tax advice efficiently and effectively

We have summarised all information on taxes in Switzerland and related tax advisory services on this page. Tax advice should not only be correct and timely, but also efficient and affordable. This is the case with Simpletax by fixed and recommended prices which, in contrast to purely expense-based billing, achieve the goal more effectively and cost-effectively.

tax consulting services

Issues in tax consulting include completeness and correctness, optimization of income and expenditure, as well as the efficient processing of tax aspects of Real Estate and prevention.

How much does a tax advisor cost?

How much does a private tax advisor cost?

The costs for the tax advisor for private individuals are usually limited to the annual tax return, which should always be personal. Simpletax The costs range from 90.- for trainees to 170.- for married couples. If you have real estate or extensive assets, you have to reckon with 200.- to 250.-. With our efficient and effective tax advice, we can guarantee that our customers are optimally relieved. Special life situations require individual tax advice, which is billed according to the current hourly rate.

How much does a tax return cost from a tax advisor?

The tax return is available at Simpletax in the center. This means that the costs relate to the complete and efficient process from the initial consultation to the submission. 

How much does the property capital gains tax or inheritance and gift tax cost?

For special taxes such as the real estate capital gains tax or inheritance and gift tax Simpletax effective advice. Whether guide prices or hourly rates apply is efficiently clarified through an individual offer.

How much does a tax advisor cost for the self-employed?

Self-employed persons must submit additional forms that reflect simplified accounting. Simpletax offers efficient processing – either for the entire tax year or, if required, monthly.

How much does a tax advisor cost for small businesses?

Self-employed persons, sole proprietorships and small businesses can Simpletax Have your taxes and accounting done in an efficient monthly service. The effort and prices range from one hour per month to 290.-. The decisive factor here is whether VAT is payable, wages are paid to assistants or there are many bookings.

For small businesses that are taxed as legal entities, i.e. a GmbH or AG, the accounting and tax return are efficiently handled by a qualified trustee. The tax return is part of this package, but not the private tax return. This is charged additionally.

How much does a booking with a tax advisor cost?

Bookings for both self-employed people and companies are very affordable. Prices are in the cent range, but are not directly stated, as the packages also include annual financial statements, the taxes themselves, and costs for software licenses. In general, the more, the cheaper: an "S" package for 290.-/month assumes fewer than 300 bookings per year, while the "L" package goes for up to 1200 bookings. Depending on the business and digital tools, many processes can be efficiently automated. We pass these effective advantages on to our clients.

How much does a tax advisor cost per month?

Tax advice is rarely needed on a regular basis. As a private individual, it is therefore worthwhile to supplement your tax return with an annual consultation to plan your taxes and finances efficiently.

However, for self-employed people and small business owners, it is worth getting an effective monthly service from a tax advisor combined with accounting. This way, you are always up to date, can ask questions and take efficient measures immediately. 

price list tax consulting

All services are available on our Price List Tax Services and Financial Services summarized.

structure of the tax return

income tax

wages and secondary employment

For non-self-employed people, these items are the mainstays on the income side. The net wages are taken from the employer's pay slip and stated, or in the case of secondary employment and income without AHV/AL deductions, a receipt should be enclosed.

income from self-employment

In a household with two people, there can also be a combination of wage earners and self-employed persons.

imputed rental value

The imputed rental value is considered income, based on the use of the homeThe maintenance of the property can be deducted from this, either as a lump sum or according to a list that may also include value-preserving renovations.

Other values

Kryptos Depending on their origin, they can also be classified as income in special cases.

Wealth tax

securities list

The securities list is a separate page of the tax return that should include all bank accounts and deposits with financial assets. With a eTax statement this can be done easily.

The securities register also lists capital gains with and without withholding tax. These are then counted as income. In order to repay the withholding tax, it is important to provide your bank details to the tax office.

properties and property directory

If you own properties that are rented out, you must fill out the property register with the tax values ​​for assets, rental income and deductions.

If you leave Simpletax which makes When filling out a tax return, individual properties are treated as an additional service offset.

crypto currencies

The wealth tax always includes Cryptocurrencies or tokens, such as Bitcoin or Ether (Ethereum)These are normally listed in the asset register and declared and taxed as of December 31.12st.

Withholding tax

The Withholding tax is levied on employees from abroad. It is set at the cantonal level and, above all, also industry-specific. Those subject to withholding tax can voluntarily have a tax return completed once their income reaches a certain level.

Tips can also be found on this page in English.

real estate capital gains tax

The treatment of Property gains in the larger cantons are explained in more detail on this page with calculation examples

land tax

Property tax is only levied in a few cantons.

transfer tax

The transfer tax has been abolished in many cantons because it is insignificant compared to the property gains tax.

gift tax

Gifts must be declared separately within 3 months (Canton of Zurich). The calculation is progressive (up to 6%) and depends on the relationship or degree of kinship. 

time of taxation

The interim tax return in the same calendar year

In principle, the tax return must be completed for the previous year. In exceptional cases, however, the current year must be declared, for example, the 2024 tax return must be completed in the calendar year 2024.

This applies if the tax liability is terminated, i.e.

• • in the event of the death of the taxpayer by the descendants or heirs,

• • when moving abroad,

• • when giving up the secondary tax domicile in the canton, for example when selling a property during the year.

•