Working together

Referrals, without a programme around them

No tiers, no minimum volume, no training to complete. If you have someone who needs a Swiss return prepared properly, write and we will agree terms for that case.

  • No tiers
  • No minimum volume
  • Terms per case

Who sends work here

Where referrals actually come from

Four kinds of introduction, all of which happen without any scheme existing.

Relocation and HR teams

The year an arrival package ends is the year your people start paying for tax preparation themselves. That is the moment they ask you who to use.

Advisors with a Swiss gap

Wealth managers, mortgage brokers and lawyers whose clients need a Swiss return prepared, without wanting to hand the whole relationship to a large firm.

Accountants outside Switzerland

Where a client has moved here and their existing accountant needs someone who files locally and speaks to the canton.

Clients themselves

Most of the firm’s work arrives this way. There is no reward scheme attached to it and nothing to sign up for.

What we can and cannot offer

We can agree a commission per referral, in writing, before anything happens — and tell your client the same thing we would tell anyone: a fixed price, agreed before work starts, and an honest answer if tax software would serve them better than we would.

We cannot offer a partner portal, co-branded marketing material, a partnership manager or a training programme. Two people prepare returns here; none of that exists, and printing it would be the sort of claim this site has spent a year removing.

Word photograph: Häderlisbrücke Schöllenenbahn Kanton Uri by Wolfgang Moroder, CC BY-SA 4.0, via Wikimedia Commons.

Questions? Message us on WhatsApp — free initial consultation!