What we handle
Situations We Handle
The circumstances that bring people to us, and what each one actually involves at filing time. Find the one closest to yours.
These are illustrative situations, not client records. We do not publish client cases, outcomes, or figures — your tax affairs are confidential, and so are everyone else's. What follows describes the work itself: what each situation involves, and what is most often missed.
The employer-paid arrangement has ended
Your first Swiss return was prepared by a large firm as part of your relocation package. That cover has now ended and the fee would be yours to pay.
What the return involves
- Handover from the return already filed, so nothing is rebuilt from scratch
- Positions taken last year carried forward, with anything we would treat differently flagged to you
- Continuity of one named senior consultant from that point on
Most often overlooked
Deductions your withholding tariff cannot account for — third-pillar contributions, job-related training, commuting.
Usually handled under Premium.
RSUs or options are vesting
Part of your package is equity. Shares vest on a schedule, and you are unsure what is taxable, when, and at what value.
What the return involves
- Vesting events treated as employment income in the year they vest
- Holdings then declared as assets for wealth tax purposes
- Reconciliation against the figures your employer reports on the salary certificate
Most often overlooked
Equity held with a foreign broker, and the currency and valuation dates applied to it.
Usually handled under Premium.
Income or assets outside Switzerland
You hold accounts, investments, or income in your home country alongside your Swiss salary, and you are unsure what has to be declared here.
What the return involves
- Worldwide assets declared for Swiss wealth tax, even where no Swiss tax falls due on them
- Double taxation treaty positions applied where relevant
- Foreign tax already paid taken into account
Most often overlooked
Inherited property shares abroad, and dormant accounts still open in a previous country of residence.
Usually handled under Premium.
Two incomes and childcare costs
You and your partner both work, and one or more children are in external childcare.
What the return involves
- Joint assessment, with both incomes and both sets of deductions in one return
- Third-pillar contributions claimed for each spouse
- Childcare costs claimed within the applicable federal and cantonal limits
Most often overlooked
Childcare claimed at the cantonal limit only, when the federal allowance differs — and family allowances treated incorrectly.
Usually handled under Standard or Premium.
You own property, here or abroad
You have bought a home in Switzerland, or you still own property in your home country.
What the return involves
- Imputed rental value and the reform currently working through into cantonal practice
- Mortgage interest and maintenance treated correctly
- Foreign property declared for rate-determining purposes
Most often overlooked
The split between value-preserving maintenance, which is deductible, and value-adding improvement, which is not.
Usually handled under Premium.
You are leaving Switzerland
You are relocating mid-year and need your Swiss position closed off properly before you go.
What the return involves
- A return covering the part-year you were resident
- Pension fund treatment on departure
- Coordination with the tax position in your destination country
Most often overlooked
Leaving without settling the final assessment, and the correspondence that follows you abroad.
Usually handled under Standard.
Not sure which one is yours?
Most situations are a combination. Describe yours and a senior consultant will tell you what it involves and what it costs — before any work begins.