On September 28, 2025, the imputed rental value for owner-occupied properties in Switzerland was abolished by the people and the cantons. The imputed rental value will therefore disappear from the tax return. When will the abolished imputed rental value take effect? Expected in two to three years, i.e., 2028. We will process the 2028 tax return in 2029. What can you do until then? ...
Tax and financial services for homeowners and property buyers
Home financing and affordability: How can I afford my dream home?
Are you dreaming of owning your own house or apartment? As a property buyer, do you need help with financing and would you like to use professional financial services?
- Don't know how the process works?
- Would you like us to be there when you make your purchase?
- Do you need help choosing the right bank or insurance company to get the best mortgage?
- You don’t want to go to the notary alone?
We are there and offer you a carefree package covering all relevant topics for your home.
House and apartment in the tax return
As a homeowner, you are charged the imputed rental value. However, there are possibilities for deductions such as maintenance of the property.
Taxes when selling your home
real estate capital gains taxes
The tax return for the real estate capital gains tax when selling a house or apartment affects all property owners who want to move to another property and have sold their home. We offer processing of the appropriate tax return as a standard product at the recommended price. After a brief consultation, you will receive a binding offer from us.
Tax planning and real estate
Tax optimization always begins when planning the actual property sale. This can often save thousands of francs or even more. We are happy to help you also during this phase.
Finanzierung von Haus oder Wohnung: Die Hypothek
We would be happy to support you as a property buyer with an independent analysis and tailor-made financial services to help you finance your dream property. With a wide range of mortgage and loan offers, even outside of expensive banking products, we show you possible options.
With our mortgage calculator you can quickly get a cost estimate. The interest rate calculated is not to be understood as a binding offer, but is indicative. Contact us for a more detailed analysis and other financial services such as very attractive Saron mortgages, based on our mortgage checklist.
The Mortgage Exchange
Take advantage of our Hypotheken-Börse um als Immobilienkäufer verschiedene Geldgeber und ihre Angebote zu vergleichen. Erhalten Sie unverbindliche Angebote zum Vergleichen. Der Hypo-Rechner kann auch unkompliziert zum Überprüfen der eigenen Kaufkraft verwendet werden.
Calculating Affordability
With our professional financial services and a detailed affordability calculation, we can quickly provide you, the property buyer, with clarity about the financial feasibility of your project.
valuation of the purchase object
When buying, it is important to know whether the price of a home is fair and market-oriented. Based on the latest transaction data, we help you as a property buyer to accurately estimate the value of your dream property.
financing your own home
With our financial services, we show you how you, as a property buyer, can optimally use your savings, mortgages and pension funds (home ownership promotion, WEF) to finance your own home.
Insuring and securing the property
SimpleFinance by SimpleTax
Your contact for finances and taxes related to your home
MAURO PAMATO
insurance advisor VBV
STEPHAN NIGGLI
tax returns of natural persons and tax planning
Dipl. Natw. ETH
Services
Our partners and memberships
Implementation of the house or apartment sale
If you want to sell your property quickly and at a good market price, you don't need an expensive broker. We do this by focusing on price determination and offering it in an auction process at a fixed price.
This service is currently being developed regionally. Contact us if you are already planning a sale or would like to find out more about other financial services.
FILL OUT THE FORM, PLAN YOUR OWN HOME
Make an appointment – send documents
NEWS AND THINGS WORTH KNOWING ABOUT YOUR TAX RETURN
Make an appointment – submit documents – complete tax return
Tax Planning Appointments Tax planning appointments can be scheduled online directly, similar to the tax return appointments. During the tax planning appointment, all tax questions are addressed in the annual meeting, including how measures can be implemented to save even more and better taxes in the coming years. In the following video, we demonstrate what this means: The tax planning appointments require, ...
Free initial property gains tax consultation Simpletax Appointments for a free initial consultation on real estate capital gains tax can now be booked online. These can be arranged in Dübendorf or via Teams meeting. In preparation, we appreciate the completion of the form for clarification and preliminary calculation of real estate capital gains tax. Why is it important to plan for real estate capital gains tax before the sale? ...
While many younger people and families are faced with the question of “rent or buy”, homeowners are often faced with the question of what to do with the property when their personal situation changes and their own use is no longer the focus: rent or sell? The reason for this could be a change of residence, the children ...
The deferral of the property gains tax in the canton of Zurich makes it easier to purchase a replacement property when moving to a new home. Using the canton of Zurich as an example, the following table shows the three cases in which the tax is completely deferred, partially deferred or must be paid immediately and in full. Optimize the deferral of the property gains tax ...
Simpletax has published a revised property gains tax checklist. It lists the most important documents and receipts for completing the tax return quickly. Property gains tax checklist: what deadlines apply? At most cantonal tax offices, the deadline for submitting the tax return is only 30 days. Depending on the property and documentation, the receipts can fill up files. Therefore, it is advisable to check with the tax office ...
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