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Basel Tax Advisory

Why delegate your Basel tax return?

Thousands in Basel rely on professional support to file their tax return, and for good reason:

  • Save time and avoid mistakes with FIN
  • Basel tax law changes every year
  • We remind you in time for tax-saving opportunities


We handle the process for you – clearly, reliably, and without jargon.

Three Simple Steps

Initial Consultation

Step one

Initial consulation

Tell us about your situation.
In our first, non-binding consultation, we take the time to understand your individual needs in detail.

From the very beginning, you benefit from full transparency with clear, fixed prices – without hidden fees or unexpected costs.

Document Submission

Step two

Your personal checklist is automatically created by Smart eTax based on the information you provide.

Through our client portal with two-factor authentication, you can securely access and manage your documents in the Swiss cloud.

Full Review &
Optimization

Step three

Full review and optimization

We don’t just fill out the form. We look for ways to optimize – for this year and the next.


Because good tax advisory goes beyond paperwork.

Tax Advisory in Basel – the way it should be.

We support you personally – at every stage of life. Our services at a glance:

Basel Tax Declaration

For all cantons. Transparent flat fee and personal support.

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From your first contact to secure document upload via Smart eTax – we guide you throughout. We review your final tax assessment and closing invoice. You focus on what matters – we handle the rest.

From your first contact to secure document upload via Smart eTax – we guide you throughout.

We review your final tax assessment and closing invoice from the Basel Tax Office.

You focus on what matters – we handle the rest.

Personalised Tax
Planning

Optimise your situation – whether private or as an expat.

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Tax is personal. We know that. That’s why we bring deep expertise and clarity to every conversation. With FIN, tax planning becomes an opportunity – not a burden. Start early, stay ahead.

Tax is personal. We know that. That’s why we bring deep expertise and clarity to every conversation. With FIN, tax planning becomes an opportunity, not a burden. Start early, stay ahead.

Cross-border & Expat Tax Advisory

Clarity on double taxation, weekly residence, withholding tax & international cases?

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We know the international context. Whether ESOPs, real estate abroad, or foreign income, FIN is the right partner for your Aargau tax return.

Yes Please. The international context is our daily bread and butter.

We understand how to deal with the requirements of foreign citizens (expatriates).

  • Employee share ownership plans (ESOP/PSOP)
  • Real estate abroad
  • Other income from abroad
  • Assets abroad
  • Flat-rate taxation

We expertly guide you through your tax return in Basel-Stadt and Baselland.

Financial Planning

Covering retirement, inheritance, investments, and real estate.

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After taxes come the bigger questions. With FIN, you benefit from holistic advice, and one
advisor for all financial matters.

After taxes come the bigger questions. With FIN, you benefit from holistic advice and one advisor for all financial matters.

Clear & Flexible Packages

With FIN, you always know what to expect. Our flat-rate model adjusts to your situation and
is made of transparent components.

Additional Services

Mid-year tax filing

CHF 150

Non-Zurich canton surcharge

CHF 100

Dual income

CHF 200

Inter-cantonal property allocation

CHF 200

International asset allocation

CHF 200

Real estate per property

CHF 150

Real estate cost breakdown

CHF 250

Asset declarations
(e.g. bank accounts)

CHF 10 per item

Alimony

CHF 50 per item

Self-employed Form A

CHF 150

Form DA-1
(foreign withholding tax)

CHF 200

Basic representation

CHF 400

Full representation incl. objection

+CHF 600

Priority turnaround
(within 5 days)

CHF 200

Urgent cases

Double rate

Withholding tax rate correction

from CHF 300

ANOBAG salary certificate

CHF 350

Hourly Consulting

CHF 350

Find your North
Star

We believe true financial advisory – it’s about understanding where you want to go.

Meet FIN in an initial consultation — and let us get to know you. Together, we’ll find your North Star from where you stand in life.

Transparent, tailored to your needs, and always by your side.

Frequently Asked Questions—
Tax Advisory in Basel

Here’s what people often want to know before getting started with FIN.

Do I need to declare foreign income and assets in Basel?

Yes. If you live in Switzerland, you must declare your global income and assets – including foreign accounts, property, and dividends.

What if I pay withholding tax in Basel?

If you earn more than CHF 120,000/year, you must file a tax return.
Below that, you may benefit from a refund via a retroactive ordinary assessment (NOV).

What happens with my Basel tax return if I move to a different canton during the year?

Your tax return is filed in the canton where you are officially registered on December 31 of the tax year.

Can I file the Basel Tax Return online?

Yes. Use “EasyTax Basel or ETAX Baselland” or submit in paper form.

What happens if I miss the deadline?

Without an extension, you may face fines or an estimated assessment – often to your disadvantage. Act early.

Can FIN help if I’m late with my Basel Tax Return?

Absolutely. We can file for an extension or offer express service.

Do you also help with budgeting and financial
organization?

Yes, we assist you with budgeting, financial organization, and
developing strategies to manage your finances more effectively.

Can I do everything online with FIN?

Yes. From checklists to submission – digital and personal.

What happens if I miss the deadline?

Without an extension, you may face fines or estimated assessments – usually to your disadvantage. Act early.

Can FIN help if I’m late?

Absolutely. We can file for an extension or offer express service.

Can I handle everything online with FIN?

Yes. From checklists to final submission – digital and personal.

What about joint accounts if we’re not married?

Typically split 50/50. Each holder must declare their share of capital and returns.

Are gifts and inheritance taxable in Basel?

They must be declared – with full details of giver, amount, and date.

How much does it cost?

We offer flat rates tailored to your needs – with full transparency.

Do you offer independent investment advice?

Yes, we provide independent investment advice based on your
goals, risk tolerance, and financial situation, without promoting
specific products.

What types of investments do you recommend?

We recommend a broad range of investment options, including
funds, ETFs, and other diversified instruments, always tailored
to your individual needs and preferences.

Do you manage investments or only advise?

We do not manage assets or engage in daily trading. Instead, we help you decide whether to delegate asset management or manage your investments yourself. We act as your sparring partner, supporting you with strategy and decision-making.

Can you review my existing investment portfolio?

Yes, we can review your current investment portfolio, assess its
suitability, and suggest improvements to better align with your
goals.

Hear From our
Satisfied Clients

„The team is knowledgeable and made the complex process of tax preparation straightforward and stress-free.“

„Thank you once again for the valuable advice, which I’ve followed and agreed with. We stay in touch.“

„Since moving to Switzerland, FIN has supported me with all my financial matters – always professional and easy to work with.

Big thanks to Marlon and the whole team.“

„My questions were answered quickly and easily. I was very satisfied with your work.“

„I'm absolutely satisfied. My tax return was processed incredibly fast, and the communication was smooth and straightforward.

Everything was handled digitally.“

„Thank you!
 
It's been super fun to meet and thank you so much for all your insights.“