Tax Advisory & Optimisation

Don't miss out on any tax optimisation opportunity.

Problem & Challenge

The Swiss tax system is complex and constantly changing. Most people use only a fraction of the possible deductions and give away thousands of francs every year. We get the maximum out for you.

Complexity

Deductions

Time

Planning

Our services in detail

Tax analysis & optimisation

Comprehensive analysis of your current tax situation, identifying all unused deduction and optimisation potential across multiple tax years.

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Tax return filing

Fast and simple: hand over your documents and our experts complete your tax return – including tips on potential savings.

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Multi-year tax planning

Strategic planning over several years to minimise your total tax burden through optimal timing of contributions, buy-ins, and withdrawals.

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Pillar 3a & pension fund buy-in optimisation

Optimal use of Pillar 3a contributions and pension fund buy-ins for maximum tax savings while building your wealth at the same time.

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Real estate & tax optimisation

Specialised advice on tax optimisation for homeowners: amortisation strategies, imputed rental value, maintenance costs, and WEF early withdrawal.

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Ongoing support & updates

Continuous tax support with annual reviews, proactive advice on optimisations, and adjustments for changes in legislation.

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How we optimise your taxes

Our proven 4-step process for maximum tax savings

Tax analysis & current state

We analyse your current tax situation, review past tax returns, and identify unused deduction and optimisation potential.

Developing an optimisation strategy

Based on the analysis, we develop a multi-year tax strategy with concrete measures: Pillar 3a, pension fund buy-ins, deductions, timing, and structuring.

Implementation & tax return

We implement the strategy, optimise your tax return, and coordinate retirement contributions and pension fund buy-ins for maximum tax savings.

Ongoing tax planning

Annual review and adjustment of the strategy, proactive advice on optimisations, and support through life changes (marriage, buying a home, changing jobs).