Our Expert Services for Expats in Switzerland
Navigating Swiss and international tax regulations can be complex. We provide precise, trustworthy guidance to ensure you optimize your tax situation and remain fully compliant.
Swiss Income Tax Return Filing
Ensure accurate and optimized tax declarations with our comprehensive filing service:
- ✓ Comprehensive review of your financial situation to ensure accuracy and compliance.
- ✓ Identification and application of all possible deductions specifically for expats (e.g., professional expenses, further education costs, Pillar 3a/2 contributions).
- ✓ Efficient handling of tax filing for all individual Swiss cantons, understanding cantonal variations.
- ✓ Professional assistance with communication and correspondence with the cantonal tax authorities on your behalf.
Cross-Border Tax & Wealth Advisory
Expert advice for your international financial landscape:
- ✓ In-depth analysis of Double Taxation Treaties (DTTs) to prevent overpayment of taxes across jurisdictions.
- ✓ Essential guidance for US citizens on FATCA (Foreign Account Tax Compliance Act) and FBAR (Report of Foreign Bank and Financial Accounts) compliance.
- ✓ Advisory on correctly declaring foreign assets, properties, and investments within your Swiss tax return.
- ✓ Strategic advice on structuring your wealth for maximum tax efficiency, considering both Swiss and international tax implications.
Pension & Social Security Reporting
Understand and correctly report your pension and social security entitlements:
Detailed clarification on how to professionally report your Swiss pension fund assets (Pillar 1, 2, and 3) in your home country's tax declaration, ensuring full compliance and avoiding pitfalls.
Expert guidance on the complex tax implications of pension withdrawals or transfers, both within Switzerland and internationally, to help you make informed decisions.
Assistance with understanding and leveraging social security agreements between Switzerland and various other countries, ensuring your benefits are managed efficiently.
Ready to simplify your tax situation?
Contact us today for a personalized consultation tailored to your unique expatriate needs.
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