Tax advisory for your personal and business needs

We support individuals and businesses with tax optimisation, tax planning, and complex tax matters. Our goal is to develop a legally compliant, transparent, and sustainable tax strategy tailored to your specific situation.

We optimise your taxable income and wealth by taking all relevant deductions into account. These include, in particular, professional expenses, investment and dividend income, contributions to pillar 3a, and pension fund buy-ins. Our advice is tailored to your individual circumstances and personal financial goals. We take your retirement planning, private savings objectives, and medium- to long-term financial planning into consideration. Tax optimisation measures are particularly beneficial from the age of 50, but can also be implemented effectively at an earlier stage.

The imputed rental value of owner-occupied houses and apartments is treated as taxable income in Switzerland. When purchasing real estate, property taxation should therefore be considered at an early stage of the decision-making process. Renovation and maintenance costs may be tax-deductible and can offer significant tax optimisation opportunities. We provide comprehensive advice on the deductibility of maintenance, repair, and restoration costs, as well as on property sales and real estate capital gains tax.

We assist you with voluntary disclosures and the declaration of previously undeclared income and assets. We also support you in ongoing or impending tax criminal proceedings. Under Swiss tax law, a distinction is made between tax evasion and tax fraud. We advise you discreetly, professionally, and with a focus on practical solutions throughout every stage of the proceedings.

We handle objections, appeals, and other tax law proceedings for individuals and businesses. We represent your interests before the Swiss tax authorities at the municipal, cantonal, and federal levels.

We advise you on international tax matters, particularly in relation to double taxation agreements (DTAs) for income and assets held in multiple countries. Since 1 January 2018, international administrative assistance has been complemented by the Automatic Exchange of Information (AEOI). We also provide expert guidance on cross-border income and asset situations.

We provide comprehensive advice on investment and dividend income. In many cases, investment management fees are tax-deductible. Withholding taxes on investment income from the United States, the EU, and other countries can often be reclaimed. Qualified shareholdings in corporations generally benefit from tax relief at both the federal and cantonal levels. Under certain conditions, the Swiss Corporate Tax Reform II even allows for a substantial or complete exemption from dividend taxation. Swiss withholding tax on interest and investment income is generally refundable for individuals who are subject to taxation in Switzerland.

We advise you on the tax treatment of severance payments. In particular, from the age of 55, certain tax relief may be available under specific conditions when you permanently cease gainful employment.

We support businesses with tax planning, the optimisation of tax filing deadlines, and the taxation of business income and social security contributions. Our services cover sole proprietorships and partnerships, including general partnerships, limited partnerships, and simple partnerships, as well as corporations such as limited liability companies (GmbH) and public limited companies (AG). Further information on corporate taxation can be found at www.meili-consulting.ch.