You Ask and We Answer

Answers to Frequently Asked Questions

“Everything you’ve always wanted to know about taxes, law, and financial planning but never dared to ask…”

Well, to be honest, “everything” is not what you will find here. What you will find, however, are answers to some basic questions that we keep hearing.

But maybe you have a totally different question? Don’t hesitate to contact us directly. Just call us or write a message using the contact form. We will get back to you without delay.

What documents are needed to prepare a tax return?
For your convenience, we have provided a comprehensive checklist under downloads. It contains an overview relating to almost any specific situation.
How much does it cost to have a tax return prepared?

We charge an average rate of CHF 180 per hour for our services, exclusive of VAT and expenses (photocopies, phone calls, postage). Depending on the complexity of your financial situation, a tax return usually costs between CHF 700 and CHF 3,000. Costs for any additional tasks, such as reviewing tax appraisals, are charged separately.

How much time do you need to prepare my tax return?

As a rule, we start working on your tax return upon receipt of the necessary documents. The entire process usually takes between three weeks and two months. We take urgent inquiries and special requests into consideration as a matter of course.

Do I need to visit you in person to hand over a mandate?

No, you don’t. That said, we very much appreciate getting to know you personally first. As a rule, we propose an initial meeting at our premises so that we can tailor our consultancy services to best fit your specific needs. If you don’t have the time, you are welcome to send us your tax documents (see checklist) directly or arrange for an initial consultation by telephone.

Do you also file US tax returns?

No, but we would be happy to assist you on the Swiss filing side, taking account of all double tax treaty issues. For specific US issues, such as US tax return filing etc., we closely cooperate with a few companies located here in Zurich. You will find their contact details under US Taxes

Can you tell me if I can afford early retirement?

We will be happy to find out for you! For example, we will create an overview of your financial situation and outlook, taking into account various scenarios (staggered payment of pillar 3a assets, pension versus lump-sum withdrawal, etc.). Feel free to contact us.

Do I have to set up a GmbH (limited liability company) if I want to start my own business?

Not necessarily. Your individual family situation, and thus the need for safety in the event of accident or illness, may influence the answer to this question. Let us discuss this personally – contact us.