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.
- 1
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.
- 2
Expat Savvy
4.7Zurich · 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.
- 3
TaXperts
4.6Basel
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.
- 4
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.
- 5
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.
- 6
CBB-TAX
4.5Lutry
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.
- 7
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.
- 8
Deloris AG
4.5Zurich
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.
- 9
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.
- 10
FIN
4.2Zug
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.