Tax Return.

We complete your tax return.

Are all documents complete? Have you forgotten anything? No need to worry: We ask you exactly the right questions in advance of your tax return and point out tax optimization opportunities early on. Under Swiss tax law, there are numerous ways to reduce taxes and ultimately have more money in your account.

Our company supports you from a holistic perspective. What does this mean in practice? Upon request, we not only handle your tax return but are also happy to provide you with further tips for your financial freedom.

Naturally, we also offer our services to sole proprietorships and provide comprehensive consulting in this context. Those who operate as entrepreneurs naturally have far more opportunities for creative and profit-oriented financial and tax planning.

Your benefits:

  • Save Time & Money

  • 1 Contact Person for Additional Financial Questions

  • Tax Return Optimization

Let us complete your tax return.

This saves you time and, in the best-case scenario, can also save you taxes.

Documents & Deadlines.

We understand how stressful tax return season can be. To ensure you no longer need to worry, we have compiled a comprehensive checklist and an overview of important deadlines for you. Our goal is to make the entire process as simple as possible for you. Our checklist and deadline list are designed to ensure you know which documents are required for completing your tax return and that you do not miss any tax deadlines. Click on the links below to download the checklist and familiarize yourself with the deadlines.

Tax Consulting Team
Tax Consulting Team

Have your tax return completed by our experts.

Save time and contact us now. We help you with your tax return exactly where you need us. We handle everything completely for you, regardless of whether you are single or married, living in a domestic partnership, or have children—we find the right tax solutions for private households. The process is transparent from start to finish, and we are happy to explain each step to you. Based on years of experience, we work with various checklists and carefully review all your information. It goes without saying that we are always up to date with current legislation. In addition, we understand ourselves as experts in tax law in individual cantons, especially Bern, Aargau, Solothurn, and Fribourg, and accordingly keep track of all deadlines.

One Contact Person for Your Tax Return.

For your tax return, you will be assigned a personal advisor from your region who will not only review the documents and complete your tax return but will also be available at any time for future questions and improvements.

Unlike our competitors, you will personally meet the responsible advisor, and the approval of the tax return will always be discussed together. You will always be informed about what we are working on.

For complex cases involving inheritances or business takeovers, we have the right partners at our side.

Tax Return Consultation
Tax Return Documents

Tax Return Documents.

You may send us the documents by email/mail or, of course, bring them directly to our office. Upon approval, you will receive a complimentary consultation appointment for finalizing the tax return and discussing possible optimizations.

We are also happy to work through more complex cases with you, as we always find a solution. We look forward to hearing from you and are confident we can generate added value for you.

Let us complete your tax return.

This saves you time and, in the best-case scenario, can also save you taxes.

Tax and Pension Planning with 360 Consulting

Tax and Pension Planning.

Tax optimization can be closely linked to pension planning. Those who plan ahead today reduce their tax burden and additionally benefit in retirement. This applies both to the purchase of a home and to the withdrawal of pension funds from the second and third pillars. Would you like to know when the right time is? We are happy to tell you and also provide you with alternative suggestions for every situation.

Review of Tax Assessment.

After you submit your tax return, you will receive your tax assessment. However, the tax authorities do not always calculate correctly or consider all deduction possibilities. Therefore, we carefully review your assessment upon request. Should an objection prove advisable, we will draft it for you and accompany you until the final conclusion of the proceedings.

Review of Tax Assessment
Tax and Pension Planning with 360 Consulting

Deductions in the Tax Return.

You can claim various costs on your tax return: from professional expenses and maintenance and repair costs for your property to insurance premiums, medical expenses, and maintenance payments. Together, we determine which deductions you can claim. This noticeably reduces your tax burden and allows you to utilize all legal possibilities.

Do You Have Questions About Your Tax Return?

We provide independent consulting.

Taxes When Taking Over a Property or an Inheritance.

Taking over a property or an inheritance changes your assets and has a direct impact on your entire financial situation—often associated with significant tax consequences. We show you which exemptions you are entitled to, how you can claim estate costs, and what tax implications transfers within the family have. With a clear and forward-looking strategy, you avoid unnecessary charges and always maintain an overview.

Review of Tax Assessment
Tax and Pension Planning with 360 Consulting

Taxes Upon Marriage.

Marriage leads to new tax rates and changes exemptions and deductions. We show you when joint assessment is worthwhile or whether separate tax returns are better. Together, we review how child allowances, deductions, and joint income can be optimally distributed. This way, you find the most tax-efficient solution for you and start your new life chapter with peace of mind.

Contact Us.
We are happy to advise you.

Comprehensive Consulting.

You can also take advantage of our comprehensive consulting on the following topics.

Insurance
Insurance
Pensions
Pensions
Real estate
Real estate
Financial planning
Financial planning

The Most Important Questions at a Glance:

We can certainly help you with the correct declaration of taxable income and possible deductions. Special provisions apply here regarding pension benefits and deduction possibilities. The relationships between the second pillar and possible tax deductions are extremely interesting. For this purpose, one should urgently review the insured salaries in the 1st and 2nd pillars and adjust them if necessary.

You are welcome to pay the invoice via Twint or e-banking.

We deliberately refrain from cash payment processing.

Correct deductions and renovation planning are our strength—we are happy to help you with this topic and show you the possibilities.
Through our many years of experience, we know which details to pay attention to in tax optimization. We always provide our services for private individuals as well as sole proprietorships at a fair price. In addition, we are always up to date and strive for modern, fast, and customer-oriented processing. Our consistent forward strategy will certainly benefit you as our client.

We have created a form for the respective cantons for the deadlines.

This depends primarily on your personal income situation as well as on the asset classes with their different implications. We know exactly what to consider and are happy to point this out to you.

We always strive for fast processing, so the follow-up appointment usually takes place the following week.

The consultation is individually tailored to the client’s wishes. If needed, it can be kept very short, and we are finished in 20 to 30 minutes. For comprehensive consulting, however, we are also happy to take more time for you.

Even with a simple tax return for individuals, a significant amount can be saved quickly with individual and competent consulting. The amounts in francs vary here from several hundred to even several thousand francs.

You may send us the documents by mail/email or bring them directly to the office. For more complex cases, it is advisable to schedule an appointment when submitting the documents.

The documents will then be reviewed, discussed with you as soon as possible, and the approval will be handled for you. If questions arise later regarding the assessment, we are happy to be available for you.

For a simple tax return, CHF 150.00 is charged. For a more complex tax return, charges are based on time and effort. Our staff are happy to answer any further questions.

Typical deductions include professional expenses (commute, additional meal costs), continuing education costs, childcare, contributions to pillar
3a, medical/accident costs, donations, and for property owners, maintenance on
properties and mortgage interest. The exact rules and flat rates are
regulated at the cantonal level.

There is no inheritance tax at the federal level. Inheritance tax is regulated at the cantonal level. In most cantons, spouses and direct descendants are exempt; for more distant relatives or third parties, a tax often applies. In addition, assets from the inheritance may be subject to wealth tax in the future.

Upon purchase, depending on the canton, property transfer taxes or fees arise (typically 1–3% of the purchase price) as well as land registry/notary costs. In the case of inheritance or gift, the property transfer is often tax-privileged or fee-reduced; the capital gains tax is usually deferred in such cases and only becomes due upon a later sale for consideration (latent tax liability). From the time of taking possession, you are subject to imputed rental value and can deduct mortgage interest and maintenance.

You will be jointly assessed from the year of marriage. The determining factor is your marital status as of December 31: From this date, you will receive a joint tax return and final statement; installments already paid will be credited. This can change the tax burden depending on income distribution.