
Tax advisory & filing services in Canton Zug for expats and residents
Tax return filing in Zug, made simple.
Want to delegate your Zug tax return to someone you trust — and who speaks your language? With FIN, you get more than just a service: honest support, clear communication, and real value.
Tax advisory in Zug — personal, digital, and efficient.
Remember that the deadline for submitting your tax return in the Canton of Zug for individuals is April 30th.
Request deadline extension→Clarity, not complexity.
Our principle is simple: everyone deserves financial clarity and real guidance with their Swiss taxes.
Zug Tax Advisory
Why delegate your Zug tax declaration?
Many people in Zug rely on professional support for their tax return — for good reasons:
- ✓Save time and avoid mistakes with FIN
- ✓Zug tax law changes every year
- ✓We remind you in time for tax-saving opportunities
We handle everything for you — clear, structured, and jargon-free.
Tax advisory in Zug – personal, digital, and efficient.
Many people in Zug rely on professional support for their tax return — for good reasons:
We handle everything for you — clear, structured, and jargon-free.
Expats in Zug
learn more
Clarity on double taxation, withholding tax & international cases.
The international context is our daily bread and butter. We understand how to deal with the requirements of foreign citizens (expatriates). We expertly guide you through your tax return in Zug.
Tax Return Zug
learn more
Our advisors understand cantonal and Swiss tax law — always with an international perspective.
For all cantons, with transparent flat rates and personal support. Experience excellent service: from the first meeting to the secure upload of your documents using modern tools like Trust FIN Tax Portal.
Individual Tax Planning
learn more
Optimize your taxes — whether private or as an expat.
Tax consulting is about trust. We dedicate time and expertise to your situation, making sure your interests come first. After all, there's nothing better than growing your money through smart tax planning.
Strategic Financial Planning
learn more
All-round support — pensions, estate, investments, real estate.
After tax season is before tax season. FIN provides holistic advice on all financial and tax issues — one point of contact for everything.
Delegate your Zug Tax Return, 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 not only review your return for accuracy. We highlight where you can optimize your taxes — now and for the future. Because smart tax advice is more than filling a form.
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
Frequently Asked Questions —
Tax Return in Zug
Here's what people often want to know before getting started with FIN.
Do I have to declare foreign income/assets in my Zug tax return?
Yes. If you are domiciled in Switzerland, you must declare global income and assets — including foreign accounts, properties and dividends.
When is the tax return deadline in Zug?
Your Zug tax return must be submitted by April 30th following the tax year. You can request an extension online at steuern.zg.ch.
When is filing required in Zug?
Earning more than CHF 120,000/year always requires filing. Lower income may still require or benefit from filing due to assets, securities or properties. Details are available at the Zug Cantonal Tax Office.
When do I always have to file a tax return in the Canton of Zug with a B permit?
Thresholds in Zug for a B permit: Gross annual income CHF 120,000 (even if married) / Global assets CHF 100,000 as of December 31 / Income from non-withholding taxed assets from CHF 2,000.
What if I pay withholding tax in Zug?
Depending on your situation, a refund via subsequent ordinary assessment (NOV) may be worthwhile. The application must be submitted by March 31 of the following year to claim deductions such as pillar 3a or pension fund buy-ins.
Missed your extension in Zug?
We help with extensions — book our express service if needed. Without an extension, you may face fines or estimated assessments, usually to your disadvantage.
Do you support expats, self-employed individuals or students filing in Zug?
Yes — especially in complex cases, professional support pays off. We guide expats, freelancers and students through the Zug tax system.
How to file a Zug tax return?
Electronically via the Zug eTax e-filing system or in paper form. With FIN, you can upload everything digitally through Trust FIN Tax Portal with two-factor authentication.
Joint account, unmarried — how to declare?
Each holder must declare their share (typically 50/50) correctly in their own return — both for capital balances and for income earned.
What about gifts and inheritance in Zug?
Gifts must be declared with full details on giver, amount and date. Zug has some of the most favourable gift and inheritance tax rules in Switzerland.
What does a tax return in Zug cost?
We offer fair flat rates customised to your needs — starting at CHF 280, with fixed packages personalised by complexity.
Can I submit my Zug tax return online?
Yes. Digital upload, communication and advice — all efficient and secure via Trust FIN Tax Portal with 2FA.
What happens with my Zug tax return if I move to a different canton during the year?
Your tax return is filed in the canton where you are officially registered on December 31st of the tax year.
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. We tailor the frequency to your preferences.
Do you also help with budgeting and financial organisation?
Yes, we assist you with budgeting, financial organisation and developing strategies to manage your finances more effectively.
Is online submission possible?
Yes. You can file digitally via the Zug eTax system or in paper form. With FIN, you can upload everything digitally through Trust FIN Tax Portal with two-factor authentication.
What happens if I miss the deadline?
Without an extension, you may face fines or estimated assessments — usually to your disadvantage. Act early.
Can FIN help if I'm late with my Zug tax return?
Absolutely. We can file for an extension or offer express service.
Can I handle everything online with FIN?
Yes. From checklists to final submission — digital and personal.
What about joint accounts if we're not married?
Typically split 50/50. Each holder must declare their share of capital and returns.
Are gifts and inheritance taxable in Zug?
They must be declared — with full details of giver, amount and date. Zug has some of the most favourable rules in Switzerland.
How much does it cost?
We offer flat rates tailored to your needs — with full transparency, starting at CHF 280.
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.