Tax Analysis & Optimisation
Uncovering unused potential – systematically lowering your tax burden
Tax analysis & optimisation: creating transparency, unlocking potential
Many Swiss taxpayers only use part of the possible deductions and thereby give up money every year. A professional tax analysis systematically uncovers all unused optimisation potential – and we implement it directly for you.
We don't just show you where you can save on taxes right now, we also develop a long-term strategy together with you. The result: clarity about your options and a concrete plan for sustainably lower taxes.
Your benefits at a glance
Complete transparency
A clear overview of your current tax burden and all optimisation options
Identifying potential
Systematic identification of all deduction opportunities and optimisation levers
Direct implementation
We implement the identified measures directly for you
Concrete recommendations for action
A prioritised list of immediately actionable optimisation measures
Cantonal specifics
Taking all canton-specific deductions and regulations into account
Multi-year strategy
A solid basis for your long-term tax optimisation
In-depth knowledge
Analysis of your current tax situation
The first step is a detailed review of your current and past tax returns. We systematically check every area for completeness and optimisation potential.
Typical findings: forgotten work-related expenses such as further education costs, commuting or meal costs; unclaimed health costs; missing deductions for insurance premiums; suboptimal property deductions for homeowners.
Pension optimisation (pillar 3a and pension fund)
Tax optimisation through pension provision is one of the most powerful levers in the Swiss tax system. We check whether you're making full use of pillar 3a (2026: CHF 7'258 for employees with a pension fund) and analyse your pension fund buy-in potential.
Coordinating pillar 3a payments and pension fund buy-ins is crucial for an optimal multi-year strategy.
Wealth and income structure
In addition to income, we also analyse the structure of your assets and their tax implications. Wealth tax can be significant depending on the canton.
We review the tax efficiency of your investments, the valuation of properties and the structure of your debts.
Implementation and next steps
After the analysis, you receive a clear action plan with prioritised recommendations. We show you which optimisations can be implemented immediately and which require longer-term planning.
On request, we support you with implementation – from your tax return to the ongoing optimisation of your financial situation.
Avoid common mistakes
These are the mistakes we see most often in practice
Only looking at the current year
Missed deductions from previous years mean real money that can still be recovered.
Automatically choosing flat-rate deductions
For work expenses or property maintenance, actual costs are often more advantageous.
Ignoring cantonal specifics
Every canton has its own deduction options and allowances.
Neglecting pension optimisation
Pillar 3a and pension fund buy-ins offer the highest tax deductions.
Frequently asked questions about Tax Analysis & Optimisation
Answers to the most important questions
Personal consultation
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