Expat Tax Advisory in Zug
Tax Return for Zug
Do you want to file your tax return without hassle and need a partner to take care of the details?
Want to delegate your Zug tax return to someone you trust – and who speaks your language?
With FIN, you get more than just a service: honest support, clear communication, and real
value.
Tax advisory in Zug – personal, digital, and efficient.
30th April
Zug Tax Return Deadline
Remember that the deadline for submitting your tax return in the Canton of Zug for individuals is April 30th.
Clarity, not complexity.
Our principle is simple: everyone deserves financial clarity and real guidance.
Zug Tax Advisory
Why delegate your Zug tax declaration?
Many people in Zug rely on professional support for their tax return—for good reasons:
- Save time and avoid mistakes with FIN
- Zug tax law changes every year
- We remind you in time for tax-saving opportunities
We handle everything for you—clear, structured, and jargon-free.
Three Simple Steps
Intro Call & Assessment
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.
Submit Documents
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 not only review your return for accuracy. We highlight where you can optimize your taxes—now and for the future.
Because smart tax advice is more than filling a form, it points you in the right direction.
Tax Advisory in Zug—As It Should Be
We support you personally—at every life stage.
Expats in Zug:
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- 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 Zug.
Tax Return Zug:
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Individual Tax Planning:
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Strategic Financial Planning:
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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.
Basic Package
Make the most of all available tax deductions.
- Tax return filing
- Deadline extension
- Add-ons based on complexity
from CHF 280
Most appreciated
Premium Package
We fully represent you with the tax authorities & take care of all the tax hassle for you.
- Everything from Basic
- Personal consultation
- Full representation
- Document requests from tax authorities
- Objection process support
from CHF 1’180
All Inclusive
Moving to Switzerland or not — we’ve got you covered.
- Everything from Premium
- Priority processing
- No extra charges
from CHF 4’800
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
Truly Independent Financial Advice
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 Return in Zug
Here’s what people often want to know before getting started with FIN.
Do I have to declare foreign income/assets in my Zug tax return?
Yes, all worldwide income and assets must be declared if your main residence is in Switzerland.
What if I pay withholding tax in Zug?
Depending on your situation, a refund via subsequent ordinary assessment (NOV) may be worthwhile. The application must be submitted by March 31 of the following year.
When must I file a Zug tax return with withholding tax?
Employees in Zug earning more than CHF 120,000 must submit a return.
Below this, if you have over 100,000 in assets (without foreign real estate) or more than CHF 2,000 in non-wage income (e.g. dividends), you are also required to file.
When is the application deadline?
The NOV application must be submitted by March 31 following the tax year.
When is filing required?
Earning more than CHF 120,000 always requires filing. Lesser income may still require or recommend filing due to assets, securities, or properties.
What about gifts/inheritance in Zug?
Must be declared, including details on recipient, amount, and date.
What does a tax return in Zug cost?
Fair flat rates—customized for your needs: starting at CHF 280; fixed package personalized by complexity.
Missed your extension in Zug?
We help with extensions—book our express service if needed.
Expats, self-employed, or students filing in Zug?
Yes, especially in complex cases, professional support pays off.
Can I submit my Zug tax return online?
Yes. Digital upload, communication, advice—all efficient and secure.
What happens if I file late?
Without extension, you may face reminders or arbitrary assessments.
Where to file after moving?
Always to the canton of residence as of December 31 of the tax year.
How to file?
Electronically via eFiling or by paper.
Joint account, unmarried?
Each person must declare their share (e.g. 50/50) correctly in their return.
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?
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 Zug?
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.
Do I need to declare foreign assets or income in Zug?
Yes. If you’re domiciled in Switzerland, you must declare global income and assets – including foreign accounts, properties, and dividends.
When do I always have to file a tax return in the Canton of Zug with a B permit?
Thresholds in the Canton of Zug for a B permit:
- Gross annual income: CHF 120,000 (even if married)
- Global assets as a single person: CHF 100,000 as of December 31
- Global assets for married couples: CHF 100,000 as of December 31
- Income from non-withholding taxed assets: CHF 2,000 (dividends, interest, etc.)
What happens with my Zug 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.
