Tax Advisor | Tax Consultant zuerich

Need help filling out your income tax return? Have your tax return completed and save some tax.  You can send us the documents by post or bring them to our office. Our tax experts charge by the hour. The tax consultants' costs per hour are lower for simple tax advice and range from CHF 100 to CHF 150, while a higher hourly rate of CHF 160 to CHF 300 is set for more complex tax advice.

 

Prices and costs for the tax return can be filled out by Zuerich:

 

Simple tax return to be made by private individuals or married couples: CHF 50 to CHF 300

 

Have more complex tax returns completed (securities, mortgages, real estate, etc.)

from a private individual or married couple: CHF 300 to CHF 1,000

 

Have your tax return completed for a GmbH or AG: from CHF 800.

 

Have your tax return completed for a self-employed acquirer with

already one annual financial statement: CHF 500 to CHF 800.

 

Tax advice for tax optimisation: from CHF 150 to CHF 300 per hour

Our clients include private individuals as well as companies that we advise in German, English, French and Italian. We have compiled a list of tax cases in which we can help.

 

Private individuals:

 

Have tax assessments and taxes filled out for you

tax optimisation

Non-punishable voluntary reporting to the tax authorities

Income and wealth tax

inheritance tax 

gift tax

property gains tax

property transfer tax

 

Companies:

 

Intercantonal tax issues

tax plans

tax optimizations

Planning for holding structures

tax excretions

dividend statements

tax assessments

tax invoices

Savings and tax recoveries

Income and capital tax for companies

stamp duty

withholding tax

value added tax

Withholding tax for employees

Have the checklist for the Zuerich tax return completed:

 

Personal data:

 

Date of birth

AHV number

marital status

denomination

occupation

employer

Degree of employment in %

Self-employed Yes or No

Owner / partner of the company

Telephone number private and business

Email Address

 

Underage children or children in education:

 

surname / first name / year of birth of children

School or teaching company

End of training

Income in tax from (acquisition / scholarships / pensions)

Lives in the same household Yes or No

 

People in need of support:

 

Name / first name / year of birth

Place of residence and address

Benefit amount in tax year

Lives in the same household Yes or No

 

General:

 

Copy of last tax return

Copy of the last investment decision

Residence on 01.01. and 31.12

On marriage / separation / divorce: Date

Securities and credit balances from pre-receipt, inheritance, gift, assigned or received

 

Income at home and abroad:

 

All salary statements for main and secondary employment, attendance fees, VR fees, etc.

In the case of self-employment: Definitive annual accounts with account sheets

Certificates for AHV, IV, pension fund and other pensions

Accounting for daily benefits from accidents and illness as well as unemployment and EO compensation

Directly paid child and family allowances

Maintenance payments from divorced / separated spouses for themselves and children

capital compensation

Undistributed inheritances

Other incomes

 

Real estate:

 

Canton / municipality / street with number / parcel or STWEG no. / year of construction

New estimates received during the tax year

Net rental income per tenant

Information on residential rights and other income

Paid interest on right venter's margin

Copies of invoices for effective maintenance costs

Letting of furnished holiday apartments

 

Securities:

 

Balance as at 31.12 and gross interest for the tax year of all bank accounts (interest statements)

Newly opened accounts and balanced accounts

Equities / Bonds / Funds

Loan and current account balances

 

Professional expenses:

 

Travel expenses (public transport subscription, motorbike, private car km per day)

External catering (number of days) / canteen available?

Additional costs for weekly stays

Training and retraining costs

 

Debts:

 

Mortgages, loans, loans at 31.12 and interest paid

Interest subsidies directly received

 

Insurance premiums:

 

Health insurance and accident insurance premiums

Reimbursement of health insurance premiums

Life insurance surrender value as at 31.12

 

Medical expenses:

 

Copies of invoices for high self-paying medical and dental expenses, hospital, nursing home, Spitex less reimbursements from health insurance funds

 

Other deductions:

 

Maintenance contributions to spouses and children living separately / divorced

AHV and accident insurance contributions

Certificate of years of purchase for occupational pension plan Pillar 2

Certificates of contributions to pillar 3a