Ongoing Support & Updates
A tax expert at your side – all year round
Ongoing support: optimisation isn't a one-off event
Tax optimisation doesn't end with a single consultation. Laws change, your life situation evolves, and every year brings new optimisation opportunities.
With our ongoing support, you have a personal tax expert who proactively flags opportunities and is available for all your questions.
Why ongoing tax support pays off
Personal point of contact
An expert who knows your situation and is reachable
Annual review
Systematic review and adjustment of your strategy
Proactive guidance
Timely information on optimisation opportunities and deadlines
Keeping an eye on legal changes
Notification when changes affect your strategy
Fast response
Immediate recommendations when your life circumstances change
Time savings
You don't need to keep track of tax updates yourself
In-depth knowledge
The annual tax review
Once a year, we carry out a structured review: analysis of your income development, review of your pension strategy, and an update of your multi-year plan.
You'll receive a short report with the key findings and to-dos.
Proactive communication
Swiss tax law is constantly evolving. When relevant changes occur, we proactively inform you with an explanation and recommendations for action.
You don't have to follow tax legislation yourself – we take care of that.
Support during life changes
Marriage, children, buying a home, changing jobs, inheritance, retirement – all of these have tax implications.
With every change, you discuss the situation with your dedicated contact person.
Deadline management
Important deadlines: tax return filing date, pillar 3a payments and pension fund buy-ins by 31 December, and objection deadlines.
You'll receive timely reminders about important deadlines and any action needed.
Avoid common mistakes
These are the mistakes we see most often in practice
One-off optimisation without follow-up
Recommendations aren't consistently implemented.
Missing deadlines
Missed payment deadlines or objection periods.
Ignoring legal changes
New optimisation opportunities are missed.
Not communicating life changes
Important optimisation opportunities are lost.
Frequently asked questions about Ongoing Support & Updates
Answers to the most important questions
Personal consultation
We're here for you
Your tax expert all year round
Proactive guidance, deadline management and personal support – whenever you need it.
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