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Tax & Fiduciary Services
Tax Checks
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.
Wealth & Pension Check
Share your financial goals with us, and we will show you where you currently stand with your wealth building and investments. We also identify potential coverage gaps or lay out the implications for retirement or in case of income loss. Additionally, you’ll receive an overview of key aspects of your retirement planning and potential optimization opportunities.
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: Dies umfasst bspw. Lohnausweise, Aufstellungen über selbständiges Erwerbseinkommen oder Jahresrechnung, Rentenbescheinigungen, Steuerverzeichnisse (Aufstellung über Zins- und Dividendeneinkünfte).
Receipts for deductions: Bescheinigung über bezahlte Vorsorgebeiträge (Säule 3a), Aufstellung über gemeinnützige Zuwendungen, Aufstellung über Parteibeiträge, gegebenenfalls Schuldzinsnachweise.
Evidence of assets and liabilities: Dies kann die Bescheinigung von Bankkonten, Wertpapierdepots, Hypotheken, Darlehen oder Rückkaufswerten von Lebensversicherungen umfassen.
Other relevant documents: Je nach individueller Situation können auch andere Dokumente erforderlich sein, wie z. B. Belege für Alimentenzahlungen, Kinderbetreuungskosten, Studiennachweis der Kinder oder andere spezielle Abzüge.
