Tax Advice for Expats
File your Swiss Tax Return
Looking for tax clarity instead of complexity? FIN is your tax advisor in Switzerland — guiding you through all financial and tax matters. No jargon, no red tape — just real support, on your terms.
Tax Advisor in Switzerland
At FIN, we offer modular, transparent services that evolve with you — from your first investment to your retirement strategy. What stays consistent: one dedicated tax advisor, and clarity in every step.
Swiss Tax Return Filing
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Navigate local and cross-border tax matters with confidence.
Optimizing your tax situation — whether you're a private individual or an expat. We know: tax is personal. That's why we value honest, in-depth conversations — and put all our expertise into making your tax strategy a success.
Tailored Tax Advice
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Tailored solutions for relocation, dual taxation, and regulatory clarity.
Optimizing your tax situation — whether you're a private individual or an expat. For us, this is where it gets exciting: there's nothing more satisfying than investing your money tax-efficiently.
Expat & B-Permit
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Clarity around double taxation, withholding tax & reporting obligations.
International? Absolutely. Navigating cross-border tax issues is part of our daily work. We understand how to deal with the requirements of foreign citizens (expatriates). We expertly guide you through your Swiss tax return.
Financial Planning
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Personal finances, business transitions, and everything in between.
Forward-looking guidance — for pensions, inheritance, investments, and real estate. Tax advice doesn't stop at your return. With FIN, you get expert support across all financial and tax topics.
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Own your finances, just three steps away
Initial Consultation & Assessment
Step one
Tell us about your situation. In our initial, no-obligation consultation, we take the time to understand your unique needs, completely free of charge. From the very beginning, you'll benefit from full transparency with our clear, fixed rates.
How it works →Document Submission
Step two
Your personalized checklist is automatically created by Trust FIN Tax Portal based on your information. Access and manage your documents securely in the Swiss cloud using our client portal with two-factor authentication.
How it works →Full Review & Optimization
Step three
We don't just fill out the form. We look for tax savings — for this year and next. Because good tax advice goes beyond paperwork.
How it works →You always know what to expect
Our flat-rate model adjusts to your situation and is made up of transparent components.
Basic Package
Make the most of all available tax deductions.
- Tax return filing
- Deadline extension
- Add-ons based on complexity
Basic Package
- Tax return filing We prepare and file your complete Swiss tax return, optimizing every deduction.
- Deadline extension We handle the formal deadline extension request with your canton.
- Add-ons based on complexity Additional services only when your situation requires them — no hidden costs.
Most appreciated
Premium Package
We fully represent you with the tax authorities & take care of all the tax hassle for you.
- Everything from Basic
- Personal consultation
- Full representation
- Document requests from tax authorities
- Tax objection
Premium Package
- Everything from Basic All Basic services included as your solid foundation.
- Personal consultation One-on-one session to review your financial situation and tax strategy.
- Full representation We communicate directly with tax authorities on your behalf.
- Document requests from tax authorities We handle all information requests and correspondence.
- Tax objection We file formal objections if your tax assessment needs correction.
All Inclusive
Sit back and relax. Your ultimate peace-of-mind package.
- Everything from Premium
- Priority processing
- Ongoing optimizations
- No extra charges
All Inclusive
- Everything from Premium Complete Premium coverage with additional exclusive benefits.
- Priority processing Your case gets fast-tracked through our workflow.
- Ongoing optimizations Proactive multi-year tax planning tailored to your goals.
- No extra charges Flat rate covers everything — no surprises, no add-ons needed.
Additional Services
(e.g. bank accounts; debts) CHF 10 per item
(foreign withholding tax) CHF 200
(within 5 days) CHF 200
Questions still lingering?
We’re here with the answers you need.
Here’s what people often want to know before getting started with FIN.
Is the initial consultation free of charge?
Yes, your first consultation with us is completely free and without obligation. This allows you to get to know us and discuss your needs before making any commitments.
Why should I choose independent financial advice?
Independent financial advice ensures that recommendations are made in your best interest, free from conflicts of interest or product sales pressure. Our only goal is to help you achieve your financial objectives.
How is an independent advisor different from a bank consultant?
Unlike bank consultants, who may be tied to specific products or services, independent advisors offer unbiased guidance and access to a wider range of solutions tailored to your individual situation.
How do you get compensated for your services?
Our compensation is transparent. We typically work on a fee basis, which we discuss and agree upon with you in advance. This ensures our advice remains objective and in your best interest.
Am I entering into a long-term commitment?
No, you are not required to enter into a long-term contract. Our services are flexible, and you decide how long you wish to work with us.
How often do we review my financial situation?
We recommend reviewing your financial situation at least once a year or whenever there are significant changes in your life. However, we can tailor the frequency of reviews to your preferences and needs.
Do you also help with budgeting and financial organization?
Yes, we assist you with budgeting, financial organization, and developing strategies to manage your finances more effectively.
Can you help optimize my personal tax situation?
Absolutely. We analyze your financial situation and identify opportunities to minimize your tax burden, ensuring you benefit from all available deductions and allowances.
Do you offer tax planning for business owners or the self-employed?
Yes, we provide tailored tax planning services for business owners and self-employed individuals, helping you structure your finances efficiently and comply with Swiss tax regulations.
Do you work together with tax advisors or fiduciaries?
Yes, we have our own dedicated internal team and draw on a broad network of partners with experienced tax advisors and fiduciaries to provide you with comprehensive and reliable solutions.
Do you offer independent investment advice?
Yes, we provide independent investment advice based on your goals, risk tolerance, and financial situation, without promoting specific products.
What types of investments do you recommend?
We recommend a broad range of investment options, including funds, ETFs, and other diversified instruments, always tailored to your individual needs and preferences.
Do you manage investments or only advise?
We do not manage assets or engage in daily trading. Instead, we help you decide whether to delegate asset management or manage your investments yourself. We act as your sparring partner, supporting you with strategy and decision-making.
Can you review my existing investment portfolio?
Yes, we can review your current investment portfolio, assess its suitability, and suggest improvements to better align with your goals.
What does retirement planning include?
Our retirement planning covers pension analysis, income planning, optimization of social security benefits, and strategies to ensure a comfortable retirement.
Can you help with inheritance and estate planning?
Yes, we advise you on inheritance and estate planning to ensure your assets are transferred according to your wishes and in a tax-efficient manner.
How do you handle changes in personal or financial situations?
We adapt our advice to any changes in your personal or financial circumstances, ensuring your financial plan remains up to date and relevant.
Do you coordinate retirement planning with pension funds (2nd Pillar)?
Yes, we work closely with pension funds and help you optimize your benefits from the 2nd Pillar as part of your overall retirement strategy.