Tax advice Zurich

In the Canton of Zurich, all natural persons are subject to taxation. The tax return includes income, assets, and deductions and is submitted annually. There are various types of taxes, including income tax, wealth tax, and direct federal tax.

With a dense branch network in the canton of Zurich, Simpletax simple, uncomplicated and affordable services in Zurich tax consulting. Personal advice is part of every completed tax return and is available at the main offices in

  • Dübendorf: Head office, tax planning and all consulting services
  • Regensdorf
  • Bülach
  • Wetzikon
  • Winterthur

available. We will contact you individually upon request for any further consultations. We also offer online appointments via video conference, checklists, calculators, and a glossary for preparation. 

Tax consulting services in Zurich

Our tax consultancy in Zurich offers a wide range of services to support both private individuals and the self-employed with their tax matters. Here are the key offerings in detail:

  1. Fill in the tax return: The tax advisor will complete the tax return correctly and check the final tax bill.

  2. Tax planning and optimization: Through smart tax planning, tax advisors can help reduce and optimize your tax burden in the long term. This also includes tax advice on how to make optimal use of deductions and allowances.

  3. Advice on real estate ownershipTax advisors offer support with tax-related issues related to the acquisition, holding, and sale of real estate. This includes income and wealth taxes, as well as specific taxes such as real estate capital gains tax, which is regulated at the cantonal level in Zurich.

  4. Advice for the self-employedTax advisors support self-employed individuals in tax planning and optimizing their business activities. This includes advice on business expenses, investments, and the optimal use of tax benefits.

  5. Advice on special life eventsTax advisors offer support with tax issues related to separation, divorce, death or voluntary disclosure without penalty for undeclared income and assets.

These services help to fulfill tax obligations while minimizing the tax burden. 

Tax advice Zurich for private individuals

When looking for a tax advisor in Zurich for private individuals, it's important that their services and prices also include basic tax services. Tax firms often focus on companies, wealthy individuals, or issues related to their own business.

Even simpler tax returns require the declaration of assets in the form of real estate or company shares. In most cases, this information is provided according to standard procedures and is also taken into account in simple tax planning.

Find a good tax advisor in Zurich

Finding a good tax advisor in Zurich can be a challenge, here are some tips that can help:

  1. Obtain recommendations: Ask friends, family, or colleagues for their experiences and recommendations. Personal recommendations are often very valuable. The customer referral program from Simpletax has shown that many new clients greatly appreciate this recommendation

  2. Online reviews and directories: Use online platforms such as Google Reviews or specialized websites to read reviews and experiences from other customers.

  3. Professional qualifications and experience: Make sure that the tax advisor in Zurich has the necessary qualifications.

  4. Arrange an initial consultation and use online contactMany tax advisors offer a free initial consultation on specific topics. Take advantage of this opportunity to find out if the advisor is a good fit for you and if you feel comfortable working with them. Simpletax offers this for preliminary clarifications. Simple mandates are then usually agreed upon at fixed prices or based on a quote. Once an initial tax return is completed, further tax planning and tax optimization can begin.

  5. Specialization and servicesConsider the specific services you need and look for a tax advisor who specializes in those areas. Some advisors offer comprehensive services for individuals, the self-employed, and businesses. Simpletax focuses on private individuals and the self-employed. If you have one or more companies, Simpletax with a trust partner to optimize the overall tax situation.

  6. Costs and transparency: Clarify in advance what the cost structure looks like and whether there are transparent pricing details. A good tax advisor should openly inform about his fees and provide a detailed tax service price list to have.

By following these steps, you should be able to find a tax advisor that meets your needs.

Change of tax advisor

The main reasons for changing tax advisors in Zurich can be described as follows:

  1. CostsHigh fees or unexpected costs can be a reason to change tax advisors. A new advisor might offer more cost-effective solutions. No fixed price or high hourly rates are warning signs. Tax advisors in Zurich charge between 150 and 200 francs per hour. A higher rate often doesn't offer better service.

  2. TrustTrust is crucial. If you feel your tax advisor isn't transparent or reliable, a change may be necessary.

  3. ProximityGeographical proximity can be important, especially if in-person meetings are necessary. Having a tax advisor in your area can facilitate collaboration.

  4. expertise: Lack of expertise or specialization in your specific needs can be a reason for a change. A new consultant with more experience can help better. With several thousand clients, Simpletax able to demonstrate broad experience and is also familiar with specific tax issues.

  5. PlanningInadequate tax planning or a lack of strategic advice can be a reason for switching. A new advisor might offer better long-term tax strategies. Simpletax offers on request the Tax planning in the annual meeting

  6. contract: Problems with the existing contract, such as unclear terms or inflexible agreements, may make a change necessary. Simpletax A mandate is clearly handled at fixed prices or according to the offer.

  7. Not digital: If your current tax advisor doesn't offer digital solutions, this can be inefficient. Switching to an advisor who uses modern digital tools can facilitate collaboration. Simpletax offers completely paperless tax returns in Zurich. Personal appointments can be held via video conference at any time to save time and travel costs.

These reasons can help you decide to change tax advisors.

 

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