Our tax and financial service for individuals in Switzerland

Our Tax & Insurance
service for Individuals in Switzerland

Over 1,000 satisfied customers have successfully saved money with our tax optimization and targeted financial planning.

Get advice now

+5

4.7

from 300+ reviews

Kundenbewertung Frank
Kundenbewertung Anna
Kundenbewertung Anna
Kundenbewertung Markus
Kundenbewertung Markus
Kundenbewertung Elena
Kundenbewertung Elena
Kundenbewertung Sophie
Kundenbewertung Sophie
Kundenbewertung Lukas
Kundenbewertung Lukas
Kundenbewertung Benjamin
Kundenbewertung Benjamin

Exclusive Partner

Exclusive Partner

Discover our qualified partner

Discover our qualified partner

Benefit from our exclusive collaboration with a select insurance partner in Switzerland that offers special qualifications and first-class conditions.nce needs.

Benefit from our exclusive collaboration with a select insurance partner in Switzerland that offers special qualifications and first-class conditions.nce needs.

Our Tax and Financial Planning – Service for Individuals

Our tailored solutions for private clients help you optimize taxes, strategically plan wealth, and secure financial advantages. Whether it's tax returns or wealth creation – we are here to support you with our expertise.

Tax consultancy

Individual solutions to manage your tax affairs simply and efficiently.

Tax consultancy

Individual solutions to manage your tax affairs simply and efficiently.

Tax optimization

Maximize your tax savings with our professional advice.

Tax optimization

Maximize your tax savings with our professional advice.

withholding tax

We assist you with the recovery or optimization of your withholding tax.

withholding tax

We assist you with the recovery or optimization of your withholding tax.

Financial planning

Optimize your finances for short- and long-term goals.

Financial planning

Optimize your finances for short- and long-term goals.

Company formation

We support you with all tax and legal aspects of the company formation.

Company formation

We support you with all tax and legal aspects of the company formation.

Finally save with 3 simple steps!

Finally save with 3 simple steps!

Simply make an appointment

Simply make an appointment

Fill out detailed questionnaire

Fill out detailed questionnaire

The experts will take care of the rest

The experts will take care of the rest

Make an appointment

Step 1

Step 2

Step 3

2 Personen schauen auf einen Laptop
Berater schreibt etwas auf Papier
Geschäftshandschlag von 2 Personen

10k+

Satisfied customers

14Mio

Saved money

20k+

Completed services

Your benefits as a private individual
from our service

As a private individual, you often face complex tax and financial decisions. We support you with our experience and expertise so that you can focus on what matters most.

All services from a single source

Comprehensive support & advice

Languages EN | DE | FR | IT

Languages EN | DE | FR | IT

Response within 24 hours

Flexible and location-independent

Secure now, like many others our free tax checklist

Our checklist helps you gather all the important documents and information for your tax return - easily, quickly, and tailored to you.

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This is what our customers
say about our service

  • Thanks to the support of Advanced Swiss Consulting, I was able to reclaim my withholding tax and received over 2,000 CHF back.

    Benjamin Meier

    Employed

  • The consultation was extremely competent and understandable. My tax return was completed in no time – absolutely stress-free!

    Sophie Weber

    Self-employed

  • I never thought I could save so much on taxes as an expat. The team took care of everything for me, and I didn't have to worry about anything.

    Lukas Schmidt

    Employed

  • Advanced Swiss Consulting has helped us completely optimize our finances and insurance. We are now saving significantly more each year.

    Elena Rossi

    Employed

  • The insurance consultation was excellent! I found the perfect solution and now pay less for better coverage.

    Anna Müller

    Company

  • Our accounting was a mess, but thanks to professional support, we finally have an overview again.

    Markus Keller

    Employed

  • Thanks to the support of Advanced Swiss Consulting, I finally have clarity on my taxes and even received more money back than I expected.

    Frank Ludinger

    Employed

This is what our customers
say about our service

  • Thanks to the support of Advanced Swiss Consulting, I was able to reclaim my withholding tax and received over 2,000 CHF back.

    Benjamin Meier

    Employed

  • The consultation was extremely competent and understandable. My tax return was completed in no time – absolutely stress-free!

    Sophie Weber

    Self-employed

  • I never thought I could save so much on taxes as an expat. The team took care of everything for me, and I didn't have to worry about anything.

    Lukas Schmidt

    Employed

  • Advanced Swiss Consulting has helped us completely optimize our finances and insurance. We are now saving significantly more each year.

    Elena Rossi

    Employed

  • The insurance consultation was excellent! I found the perfect solution and now pay less for better coverage.

    Anna Müller

    Company

  • Our accounting was a mess, but thanks to professional support, we finally have an overview again.

    Markus Keller

    Employed

  • Thanks to the support of Advanced Swiss Consulting, I finally have clarity on my taxes and even received more money back than I expected.

    Frank Ludinger

    Employed

This is what our customers
say about our service

  • Thanks to the support of Advanced Swiss Consulting, I was able to reclaim my withholding tax and received over 2,000 CHF back.

    Benjamin Meier

    Employed

  • The consultation was extremely competent and understandable. My tax return was completed in no time – absolutely stress-free!

    Sophie Weber

    Self-employed

  • I never thought I could save so much on taxes as an expat. The team took care of everything for me, and I didn't have to worry about anything.

    Lukas Schmidt

    Employed

  • Advanced Swiss Consulting has helped us completely optimize our finances and insurance. We are now saving significantly more each year.

    Elena Rossi

    Employed

  • The insurance consultation was excellent! I found the perfect solution and now pay less for better coverage.

    Anna Müller

    Company

  • Our accounting was a mess, but thanks to professional support, we finally have an overview again.

    Markus Keller

    Employed

  • Thanks to the support of Advanced Swiss Consulting, I finally have clarity on my taxes and even received more money back than I expected.

    Frank Ludinger

    Employed

Vorsorge Holzbausteine

Frequently Asked Questions from Private Customers

Do I, as a private individual in Switzerland, need to file a tax return?

How can I save money on my tax return?

Is it worth checking my insurance regularly?

Can I receive a refund of my withholding tax?

Unfortunately, you cannot find the appropriate answer to your question?

No problem! Our team is just a click away. Use our chat function to get fast and competent help – completely personal.