Taxes
Understanding and purposefully optimizing taxes
I help you analyze your tax situation and find ways to pay less in the long run and keep more of your income and assets.
Challenge
The Swiss tax system is complex. Many people pay more than necessary because they don't use deductions, fail to optimize investments for tax purposes, or incorrectly structure their retirement provisions. Especially with higher incomes and assets, these errors quickly add up to large sums.
Content
My Approach
I analyze your current tax situation and show you where you are wasting potential. Together we develop strategies to make the best use of deductions, structure your investments in a tax-efficient way, and avoid unnecessary burdens - always legally, transparently, and independently.
Analysis of the Tax Return
Review of your current situation and potential deductions.
Optimization of Income & Assets
Strategies for more tax-efficient planning.
Retirement and Taxes
Using Pillar 3a and other retirement solutions for tax reduction.
Long-term Tax Strategies
Planning for sustainable tax optimization over years.
Process
Contact
You describe your situation and goals to me.
Initial Consultation
We clarify your current tax situation.
Detailed Consulting
Analysis, recommendations, and optimization opportunities - always independent, without me earning from products or deals.
Support
Upon request, support with implementation and a regular check for new opportunities.
Transparent Prices
Clear costs, no hidden fees
My fee is 180 CHF per hour – regardless of the topic or the investment amount. You pay exclusively for my time and expertise.