English 
Deutsch 
Accounting, Tax & Fiduciary Services
Fiduciary checks
Our Focus:
- Tax check-up to review the tax return and identify deductions
- Holistic analysis of the tax situation for private individuals and companies
- Asset and pension check to identify gaps and optimisation options for the future
Can I improve my tax situation? Am I on the right track with my financial planning? We are happy to provide you with a quick and straightforward assessment and point out potential opportunities.
Tax Check-up
You prepare the basics of your tax return or send us a previous tax return. We review the declaration for completeness and identify any additional deduction opportunities. We also look into future tax periods and assess ways to reduce your tax burden. The Tax Check-Up is available for both individuals and companies.
Vermögen & Vorsorge Check
Teilen Sie uns Ihre finanziellen Zielsetzungen mit und wir zeigen Ihnen auf, wo Sie mit Ihrer momentanen Vermögensbildung und Anlage stehen. Wir beleuchten dabei auch allfällige Deckungslücken oder zeigen Ihnen im Detail die Folgen bei Pensionierung oder Erwerbsausfall auf. Sie erhalten zusätzlich eine Übersicht über wichtige Aspekte Ihrer Vorsorgeplanung und was an Optimierungsmöglichkeiten vorhanden ist.
The Tax Checks can also be combined into a comprehensive analysis upon request. Gain the best insights for the important decisions regarding your taxes and wealth development.
Frequently Asked Questions
How much does it cost to have my tax return completed?
We charge the costs for completing or checking the tax return individually according to the effort involved.
By when must the tax return be submitted at the latest?
The deadlines for submitting tax returns vary depending on the canton. In the canton of Lucerne, for example, the tax return for natural persons must be submitted by March 31st. However, the deadline can easily be extended online until August 31st. The situation is similar in other cantons. It is important that an extension is requested immediately after receiving the tax return.
What is included in the tax checkup?
We check the tax return you have prepared for accuracy and completeness (have all income items and all possible tax deductions been claimed?). We also discuss tax optimization options with you, especially with regard to the current year or future tax periods.
Which documents must be submitted with the tax return?
The exact requirements may vary depending on the canton and individual situation, but in general the following documents must be submitted with the tax return:
Proof of income: This includes, for example, salary statements, statements of self-employment income or annual accounts, pension certificates, tax lists (statement of interest and dividend income).
Receipts for deductions: Certificate of pension contributions paid (pillar 3a), list of charitable donations, list of party contributions, proof of interest on debt if applicable.
Evidence of assets and liabilities: This may include the certification of bank accounts, securities accounts, mortgages, loans or surrender values of life insurance policies.
Other relevant documents: Depending on the individual situation, other documents may also be required, such as receipts for alimony payments, childcare costs, proof of children's studies or other special deductions.
