Tax law expertise you can rely on

We advise and support individuals and businesses in tax law matters in Switzerland. Our services include assisting with the disclosure of previously undeclared income and assets through voluntary disclosure or subsequent declaration procedures, as well as providing support in ongoing or impending tax criminal proceedings. Swiss tax law distinguishes between tax evasion and tax fraud, making careful legal and tax assessment essential.

We handle binding requests to the tax authorities in the form of tax rulings, for example in relation to valuation issues concerning foreign shareholdings, the classification of foreign life insurance policies or pension funds, the taxation of a company sale, or questions regarding the documents to be submitted. We also represent you in objections, appeals, and other tax law proceedings, and handle communication with the tax authorities on your behalf.

As part of tax proceedings, we assist you in responding to requests from the tax authorities, particularly regarding changes in assets, renovation costs for real estate, education and training expenses, commuting expense deductions, or employee share participation schemes. In international tax matters, we advise you on regulations such as the Automatic Exchange of Information (AEOI), double taxation agreements (DTAs), and other international rules designed to prevent double taxation.

For Swiss taxpayers with income or assets abroad, full disclosure is required. We advise you if you are uncertain about your tax obligations and explain when a voluntary disclosure may be appropriate, as failure to disclose may result not only in additional taxes but also in financial penalties. Please note that a penalty-free voluntary disclosure may no longer be possible if the tax authorities have already initiated investigations or enquiries.

Under the Automatic Exchange of Information (AEOI), financial institutions and insurance companies transmit relevant information to the tax authorities, including identification data, tax identification numbers, interest income, dividends, insurance proceeds, and account balances. Double taxation agreements (DTAs) help ensure that income is not taxed twice, while also allowing the exchange of information between countries in certain cases. If your tax situation involves the United States, we also advise you on the implications of FATCA and the tax obligations of U.S. citizens and Green Card holders.