Delegate your Geneva tax return to a trusted tax advisor who speaks your language and understands the Swiss system.

Geneva Tax Advisory

Why get help with your Geneva tax return?

Thousands of Geneva residents trust professional tax support to save time, reduce errors and maximise deductions.

  • Save time and avoid costly mistakes
  • Up-to-date knowledge of Swiss and Geneva tax law
  • Proactive reminders for tax-saving opportunities

We handle your tax return from start to finish – reliable, on time and without technical jargon.

Three Simple Steps

Initial Consultation

Step one

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

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


Because smart tax advisory goes beyond paperwork.

Tax advisory in Geneva – professional, personal, reliable.

Our Geneva tax advisors support individuals, expats and self-employed professionals with comprehensive Swiss tax services – from annual tax return filing to ongoing tax planning and optimisation.

We provide expert guidance at every stage of life, ensuring your tax declaration in Geneva is accurate and strategically structured.

Our services at a glance:

Expat Tax Advisory in Geneva

Clear guidance on double taxation, Swiss withholding tax and international reporting obligations. 

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Clarity around double taxation, withholding tax & reporting obligations.

Our Geneva tax advisors specialise in supporting expats with Swiss tax returns and cross-border taxation.

  • 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 Geneva, making sure it is compliant and optimised.

Geneva Tax
Return Filing

Professional tax return filing for individuals and expats in the Canton of Geneva. Our advisors understand cantonal and Swiss tax law – always with an international perspective. We offer transparent, flat-fee rates and support tailored to your personal situation.

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For the canton of Zurich. Transparent flat fee and personal support.

From your first consultation to secure digital document upload via Smart eTax, we guide you through the entire Geneva tax declaration process.

We review your final tax assessment and closing invoice from the Geneva Tax Office to ensure accuracy and transparency.

You focus on what matters, we’ll handle your Swiss tax return efficiently and reliably.

Individual Tax
Planning

Strategic tax planning is essential for individuals and expats living in Geneva.

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Optimise your situation – whether private or as an expat.

We help you optimise your tax position under Swiss tax law – whether privately, as an expat or as a self-employed professional. Early planning allows you to reduce tax liabilities, structure income efficiently and make informed financial decisions.

Strategic Financial Planning

Beyond tax returns, we provide holistic financial advisory services in Geneva – covering retirement planning, inheritance structuring, investments and real estate.

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Covering retirement, inheritance, investments, and real estate.

By combining tax expertise with financial planning, we help you build long-term strategies aligned with Swiss regulations and your personal goals.

Clear & Flexible Packages

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

Questions still lingering?
We’re here with the answers you need.

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

Do I have to declare foreign income/assets in my Geneva tax return?

Yes, all worldwide income and assets must be declared if your main residence is in Switzerland.

What if I pay tax at the source in Geneva?

If you earn over CHF 120,000/year, you must also file a tax return. Below that, you may still benefit from a refund via the NOV process.

When is the tax return deadline in Geneva?

Your Geneva tax return must be submitted by March 31st following the tax year.

When is tax filing required in Geneva?

Earning more than CHF 120,000 always requires filing. Lesser income may still require or recommend filing due to assets, securities, or properties.

Are gifts and inheritance taxable in Geneva?

Gifts must be declared, including details on recipient, amount, and date.

How much do you charge to support my Geneva tax return?

We offer fair flat rates, customised for your needs: starting at CHF 280; fixed package personalised by complexity.

Missed your tax return deadline extension in Geneva?

We help with extensions – book our express service if needed.

Do you support expats, self-employed individuals, or students needing to file in Geneva?

Yes, especially in complex cases, professional support pays off.

Can I submit my Geneva tax information to you online?

Yes. We support you digitally – all digital uploads, communication and advice are secure.

What happens if I file late?

Without extension, you may face reminders or arbitrary assessments.

What happens with my Geneva 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 31st of the tax year.

How to file?

Electronically via eFiling or by paper.

What if I have a joint account but am unmarried?

Each person must declare their share (e.g. 50/50) correctly in their return.

Do I need to declare foreign assets or income in Geneva?

Yes. If you’re domiciled in Switzerland, you must declare global income and assets – including foreign accounts, properties, and dividends.

Do I have to file a tax return in the Canton of Geneva with a B permit?

Thresholds in the Canton of Geneva for a B permit:

Monthly income: CHF 10,000

Gross annual income: CHF 120,000

I’m taxed at the source in Geneva – what do I need to do?

If you earn over CHF 120,000/year, you must also file a tax return. Below that, you may still benefit from a refund via the NOV process.

What happens with my Geneva 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 31st of the tax year.

Is the initial consultation free of charge?

Yes, your first consultation with us is completely free and
without obligation. This allows you to get to know us and
discuss your needs before making any commitments.

Why should I choose independent financial advice?

Independent financial advice ensures that recommendations
are made in your best interest, free from conflicts of interest or
product sales pressure. Our only goal is to help you achieve
your financial objectives.

How is an independent advisor different from a bank consultant?

Unlike bank consultants, who may be tied to specific products or services, independent advisors offer unbiased guidance and access to a wider range of solutions tailored to your individual situation.

How do you get compensated for your services?

Our compensation is transparent. We typically work on a fee basis, which we discuss and agree upon with you in advance. This ensures our advice remains objective and in your best interest.

Am I entering into a long-term commitment?

No, you are not required to enter into a long-term contract. Our services are flexible, and you decide how long you wish to work with us.

How often do we review my financial situation?

We recommend reviewing your financial situation at least once a year or whenever there are significant changes in your life. However, we can tailor the frequency of reviews to your preferences and needs.

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.

Is online submission possible?

Yes. You can file digitally using “Private Tax” or in paper form.

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 with my Geneva Tax Return?

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 Geneva?

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 it suitability, and suggest improvements to better align with your goals.