning.
We offer comprehensive immigration and emigration support to expats.
*For the taxes of legal entities: Contact our partner company - meili consulting gmbh.
TAX CONSULTING SWITZERLAND
- Tax optimization
- Control and discussion of the self-prepared
tax return
- Advice on income taxes in areas such as
Concubinage, real estate purchase, real estate renovations,
education, further education, concubinage
- Advice on real estate gains tax and inheritance tax
Advice on cross-border tax issues
- Automatic exchange of information and other
international agreements
TAX RETURNS ALSO INCOME AND WEALTH TAXES (ALL SWISS CANTONS)
- Income and wealth tax
- Tax returns of all cantons including
Tax segregation between countries
- Intra-year taxation in the case of move-in and death
- Supplementary taxation for taxpayers with Foreigner's
identity card B
- Recovery of foreign withholding taxes
- Without the obligation to file a tax return
(alien's identity card B):
Reclaim of a) foreign withholding taxes, b)
domestic withholding tax
- Real estate gains tax
- Tax return
- Accompanying sale
- Inheritance and gift tax
- All taxes
- Deadline extension of Swiss tax returns
- Control of all tax decisions and assessments
- Representation of taxpayers vis-à-vis the
Tax office
WITHHOLDING TAX FINAL
- Submission of tax return
- Extraordinary expenses
- International weeks residence
ASSISTANCE WITH TAX PROCEDURES
- Tax conditions (inquiries from the tax office)
- Tax objections
- Tax recourses
- Self-declarations for the disclosure of undeclared
income and assets at home and abroad
- Representation in criminal tax proceedings
SOCIAL INSURANCES
- Independent consulting (no sale of insurances)
- Advice to private persons in the fields of
social insurances (no sale of insurances)
- Self-employed persons Advice and analysis in the choice of
choice of social insurances such as pension fund and
accident insurances
- Persons with employers abroad: choice of
social insurances
- Persons who are not gainfully employed: Important
Registration with the AHV
- Application for pension
- Individual premium reduction of the health insurance
companies
PROVISION
- Pension planning for women and men over 50
- AHV
- Pension fund
- 3a savings
- Private savings with investment policy recommendations
- Budget planning for the time after retirement
HEIRRIGHT
- Calculation of the heir
- Assistance in the event of death: certificate of inheritance,
opening of wills, administrative work
- Wills
- Inheritance contracts
- Execution of wills
- Inheritance contracts
- Matrimonial property disputes
- Estate planning
- Health care proxy
- Living will
EXPAT SUPPORT
- Immigration
- Emigration and social security
- Tax matters
- Civil registration and deregistration
- Contractual matters: Employment,
apartment rental contract or contract of purchase and
sale contract of residential property
- Conclusion of property, liability and
life insurance contracts in Switzerland