Your Experts for Taxes

You want to have your tax return prepared and be sure that everything is correct, complete, and done on time? We support private individuals in Canton Zurich in having their tax returns professionally prepared – uncomplicated, efficient, and individual. Whether simple circumstances or more complex cases with properties, securities, or Pillar 3a: We know the requirements of tax authorities and get the best for you. Save time and nerves – and benefit from our experience in having taxes prepared.

You want to shape your taxes not only correctly but also optimally? As an experienced tax advisor, we support you in comprehensively analyzing and strategically improving your tax situation. Our tax consulting for private individuals is aimed at everyone who wants to make more out of their possibilities – whether in asset planning, retirement planning, or in connection with home ownership or securities.

With sound expertise and a clear view of your individual situation, we advise you comprehensively – in compliance with the law, forward-looking, and tailored to your life situation. Whether simple questions or complex cases: Our tax consulting gives you clarity, security, and often also noticeable tax savings.

You don’t want to deal with the tax office yourself or have a matter that requires sensitivity and experience? We represent you competently and reliably before the tax authorities – whether inquiries about the tax return, objections, or if you need a deadline extension for taxes.

As a trust services firm with many years of experience, we know what matters in communication with the tax office. We represent your interests objectively, in compliance with the law, and on equal footing – and noticeably relieve you in everyday life. Whether one-time or permanent: Your tax matters are in the best hands with us.

If you have invested in foreign stocks, you know the problem: Part of the dividends is directly withheld as foreign withholding tax. But many investors don’t know that they can claim this amount back in whole or in part. We support you in correctly and timely claiming back the withholding taxes.

We accompany you through the refund process and take care of all necessary forms, deadlines, and proofs. Whether from Germany, France, Italy, or the USA – we know what matters so you don’t give away your taxes. Your advantage: more net return, less effort.