Through our tax planning service, we will provide you with personalized solutions to help you optimize your tax situation.

This service is intended for individuals who are domiciled in Switzerland and who are therefore subject to Swiss income and wealth tax.

At certain key stages in life – such as when you’re setting up a company, buying or selling property or retiring – you have to consider the impact your decisions will have on your tax situation. It is also important to determine how you can optimize your tax position as a result.

Tax advice

We provide the following services, in accordance with Swiss law:

• personalized solutions to optimize your overall tax situation
• advice regarding any specific event or decision you are faced with
• preparation of your tax return on real-estate income
• becoming domiciled in Switzerland
• cost projection (including unpaid taxes and fines) when resolving back taxes
• negotiations with the tax authorities
• appeals against tax authority rulings

Administrative procedures

We can also help you with the following tax-related procedures:

• Year-end tax statement, or interim tax statements for securities accounts
• Recovering the 35% Swiss withholding tax
  - Securities portfolio statement for individuals
  - Form R-25 for legal entities
• Recovering withholding tax paid on non-Swiss securities
  - For individuals: Form DA-1, R-US for US securities, and other country-specific forms
  - For legal entities: form DA-2, 826 for US securities, and other country-specific forms