Tax and finance
Advisers for the money side of a move, from cross-border tax and tax at source to opening a Swiss account and pillar 3a.
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Big Four tax planning and consulting for corporate and individual cross-border situations
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Established insurance and pension provider with broad product range for expats relocating to Switzerland.
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Global investment firm offering dedicated wealth management and portfolio advisory for expatriate relocators.
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Zurich (offices nationwide) · since 1993
Independent Swiss financial advisory founded in 1993, offering tax optimization, retirement planning, and wealth management nationwide.
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Relocation services, tax planning, payroll, pensions, and international wealth management
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Zug
A Zug-based, digital-first tax service built around expats, with returns filed online in English and coverage across every canton. They take on cross-border income, equity compensation, undeclared assets, and unusual employment setups such as ANobAG and EU contracts, and they flag tax optimisation ideas after the first call. The firm says it handles more than 1,000 clients through its MyTaxolution portal.
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Insurance and pension planning provider offering comprehensive coverage and retirement protection for relocators.
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International tax compliance, payroll, HR services, and expatriate mobility solutions
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Enterprise payroll management system handling tax compliance and integration for cross-border and expatriate teams
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Wealth management and relocation advisory for high-net-worth individuals relocating to Switzerland
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Zurich · since 2017
A Zurich advisory that helps expats sort out health insurance, life cover, and the Swiss third pillar, with a free 45-minute first consultation in English. On the pension side they walk through 3a and 3b options and how contributions cut income tax, and they map gaps in AHV and pension-fund coverage for people who arrive mid-career. The firm is FINMA-registered as a non-tied intermediary, so it isn't locked to one insurer.
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Zurich and Zug
Zurich and Zug based legal and tax firm specializing in relocating international individuals and companies to Switzerland.
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Expat wealth management with deep expertise in cross-border pension and financial planning
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Basel
A Basel firm that works only on individual taxes, with clients split between expats, locals, and cross-border commuters. Alongside Swiss returns they handle US tax and global mobility cases, so people arriving with income or filing duties on both sides have one point of contact. Documents are exchanged through an online portal with end-to-end encryption, and pricing is quoted up front.
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Switzerland
A financial planning firm led by an American based in Switzerland, focused on US citizens living and working in Europe. It covers the parts of a move that get complicated for Americans, including the two tax returns most owe (cantonal and IRS), the Swiss three-pillar pension system, and how pillar 3a contributions fit with US rules. Investing, insurance, and estate planning round out the service.
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Mortgage advisory and property finance for expatriates and non-residents purchasing property in Switzerland.
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Switzerland's first regulated online financial advisor offering digital wealth planning and pension solutions.
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Swiss tax advisory for individuals and corporations navigating cantonal variations and cross-border matters
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Independent wealth manager specializing in portfolio management for US and international expatriate investors.
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International wealth management and financial advisory tailored for expatriates in Switzerland
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Company formation, accounting, bookkeeping, audit, and tax services for international entrepreneurs.
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Multilingual wealth advisory coordinating US and Swiss tax and financial needs for expats
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Pension fund administration and occupational pension scheme advisory for individuals and institutions.
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Company formation, accounting, payroll, and tax advisory specifically designed for foreign entrepreneurs.
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Cross-border tax consulting for Germany-Switzerland and France-Switzerland relocations
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Zurich
A Zurich practice that handles US tax preparation and advice for Americans living in Switzerland, with senior advisors taking files directly. The work covers individual returns, FBAR and FATCA reporting, estate planning, and US-Swiss cross-border planning, plus corporate and international cases. The team says it brings about 30 years of experience to this niche.
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Swiss and US tax returns, business accounting, and tax consultations for expatriate clients
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Multilingual tax return assistance for international workers in English, German, and French
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Lutry
A cross-border tax practice in Lutry, on Lake Geneva, run by Swiss tax specialist Caroline Bumann. The work covers tax returns, compliance, double-taxation treaties, and social security questions for international commuters, foreign executives, and expats juggling obligations in more than one country. Advice is offered in English, German, Swiss German, and French.
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Payroll and HR administration platform automating tax compliance for international and expatriate employment
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Payroll and HR administration for expatriates and temporary workers with tax compliance in Switzerland.
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Mortgage comparison platform connecting Swiss borrowers with competitive lenders for home financing
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Specialized retirement and pension planning platform with forecasting tools for early retirees and relocators.
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Independent mortgage advisory specialist helping expatriates work through Swiss property financing.
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Specialized tax services for American expatriates living in Switzerland
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Company setup and management services for foreign founders, including accounting and tax compliance.
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Retirement planning, AHV optimization, and expat pension fund guidance for Swiss residents
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Zurich and Geneva
A US tax compliance and advisory firm with Swiss offices in Zurich and Geneva, serving Americans and other US-connected people, trusts, and companies. They cover FBAR and FATCA filings, treaty analysis, wealth-transfer planning, and pre-move advice for those relocating to or from the US, including how US rules treat Swiss accounts and entities. The Swiss offices have been running for over 15 years.
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Tax return preparation and filing service for expatriates across multiple Swiss cantons
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International financial advisory firm specializing in wealth management and tax planning for expatriates
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Zurich
A Zurich tax consultancy for expats and international professionals in the German-speaking cantons. They prepare and review Swiss tax returns, find deductions, deal with the tax authorities, and take on messier cases involving foreign assets, investments, real estate, and share-based pay. Financial and retirement planning sits alongside the tax work, and the site is available in English.
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Zurich
A Zurich firm offering independent advice on the Swiss third pillar, aimed at newcomers who land with little or no contribution history in the mandatory pension system. They explain how 3a and 3b work and build a private pension plan around each person's situation. Insurance, tax returns, and relocation help are also on offer, with consultations in German, English, and Russian.
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Online tax advisory platform for expatriate tax declarations and Swiss returns
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Accounting, taxation, payroll, and financial auditing services for SMEs and self-employed professionals.
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Switzerland
The Swiss Federal Tax Administration's official information on FATCA compliance, withholding tax for foreign residents, the lump-sum taxation regime and double taxation agreements, all in English. The starting point for understanding your Swiss tax obligations.
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Legal support and business launch services including accounting and tax setup for company formation.
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Specialized cross-border tax consulting for individuals relocating between Germany and Switzerland
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Pension planning specialist guiding clients through Swiss AHV, occupational pensions, and Pillar 3 optimization.
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Zug
An independent financial advisory, based in Zug and working across several cantons, that focuses on B and C permit holders. A core question they tackle is whether to stay on tax at source (Quellensteuer) or file an ordinary Swiss return, and when a pillar 3a contribution actually pays off for someone taxed at source. Advice is product-neutral, with one dedicated adviser per client across local and cross-border matters.
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Pillar 3a pension comparison tool helping Swiss residents and newcomers maximize private retirement savings
Frequently asked questions
What kind of help can I find for my taxes and pension planning?
You can find specialists offering tax planning, payroll services, and pension advice. Some firms focus on retirement protection and Pillar 3a, while others handle cross-border tax situations and international wealth management.
Are there services available for managing my investments and wealth?
Yes, several listed firms provide wealth management and portfolio advisory services. These options range from global investment firms to independent Swiss advisors specializing in tax optimization and high-net-worth individuals.
Can I find digital or English-speaking services for my tax returns?
There are digital-first services built specifically for expats that allow you to file returns online in English. These providers cover all cantons and can handle complex matters like cross-border income and equity compensation.
Who should I contact for company payroll and HR support?
If you're managing a team, you can choose between enterprise payroll management systems or international tax compliance and HR service providers. These firms handle tax compliance and expatriate mobility solutions for companies.
How can I prepare for my retirement in Switzerland?
You can work with insurance and pension providers or financial advisors to plan your retirement. They offer guidance on products like the third pillar and general pension planning to ensure you're protected.