tax Advisor st. gallen

    Tax consulting expats St. Gallen

    Telefonnummer 071 508 75 74

     

    Are you looking for a reliable tax advisor in St. Gallen? Then you’ve come to the right place. Our experienced tax experts are here to help you fill out your tax return correctly and provide you with personalized tax optimization strategies. We’re a professional firm based in the heart of St. Gallen and have successfully completed thousands of tax returns for individuals and businesses alike.

    We work with a wide range of clients, including private individuals, expats, sole proprietors, GmbHs, AGs, and startups. Our team offers consultations in German, English, French, and Italian to best suit your needs.

    Free Initial Consultation

     

    We offer a free 30-minute initial consultation to assess your tax situation and discuss how we can support you.

    Tax Return Services in St. Gallen – Transparent Pricing

    Let our experts take care of your tax return and help you save money through smart planning. Our fees are based on the complexity of your case:

     

    • Simple tax return for individuals or couples: CHF 100 – CHF 300

    • More complex tax return (including securities, mortgages, real estate, etc.): CHF 300 – CHF 1,000

    • Tax return for GmbH or AG: starting at CHF 800

    • Tax return for self-employed individuals with a completed annual report: CHF 500 – CHF 800

    • Tax advisory services for optimization: CHF 150 – CHF 300 per hour

    HAVE THE CHECKLIST FILLED OUT FOR YOUR TAX RETURN

    Have the checklist for the St. Gallen tax return completed:

     

    Personal data:

     

    Date of birth

    AHV number

    marital status

    denomination

    occupation

    employer

    Degree of employment in %

    Self-employed Yes or No

    Owner / partner of the company

    Telephone number private and business

    Email Address

     

    Underage children or children in education:

     

    surname / first name / year of birth of children

    School or teaching company

    End of training

    Income in tax from (acquisition / scholarships / pensions)

    Lives in the same household Yes or No

     

    People in need of support:

     

    Name / first name / year of birth

    Place of residence and address

    Benefit amount in tax year

    Lives in the same household Yes or No

     

    General:

     

    Copy of last tax return

    Copy of the last investment decision

    Residence on 01.01. and 31.12

    On marriage / separation / divorce: Date

    Securities and credit balances from pre-receipt, inheritance, gift, assigned or received

     

    Income at home and abroad:

     

    All salary statements for main and secondary employment, attendance fees, VR fees, etc.

    In the case of self-employment: Definitive annual accounts with account sheets

    Certificates for AHV, IV, pension fund and other pensions

    Accounting for daily benefits from accidents and illness as well as unemployment and EO compensation

    Directly paid child and family allowances

    Maintenance payments from divorced / separated spouses for themselves and children

    capital compensation

    Undistributed inheritances

    Other incomes

     

    Real estate:

     

    Canton / municipality / street with number / parcel or STWEG no. / year of construction

    New estimates received during the tax year

    Net rental income per tenant

    Information on residential rights and other income

    Paid interest on right venter's margin

    Copies of invoices for effective maintenance costs

    Letting of furnished holiday apartments

     

    Securities:

     

    Balance as at 31.12 and gross interest for the tax year of all bank accounts (interest statements)

    Newly opened accounts and balanced accounts

    Equities / Bonds / Funds

    Loan and current account balances

     

    Professional expenses:

     

    Travel expenses (public transport subscription, motorbike, private car km per day)

    External catering (number of days) / canteen available?

    Additional costs for weekly stays

    Training and retraining costs

     

    Debts:

     

    Mortgages, loans, loans at 31.12 and interest paid

    Interest subsidies directly received

     

    Insurance premiums:

     

    Health insurance and accident insurance premiums

    Reimbursement of health insurance premiums

    Life insurance surrender value as at 31.12

     

    Medical expenses:

     

    Copies of invoices for high self-paying medical and dental expenses, hospital, nursing home, Spitex less reimbursements from health insurance funds

     

    Other deductions:

     

    Maintenance contributions to spouses and children living separately / divorced

    AHV and accident insurance contributions

    Certificate of years of purchase for occupational pension plan Pillar 2

    Certificates of contributions to pillar 3a