financial consultancy
SimpleTax and SimpleFinance We offer optimized tax and financial advice in close cooperation and from a single source:
- Financial planning and analysis of the life situation
- Financial advice as part of a service subscription with tax return Tax optimization, Insurance check-up and comprehensive consultation in a package at attractive conditions
- A financial roadmap, Real estate strategy and Prevention analysis and Wealth Compass with the innovative methods in the SimpleApp; existing tax clients can easily "upgrade".
- Full preventative care advice include setting up the 1st, 2nd and 3rd pillar
Financial Services
In the area of investments and asset management, we maintain a list of selected partners that we know and use ourselves. Most offers also include small opening discounts with the corresponding discount codes:
- financial advice and Asset management
- Bank account, neobank, credit cards, debit cards and more
Real Estate
Are you planning to sell your house? We support you in selecting real estate agents with a comprehensive checklist:
- Here is the Real estate agent checklist with a few recommendations at the end
trust partner
Simpletax works in the following areas within a partner network with trustees:
- SME Consulting and Trust: SME Trexpert AG, Dübendorf
Simpletax also offers a white label tax service for trustees. This means that the trust company’s clients communicate exclusively with it, Simpletax but does the administrative work in the background. Prerequisites are processing with Dr. Tax and electronic processing of the input and output files. Contact us for prices and references with an inquiry.
financial bloggers, news and comparison portals
Simpletax offers financial bloggers and value-added content creators a digital partner code with which both your readers and the partner themselves are rewarded with a bonus. We would love to get to know you!
Further Partners
Our technical partnerships include:
- Individual appointment booking systems and lead platforms: Mastflow - Digital Experts
- tax software: Ringler Informatik, Dr. Tax