THE TAX PRACTICE
THE TAX PRACTICE
THE TAX PRACTICE
Experience the Difference
Experience the Difference
Meet The Tax Practice, your dedicated team of experts in tax consulting and tax compliance. Led by US Tax Advisor Patrick Evans and Swiss Tax Advisor Elena Schäfer-Nikolski. Our dynamic team navigates the complexities of international tax law, offering personalized solutions for expatriates and private clients in Switzerland.
Meet The Tax Practice, your dedicated team of experts in tax consulting and tax compliance. Led by US Tax Advisor Patrick Evans and Swiss Tax Advisor Elena Schäfer-Nikolski. Our dynamic team navigates the complexities of international tax law, offering personalized solutions for expatriates and private clients in Switzerland.
Sign our Engagement Letter
Sign our Engagement Letter
Signing our engagement letter is the first step to initiate the tax return preparation process. Our engagement letter outlines the terms and conditions of our services.
Deadline extension
Deadline extension
We extend the tax filing deadline for all our existing clients automatically. All new clients need to request the deadline extension in written before end of March.
Review, sign and submit
Review, sign and submit
Review your tax return carefully and don’t hesitate to let us know if you have any questions. Once you accept the declaration, we can file it for you electronically.
Sign our Engagement Letter
Signing our engagement letter is the first step to initiate the tax return preparation process. Our engagement letter outlines the terms and conditions of our services.
Sign our Engagement Letter
Signing our engagement letter is the first step to initiate the tax return preparation process. Our engagement letter outlines the terms and conditions of our services.
Answer questions and upload documents
Answer questions and upload documents
Answer questions and upload documents
Complete our tax questionnaire to insure we have the full picture of your tax situation, upload all tax relevant documents to our secure server. We will review your file and provide you with a feedback of completeness.
Complete our tax questionnaire to insure we have the full picture of your tax situation, upload all tax relevant documents to our secure server. We will review your file and provide you with a feedback of completeness.
Deadline extension
We extend the tax filing deadline for all our existing clients automatically. All new clients need to request the deadline extension in written before end of March.
Deadline extension
We extend the tax filing deadline for all our existing clients automatically. All new clients need to request the deadline extension in written before end of March.
Tax Return preparation
Tax Return preparation
Tax Return preparation
Our team of experts prepares your tax return based on your information and documents provided. We guarantee a concern of the best outcome for you by claiming all possible deductions in your favor.
Our team of experts prepares your tax return based on your information and documents provided. We guarantee a concern of the best outcome for you by claiming all possible deductions in your favor.
Review, sign and submit
Review your tax return carefully and don’t hesitate to let us know if you have any questions. Once you accept the declaration, we can file it for you electronically.
Trusted Advisors
Trusted Advisors
Trusted Advisors
US Tax Practice
US Tax Practice
Patrick Evans
Patrick Evans
CPA, CGMA
US Tax Advisor
SWISS Tax Practice
SWISS Tax Practice
Elena Schäfer-Nikolski
Elena Schäfer-Nikolski
SWISS Tax Advisor
Our Services
Our Services
US
US
Compliance
I have never filed US taxes before. I’m not compliant with my US tax obligations. Get back on track with OVDP and Streamlined Filing Compliance Procedures.
Expatriation
Goodbye America! Hello Switzerland! I am thinking of expatriation or exiting the US Tax system. We help US Tax Payers with the complexities of expatriation.
Tax Planning & Optimization
I want to pay less US taxes. Are you paying too much to the U.S. government? We help US Tax payers in Switzerland to optimize their US Taxes.
Foreign Bank Account Reporting
I need help opening a Swiss bank account and reporting my foreign bank account. We help US Tax payers with FBARs and Swiss bank accounts.
US Tax Preparation
I have filed US taxes before. I am tax compliant. I need help with US Tax Preparation. We help US Taxpayers in Switzerland and Europe with US tax forms.
Compliance
I have never filed US taxes before. I’m not compliant with my US tax obligations. Get back on track with OVDP and Streamlined Filing Compliance Procedures.
Expatriation
Goodbye America! Hello Switzerland! I am thinking of expatriation or exiting the US Tax system. We help US Tax Payers with the complexities of expatriation.
Tax Planning & Optimization
I want to pay less US taxes. Are you paying too much to the U.S. government? We help US Tax payers in Switzerland to optimize their US Taxes.
Foreign Bank Account Reporting
I need help opening a Swiss bank account and reporting my foreign bank account. We help US Tax payers with FBARs and Swiss bank accounts.
US Tax Preparation
I have filed US taxes before. I am tax compliant. I need help with US Tax Preparation. We help US Taxpayers in Switzerland and Europe with US tax forms.
SWISS
SWISS
Introduction to the Swiss Tax System for Expats
Moving to Switzerland can be an exciting and rewarding experience. However, it’s important to understand the Swiss tax system in order to make the most of your stay. The Swiss tax system is composed of three levels of government: federal, cantonal, and municipal. Each level levies different taxes, from income tax to social security contributions. Understanding this complex system is key in order to optimize your taxes and benefit from a favorable tax environment in Switzerland.
Guidance of Swiss Social & Pension System
The Swiss social and pension system is made up of several compulsory and voluntary contributions. These include taxes such as health insurance and pension contributions, which are mandatory and generally deducted at source from your salary. To ensure you are aware of your rights, obligations and potential savings, it is essential to get an overview of the social system in Switzerland.
Tax Optimization Analysis
The Swiss taxation system allows for a certain degree of optimization depending on your country of origin and the canton you choose to work in or live in. A detailed analysis of your income and expenses can help you identify ways to minimize your tax burden, such as opting for lump sum extraction or annuity at retirement, or taking advantage of double taxation treaties with other countries.
Arrival / Departure Consultations
When arriving in Switzerland or leaving the country it is important to take into account various aspects that could affect your taxes such as double taxation agreements or capital gains tax due to selling off assets abroad. Consulting an experienced partner can help you understand how to manage your wealth optimally when entering or leaving Switzerland, making sure you benefit from all the advantages that Swiss taxation offers while avoiding any unpleasant surprises.
Review of relevant tax documents
Before filing your taxes, it’s important to make sure you have all the necessary documents. This includes your salary certificate(s) if you are an employee, accounts if you are self-employed, pension statements, and any other documents that may be required to declare your income and assets.
Tax optimization analysis
Tax optimization analysis is a great way to ensure that you’re taking full advantage of the deductions and credits available to you. There are tools available to help you analyze your tax situation and make sure you get the most out of your returns.
Tax pre-estimate
Once you’ve reviewed all of your relevant tax documents, it’s time to pre-estimate what you owe on your taxes. This can help give you a better idea of how much money you need to set aside for tax payments and help you plan for the future.
Tax return filing
Once a taxpayer has reviewed all relevant documents, analyzed their financial situation, and made a pre-estimate of taxes owed, it is time to file their tax return. This involves gathering all necessary documentation and submitting it to the relevant tax authority for processing. After filing, taxpayers should keep copies of all documents for future reference in case of an audit or other issues that may arise.
Review of tax assessments
We review your tax assessments and tax bills (provisional and final) and provide you with a feedback.
No need of forwarding
We receive your tax forms directly from the tax office, there would be no need for you to forward it to us.
Extension of deadline
We extend your filing deadline for you.
Tax correspondence with the tax authorities
We take over the whole correspondence with the tax office.
Calling on your behalf
We can call the tax office on your behalf if required.
Answering requests on your behalf
We answer the requests and questions from the tax authorities on your behalf.
Introduction to the Swiss Tax System for Expats
Moving to Switzerland can be an exciting and rewarding experience. However, it’s important to understand the Swiss tax system in order to make the most of your stay. The Swiss tax system is composed of three levels of government: federal, cantonal, and municipal. Each level levies different taxes, from income tax to social security contributions. Understanding this complex system is key in order to optimize your taxes and benefit from a favorable tax environment in Switzerland.
Guidance of Swiss Social & Pension System
The Swiss social and pension system is made up of several compulsory and voluntary contributions. These include taxes such as health insurance and pension contributions, which are mandatory and generally deducted at source from your salary. To ensure you are aware of your rights, obligations and potential savings, it is essential to get an overview of the social system in Switzerland.
Tax Optimization Analysis
The Swiss taxation system allows for a certain degree of optimization depending on your country of origin and the canton you choose to work in or live in. A detailed analysis of your income and expenses can help you identify ways to minimize your tax burden, such as opting for lump sum extraction or annuity at retirement, or taking advantage of double taxation treaties with other countries.
Arrival / Departure Consultations
When arriving in Switzerland or leaving the country it is important to take into account various aspects that could affect your taxes such as double taxation agreements or capital gains tax due to selling off assets abroad. Consulting an experienced partner can help you understand how to manage your wealth optimally when entering or leaving Switzerland, making sure you benefit from all the advantages that Swiss taxation offers while avoiding any unpleasant surprises.
Review of relevant tax documents
Before filing your taxes, it’s important to make sure you have all the necessary documents. This includes your salary certificate(s) if you are an employee, accounts if you are self-employed, pension statements, and any other documents that may be required to declare your income and assets.
Tax optimization analysis
Tax optimization analysis is a great way to ensure that you’re taking full advantage of the deductions and credits available to you. There are tools available to help you analyze your tax situation and make sure you get the most out of your returns.
Tax pre-estimate
Once you’ve reviewed all of your relevant tax documents, it’s time to pre-estimate what you owe on your taxes. This can help give you a better idea of how much money you need to set aside for tax payments and help you plan for the future.
Tax return filing
Once a taxpayer has reviewed all relevant documents, analyzed their financial situation, and made a pre-estimate of taxes owed, it is time to file their tax return. This involves gathering all necessary documentation and submitting it to the relevant tax authority for processing. After filing, taxpayers should keep copies of all documents for future reference in case of an audit or other issues that may arise.
Review of tax assessments
We review your tax assessments and tax bills (provisional and final) and provide you with a feedback.
No need of forwarding
We receive your tax forms directly from the tax office, there would be no need for you to forward it to us.
Extension of deadline
We extend your filing deadline for you.
Tax correspondence with the tax authorities
We take over the whole correspondence with the tax office.
Calling on your behalf
We can call the tax office on your behalf if required.
Answering requests on your behalf
We answer the requests and questions from the tax authorities on your behalf.
Intuitive System
Intuitive System
Intuitive System
We are here for you
One-click access
Autosaving
Client view
Mobile
Interact with your tax advisors directly from the questionnaire.
Allow clients to ask questions when they get stuck, so you can provide direction and simplify their experience.
We are here for you
One-click access
Autosaving
Client view
Mobile
Interact with your tax advisors directly from the questionnaire.
Allow clients to ask questions when they get stuck, so you can provide direction and simplify their experience.
We are here for you
One-click access
Autosaving
Client view
Mobile
Interact with your tax advisors directly from the questionnaire.
Allow clients to ask questions when they get stuck, so you can provide direction and simplify their experience.
FATCA Explained In 2 Minutes For US Tax Payers Abroad
FATCA Explained In 2 Minutes For US Tax Payers Abroad
FATCA Explained In 2 Minutes For US Tax Payers Abroad
Watch this quick and fun presentation.
Watch this quick and fun presentation.
US Tax FAQ's
US Tax FAQ's
US Tax FAQ's
Do I need to file a tax return since my income is only from Switzerland?
What is the due date of the Tax return since I live abroad?
Is it true that non-cah employer provided amounts (housing, food, automobiles, etc) are taxable?
How are moving expenses treated?
Wht is the foreign tax credit?
What is the foreign earned income exclusion?
Can I take exemptions?
Can I use the standard or itemized deductions?
What is the physical presence test or bonafide resident and why are they important?
Do I need to pay quarterly estimated taxes?
Do I need to pay quarterly estimated taxes?
Do I need to report foreign accounts?
SWISS Tax FAQ's
SWISS Tax FAQ's
SWISS Tax FAQ's
Do I qualify as an expatriate?
Are Swiss taxes deductible in the US tax declaration?
Can I claim home office expenses?
What is the deadline for filing a Swiss Tax Return?
I have not declared some of my taxable income/wealth assets for several years. What should I do?
What can I claim as an expatriate?
If I don't have to file a Swiss Tax Return, can I still claim some of my expenses?
Are there any consequences for minor mistakes in the tax return?
Do I have to file a Swiss Tax Return?
Should I report a foreign real estate property in my Swiss tax declaration?
I have not declared some of my taxable income/wealth assets for several years. What should I do?
Visit Us In Our Office
Visit Us In Our Office
Visit Us In Our Office
Burghaldenstrasse 25, 5600 Lenzburg, Switzerland
Burghaldenstrasse 25, 5600 Lenzburg, Switzerland
