Tax advice

Trust your tax affairs to the best tax experts.

Taxation

“The best of all taxes is the smallest” (Jean-Baptiste Say)

We support our clients with their tax obligations, implementing effective solutions that comply with the best practices accepted by the federal and cantonal tax authorities. We have extensive experience in wealth and estate planning, both in a Swiss and an international context.

Our services: comprehensive, personalised expertise

Taxation for private clients and entrepreneurs

We assist private individuals, entrepreneurs and cross-border commuters with all their tax affairs :

  • preparing tax returns
  • checking tax assessments, drafting tax claims and appeals, representing clients before tax authorities and the courts
  • financial and tax planning in the context of asset transfers
  • analysis with regard to tax liability in Switzerland on the basis of assets or income, in the event of arrival in or departure from Switzerland
  • real estate taxation
  • taxation of work tools, shareholders, managerial staff, and cross-border commuters
  • implementation of staff profit-sharing plans and company regulations (legal and tax aspects)
  • negotiation of tax rulings
  • advice on withholding tax
  • advice on gift and inheritance tax,
  • property gains tax
  • advice on pension taxation
  • advice on tax compliance and voluntary disclosure procedures

Corporate taxation

Our tax solutions for Swiss and international companies cover:

  • preparation of tax returns
  • verification of tax assessments, drafting of tax claims and appeals, representation before tax authorities and the courts
  • tax advice during restructuring of Swiss or international companies or groups
  • advice and audit in VAT, withholding tax, stamp duties
  • advice on trusts, foundations, associations and sports federations
  • real estate taxation
  • tax rulings negotiations
  • analysis of tax liability in Switzerland in respect of profits and capital, in the event of arrival in or departure from Switzerland
  • corporate finance advice
  • advice on company reorganisations and restructurings
  • advice on transfer pricing and minimum taxation in Switzerland of international companies

Why choose us?

  • in-depth knowledge of federal and cantonal tax laws and international treaties, particularly with France
  • robust solutions that comply with best practice and are accepted by the tax authorities
  • tailor-made assistance to protect your business and optimise your finances

Contact us

For more information, contact our experts.

Lausanne

Ursula Baldé

Partner
Responsible for the tax department
Private clients and entrepreneurs
Geneva

Christophe Decouvette

Partner
Responsible for the tax department
Companies and groups

Our other services

Secure transfer of your documents via SwissTransfer

To make sending your documents easier, we recommend using SwissTransfer, a secure service offering a transfer capacity of up to 50 GB. Ideal for large files, this service guarantees a fast and efficient solution for documents that cannot be sent by email due to their size.

How to use SwissTransfer

  1. Upload your files to the SwissTransfer platform.
  2. Generate a download link.
  3. Share this link with us by email.

Files will be available for 30 days, giving you great flexibility to organise your shipments.

Important:
Although we recommend this service for its simplicity and reliability, the responsibility for the transfer and security of the data remains under your control. We invite you to check the information shared to ensure its accuracy and protection.

SwissTransfer is managed by Infomaniak, a Swiss hosting company recognised for its compliance with security and confidentiality standards. The data transferred is hosted exclusively in Switzerland, offering maximum protection in line with Swiss and European data protection standards.

Newsletter subscription

Exclusive analyses, practical advice and the latest trends in taxation, wealth planning and business transfers – don’t miss our news. Sign up now to stay informed.

Secure transfer of your documents via SwissTransfer

To make sending your documents easier, we recommend using SwissTransfer, a secure service offering a transfer capacity of up to 50 GB. Ideal for large files, this service guarantees a fast and efficient solution for documents that cannot be sent by email due to their size.

How to use SwissTransfer

  1. Upload your files to the SwissTransfer platform.
  2. Generate a download link.
  3. Share this link with us by email.

Files will be available for 30 days, giving you great flexibility to organise your shipments.

Important:
Although we recommend this service for its simplicity and reliability, the responsibility for the transfer and security of the data remains under your control. We invite you to check the information shared to ensure its accuracy and protection.

SwissTransfer is managed by Infomaniak, a Swiss hosting company recognised for its compliance with security and confidentiality standards. The data transferred is hosted exclusively in Switzerland, offering maximum protection in line with Swiss and European data protection standards.

Newsletter subscription

Exclusive analyses, practical advice and the latest trends in taxation, wealth planning and business transfers – don’t miss our news. Sign up now to stay informed.