Compact tax return
You receive a professionally reviewed tax return, filed after your approval, with one standard review of the resulting tax assessment.
per tax year · CHF including 8.1% VAT.
You can enquire even if you have not decided. Making a selection does not place an order.
Compact tax return – individual: One person, one tax year and canton, one salary certificate and up to five simple bank accounts with complete digital records; excludes securities portfolios, property, self-employment, international matters and arrivals or departures during the tax year. Compact tax return – couple or family: One joint return, two salary certificates, up to ten simple bank accounts and two children; complete digital records and the same exclusions as Compact individual.
What is included
- Compact tax return – individual
- You receive a professionally reviewed tax return, filed after your approval, with one standard review of the resulting tax assessment.
- One person, one tax year and canton, one salary certificate and up to five simple bank accounts with complete digital records; excludes securities portfolios, property, self-employment, international matters and arrivals or departures during the tax year.
- If you need more help gathering records, we show you the CHF 249 document-support option before you commission work. It is your choice, not an automatic surcharge.
- The price covers one tax return, one tax year and one canton. The couple price requires a joint return; two separate returns are two assignments.
- Includes a document checklist, completeness check, one consolidated request for missing records, agreed standard deductions, preparation and professional review. We file after your approval and provide proof of submission.
- One customer-requested correction round before filing is included. A straightforward deadline extension needed during the assignment is included where the deadline can be extended.
- Both tax options include professional review, your approval, filing and one ordinary assessment check. That check remains included if the assessment arrives later or the mandate has ended.
- Document support adds the stated intake and extra document round; it is not unlimited collection of missing records. Each security that must be recorded counts separately; an entire portfolio is not automatically one position. A simple bank account counts as one position.
- Objections, supplementary declarations, complex international cases and legal representation require a separate specialist quote. Extra salary certificates, eligible positions or a suitable owner-occupied Swiss property are added only after the total price is confirmed.
- Choose a one-off assignment or an annually continuing mandate explicitly; neither is preselected.
- Your agreed price and scope remain in place throughout the continuing mandate, including renewals, until termination. New additional services are agreed separately in advance.
- Private clients retain the agreed VAT-inclusive price even if VAT changes; business clients retain the agreed net fee plus statutory VAT. New list prices apply only to new mandates. A continuing annual tax mandate is not a new mandate each year. Add-ons do not alter the existing base package.
- We clarify the suitable service and price for free. Professional work starts after your approval.
- We correct our own errors at no charge. Additional work starts only after your approval; ordinary internal overruns are not billed retrospectively.
- A short description is enough for the first enquiry. Share personal documents only through the agreed secure channel; passwords and identity confirmations stay with you.
- Compact tax return – couple or family
- You receive a professionally reviewed joint tax return, filed after your approval, with one standard review of the resulting assessment.
- One joint return, two salary certificates, up to ten simple bank accounts and two children; complete digital records and the same exclusions as Compact individual.
- One joint return with up to two children. The same Compact limits apply: no securities portfolios, property, self-employment, international cases or arrivals/departures during the tax year. For extra support, we show the CHF 349 document-support option.
- The couple price covers one joint tax return, not two separate returns.
Request a free quote on WhatsApp
We clarify the suitable service and price for free. Professional work starts after your approval.