Comprehensive Zurich tax advisory & filing services for expats
Tax return filing in Zurich, made simple.
Tax return filing in Zurich doesn’t have to be complicated.
Delegate your Zurich tax return to a trusted tax advisor who speaks your language and understands the Swiss system.
With FIN, you get personal, digital and efficient tax and financial advisory in Zurich. We help individuals and expats file their Swiss tax returns accurately and on time.
March 31st
Zurich Tax Return Deadline
Remember that the deadline for
submitting your tax return in
the Canton of Zurich for
individuals is March 31st.
Clarity, not complexity.
Our principle is simple: everyone deserves financial clarity and real guidance with their Swiss taxes.
Zurich Tax Advisory
Why get help with your Zurich tax return?
Thousands of Zurich 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 Zurich 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 Zurich – professional, personal, reliable.
Our Zurich 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 Zurich is accurate and strategically structured.
Our services at a glance:
Expat Tax Advisory in Zurich
learn more
Our Zurich 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 Zurich, making sure it is compliant and optimised.
Zurich Tax
Return Filing
learn more
From your first consultation to secure digital document upload via Smart eTax, we guide you through the entire Zurich tax declaration process.
We review your final tax assessment and closing invoice from the Zurich 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
learn more
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
learn more
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.
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
Trust the Stars: Google Reviews
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.
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 Zurich 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 Zurich?
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 Zurich?
Your Zurich tax return must be submitted by April 30th following the tax year.
When is tax filing required in Zurich?
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 Zurich?
Gifts must be declared, including details on recipient, amount, and date.
How much do you charge to support my Zurich 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 Zurich?
We help with extensions – book our express service if needed.
Do you support expats, self-employed individuals, or students needing to file in Zurich?
Yes, especially in complex cases, professional support pays off.
Can I submit my Zurich 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 Zurich 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 have to file a tax return in the Canton of Zurich with a B permit?
Thresholds in the Canton of Zurich for a B permit:
- Gross annual income: CHF 120,000
- Monthly income: CHF 10,000
- Additional Income Not Subject to Withholding Tax: From CHF 3,000
- Assets single: From CHF 80,000
- Assets married: From CHF 160,000
I’m taxed at source in Zurich – 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 Zurich 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 Zurich 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 Zurich?
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.
