Steuerberater365-Luzern.ch

What Steuerberater365-Luzern Is

Steuerberater365-Luzern is a tax and bookkeeping firm based in Lucerne, serving individuals, expatriates, self-employed people, and companies across the canton and surrounding region. The site emphasises direct access and transparency in pricing and process. Its name and tagline, "Steuern einfach erledigt. Persönlich & transparent." (Taxes simply done. Personal and transparent), frame tax work as straightforward rather than complex. The "365" in the name suggests year-round readiness and continuous service, though the firm publishes standard business hours only. The positioning appeals to someone who may feel intimidated by tax complexity and wants reassurance that a professional can make the process simple and understandable.

For Expatriates Newly Arrived in Lucerne

The firm explicitly lists expatriates as a core client group alongside individuals and self-employed people. For an expat establishing Swiss tax residency, the firm offers tax return preparation at the entry level (starting at CHF 89 for individuals), with pricing scaled to complexity. This low entry price matters because a newly arrived expatriate often has a first-year return with relatively simple income sources and deductions; CHF 89 makes professional filing accessible even on a tight initial budget.

The firm also provides ongoing treuhand services (bookkeeping, payroll administration, VAT handling, and annual statement preparation), which are relevant if you are establishing a business or need payroll support for family members or employees. For self-employed expats managing their own accounts for the first time in Switzerland, the bookkeeping and compliance support addresses a real pain point: Swiss tax compliance involves detailed record-keeping and specific documentation requirements that differ from other countries.

The site does not detail expatriate-specific tax issues such as cross-border obligations, residency status timing, or double-taxation conventions, but the explicit naming of this group as a core customer suggests familiarity with the profile and willingness to serve this segment. The extended hours (starting at 07:30) suit someone balancing a job while settling into the country.

Transparent Pricing and Fast Service

Steuerberater365-Luzern publishes a simple entry price: tax declarations for individuals start at CHF 89, with final cost depending on complexity and scope. This is among the lowest published entry point across tax advisory firms in Switzerland and makes the firm accessible for someone with a straightforward first-year return. For more complex individual cases (such as those involving real estate, securities, or multiple income sources), the firm quotes on request rather than publishing a range.

For companies, sole traders, and ongoing treuhand work, pricing is provided as a free quote with no obligation. The site emphasises the simplicity of engagement: you send documents and describe your situation, the firm reviews the scope, and you receive a clear result.

The firm operates Monday to Friday, 07:30 to 18:30, with phone access at 041 560 09 12. This extended morning availability (starting at 07:30 rather than the 09:00 standard in many practices) suits working people who want to call before or early in their working day.

Services Across Tax, Bookkeeping, and Payroll

Steuerberater365-Luzern structures its work into four service lines. Tax consultation (Steuerberatung) covers individual and expat returns, return optimisation, and advice on deductions and fiscal planning. Treuhand (bookkeeping and administration) includes company accounting, payroll processing, VAT compliance, and annual financial reporting. For individuals, services range from simple filing to patrimonial advice. For self-employed and companies, the firm offers full bookkeeping, salary administration, VAT handling, and compliance support.

The site names service availability in German, French, and English, though it does not specify whether all staff speak all three languages or whether some areas of service are language-restricted.

The firm operates across the canton of Lucerne (listing all 79 municipalities) and includes the city of Lucerne itself. The geographic range suggests regional coverage, though the site does not explicitly state whether it serves clients outside the canton or works with cross-cantonal matters.

What the Site Does Not Settle

The firm does not detail what makes a case "complex" or how that affects pricing beyond the blanket "on request" qualifier. For someone comparing options, this means you cannot shop against competitors without calling for a quote.

No staff profiles or qualifications are published. The site does not name who will handle your file, how many people work there, or what expertise the team holds. The name "Steuerberater365" suggests year-round engagement, but the site clarifies it operates during standard business hours (Monday to Friday, 07:30 to 18:30). The "365" may refer to year-round readiness or continuous service rather than actual round-the-clock availability.

The expatriate positioning is named but not detailed. The site does not explain whether the firm specialises in any particular expatriate origin country, whether it handles double-taxation complications, or how it approaches residency status transitions. This is the most relevant gap for someone arriving; knowing the firm serves expats does not say whether it has handled your specific situation before.

Who It Suits and Who It Does Not

Steuerberater365-Luzern suits an expatriate or new resident wanting straightforward tax filing at low cost with easy phone access and direct phone number (041 560 09 12) allowing you to call and speak to someone without navigating a web form or email-first process. If you are based in Lucerne, have a simple first-year return (typical for an arriving expatriate), and prefer a no-frills service model with published entry pricing, the firm's CHF 89 entry point and transparent scaling makes this approachable. The free quote model (Kostenlose Anfrage, no obligation) also suits someone who wants to understand costs before committing any money.

It may not suit someone wanting detailed expatriate tax strategy or optimisation before signing on; the site positions basic filing more prominently than optimisation consulting or strategic planning. The firm does not detail whether it offers tax planning advice as a separate service, or whether consulting requires first filing a return.

It may not suit someone wanting to verify the firm's specific experience with your nationality, industry, or situation before engaging, since no staff profiles or credentials appear on the site. And if you need cross-border, multi-canton, or complex international tax expertise, you should confirm that the firm handles that scope; the site emphasises local Lucerne service rather than regional or cross-border specialisation. Someone arriving from a country with complex expatriate tax obligations should verify in advance that the firm can handle your situation rather than assuming it can based on the "expat" naming alone.