Request a quote

FIDUCIARY SERVICES For private clients

Tax return for private clients

For many people, the tax return costs an evening full of forms every year, plus the uncertainty of whether all deductions are included. With Finaro you hand over both: you submit your documents to us, we prepare the complete tax return, check every permissible deduction and, if you wish, take over all contact with the tax office.

We look after employees, the self-employed, pensioners, families as well as owners of property and securities. We are also the right address for persons taxed at source who need a subsequent ordinary assessment.

Request a tax return Download the checklist (German)

Process

It's that simple

Download the checklist

Our checklist helps you put together all documents: salary statement, bank statements, pension certificates and receipts for deductions.

Submit your documents

Send us your documents as agreed or bring them in person. We will get in touch if anything is missing.

Review and discussion

We prepare the tax return, optimise the deductions and discuss the most important points with you before anything is filed.

Filing and review

We file on time, apply for an extension if necessary and later check the final assessment.

Fiduciary services

What's included

Complete tax return including the list of securities
Check of all permissible deductions, such as professional expenses, insurance premiums, pillar 3a, medical costs, further training and childcare
Property: imputed rental value, maintenance costs and debt interest declared correctly
Deadline extension and correspondence with the tax office
Check of the provisional and the final tax bill
Tax planning for the following year: pillar 3a, pension fund buy-ins and the right timing for larger expenses

Who we prepare tax returns for

Employees

We claim all the professional expenses and deductions that are often forgotten when filling in the forms.

Self-employed with a sole proprietorship

Business accounts and private tax return from a single source, so that everything fits together.

Pensioners

AHV, pension fund and capital withdrawals declared correctly and planned for tax purposes.

Property owners

Maintenance costs, debt interest and imputed rental value taken into account optimally.

Families

Child deductions, childcare costs and education expenses claimed in full.

Tax return for persons taxed at source

Anyone who is taxed at source in Switzerland can apply for a subsequent ordinary assessment (NOV) and thereby claim deductions that are not taken into account in the withholding tax rate, such as contributions to pillar 3a, pension fund buy-ins or childcare costs. From a gross annual income of 120,000 francs, the subsequent ordinary assessment is mandatory.

Important: the application must reach the tax office by 31 March of the following year and then applies to all subsequent years for as long as you are subject to withholding tax. We therefore check in advance whether the NOV is worthwhile for you, submit the application and prepare the tax return.

What does the tax return cost?

The price depends on the scope of your tax return. You receive a binding price in advance, so you know where you stand.

FAQ

Frequently asked questions

In many cantons the ordinary deadline runs until the end of March. If necessary, we apply for an extension and keep track of all deadlines for you.

Our checklist guides you step by step through all documents. If anything is missing, we will get in touch.

Send us your documents as agreed or bring them in person. Please do not send tax documents as an ordinary email attachment.

Yes. If the assessment differs from the tax return submitted, we check the reasons and, if necessary, file an objection on time.

Yes. For sole proprietorships we prepare the accounts and the private tax return from a single source. More on this under year-end tax closing for companies.

Get your tax return done this year.

Download the checklist or ask us directly.