Tax Planning and Return Filing
Comprehensive tax strategies and assistance with filing to optimize your financial outcomes.
Tax declaration and consultation
We offer individual advice on tax benefits to ensure that you can take advantage of all possible savings. Our aim is to identify and maximize potential tax benefits to avoid unpleasant surprises. In doing so, we rely on a holistic and customized advisory process.
Effective tax planning enables individuals and businesses to reduce their tax burden and increase their after-tax income. Given Switzerland's complex tax laws, which operate at federal, cantonal, and communal levels with varying tax rates and regulations, consulting a knowledgeable tax professional is highly advisable.
At B&F Partner, we assist our clients by carefully reviewing their financial affairs and providing tailored strategies to minimize tax liabilities within the legal framework. Additionally, we handle the accurate and timely filing of tax returns to ensure compliance and avoid unnecessary penalties.
Our approach includes:
- Maximizing Tax Deductions: Identifying and leveraging all available deductions to reduce taxable income.
- Taking Advantage of Available Credits and Deferral Opportunities: Ensuring clients benefit from applicable tax credits and opportunities to defer taxes.
- Optimizing Investment Structures: Structuring investments to enhance tax efficiency and overall returns.
- Maximizing Contributions to Tax-Advantaged Accounts: Advising on contributions to accounts that provide tax benefits to secure long-term financial advantages.
With our comprehensive and strategic approach, we aim to help clients navigate the complexities of the Swiss tax system and achieve optimal financial outcomes.
Key Considerations
How does the tax consulting process work?
The tax consulting process is tailored to your personal needs in a personal initial consultation. We follow the following steps:
- Data collection: Collecting and organizing all required documents.
- Data transfer and processing: Transferring the information to the tax forms and calculating taxes and refunds.
- Submission: Filing of the tax return to the tax office.
What documents do I need?
In the event of a collaboration, you will receive a checklist containing all the documents required for the tax return. Documents are sent to B&F Partner either digitally or by post.
What deadlines apply?
The deadlines in Swiss tax law can vary depending on the canton and type of tax. We will discuss the deadlines that apply to you in an initial consultation.
What does a consultation with B&F cost?
During the initial consultation, we will discuss the scope of the project and identify key elements that are crucial to its success. Based on this in-depth analysis, a fixed price is determined so that you have clarity about the costs right from the start without being surprised by hidden fees later.
Can I also receive tax advice from B&F as an entrepreneur?
B&F Partner advises both private individuals and sole proprietorships on tax matters.