Tax & Accounting

Professional support for individuals and SMEs in tax and accounting matters.

More information

Contact our expert team and receive personalized consulting in taxation and accounting.

+41 76 2670 033
+41 79 6234 943

Professional support for individuals and SMEs

Whether it is tax returns, accounting, or questions regarding withholding tax: we support you personally, reliably, and clearly. Our goal is to relieve you of administrative burdens, identify optimization opportunities, and provide a simple, clean solution from a single source.

Our services at a glance:

  • Tax returns for individuals
  • Complex tax cases billed based on effort
  • Accounting for SMEs
  • Support with withholding tax and NOV applications
  • Useful information and helpful links related to taxes

Tax return preparation

We handle your tax return professionally, efficiently, and on time.

Standard tax return

Price: CHF 160.– excl. VAT

Ideal for simple and standard tax situations, for example:

  • employment income
  • bank accounts and standard deductions
  • medical expenses, insurance, and professional costs
  • simple asset structure

More complex tax return

Billed based on effort

A more complex tax return may include:

  • renovations and construction work
  • larger stock portfolios
  • multiple bank accounts or securities
  • real estate
  • foreign income or assets
  • self-employment
  • special tax-related issues

We are happy to review your individual situation and provide transparent information about the expected workload and costs.

Accounting for SMEs

We support small and medium-sized enterprises in all important areas of accounting and taxation.

Our services for SMEs
  • ongoing financial accounting
  • preparation and support for annual financial statements
  • corporate tax returns
  • accounting and tax services from one source
  • free expense review
  • optimization suggestions to improve your cost structure

We help you maintain an overview, simplify administrative processes, and identify unnecessary expenses.

Withholding tax

Are you subject to withholding tax and want to know whether an application is worthwhile or what options you have? We help assess your situation and guide you on what to consider.

Support in the following areas
  • general questions about withholding tax
  • review of deductions and optimization opportunities
  • assessment of when a NOV application may be beneficial
  • support in completing and submitting documents

A detailed review can be particularly beneficial in cases of higher professional expenses, further education, contributions to pillar 3a, or specific family situations.

Useful links

Here you will find helpful links related to taxes:

  • Funds, stocks, and tax values
  • Search for tax values of funds, stocks, and other securities
  • Guidelines and forms
  • Guidelines, forms, and general information about tax returns
  • Withholding tax and NOV
  • Important information about withholding tax and subsequent ordinary assessment
  • Further tax information
  • Useful tools and information about deductions, deadlines, and tax basics

Personal and clear consultation

Tax and accounting do not have to be complicated. We support you professionally, personally, and with a focus on what truly matters.

Do you have questions or would you like to outsource your tax return or accounting to us? Get in touch with us – we will be happy to assist you.

You ask, we answer

Why should you choose us?

Insurance tailored to you

Personalized protection for every life situation.

Every client comes to us with different needs. That is why we adapt our solutions to your life situation, plans, and possibilities – so that security truly becomes personal.

We are there when you need us

Swiss expertise with a human approach.

With decades of experience and a reliable Swiss background, we stand by our clients. Whether it is a claim, a new contract, or a question – we always respond quickly and clearly.

We protect your values

Protecting what matters to you.

Home, family, health, and future are all values. With our insurance solutions, we ensure that they are always protected – no matter what life situation arises.

Honesty and transparency

No fine print with us.

We believe that trust is built on clear communication. That is why there are no hidden conditions or complicated explanations – all our insurance offers are clear and straightforward.