Individual tax advice and planning

Do you have questions about your taxes? We advise you on your tax questions and provide individual tax planning for you. Our services depend on where you are domiciled.

For our clients in Switzerland we offer the following services:

  • Analysis of your tax situation with optimization proposals
  • Identification of possible tax savings by means of pension planning
  • Tax optimization for real estate transactions
  • Identification of tax aspects of succession planning
  • Preparation of Swiss tax declarations
  • Preparation of tax statements
  • Preparation of requests for refund of Swiss or foreign withholding taxes


For our clients not domiciled in Switzerland we offer the following services:

  • Production of annual statements of investment income and realized capital gains for your tax declaration. This includes an annual income statement containing tax-relevant information.
  • Upon request, preparation of the application for the refund of foreign withholding taxes, and collaboration with external specialists as well as coordinating their activities.


Further information

Do you have any questions about our advisory service? We will be happy to provide you with more detailed information and advice.

Contact us