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Income and wealth tax

Efficient planning and optimization of income and wealth taxes are essential to sustainably improve your financial situation and minimize your tax burden. With targeted tax consulting, a customized optimization strategy, and professional preparation of your tax return, you can make the most of your financial opportunities.

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Key aspects

Tax advice

Comprehensive analysis of your financial situation to use all tax advantages and avoid risks.

Tax optimization

Strategies to reduce your tax burden in the long run, for instance through the smart use of deductions, tax allowances, and the prevention of tax progression.

Tax declaration

Precise and timely declaration of income and wealth to ensure maximum deductions and avoid additional tax claims.

Important life events that require tax planning

  • Changes in your family situation, for instance marriage, divorce, or childbirth
  • Additional sources of income or wealth acquisition, for instance inheritances, capital gains, or gifts.
  • Transition to a new stage in life such as retirement, self-employment, or home ownership.

How to proceed

1

Analysis of current situation

  • Determination of income, wealth, and future tax obligations.

  • Examination of previously untapped deductions (e.g., related to employment, external childcare, retirement savings).

2

Development of tax strategy

  • Maximizing deductions through targeted retirement planning (e.g., payments toward pillar 3a).

  • Tax planning to increase income or grow wealth.

  • Staggered income or capital withdrawals to minimize tax progression.

3

Completion of tax report

  • Complete and timely creation of tax report taking into consideration all deductions.

  • Examination of previous tax reports to identify potential corrections and areas of optimization.

  • Support in clarifying inconsistencies or appeals.

4

Advice related to tax revisions

  • Support in tax audits by the relevant authorities.

  • Representation of your interests in case of appeal or correction proceedings.

Videos on "Income and wealth tax"

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Tax report: Possible deductions

The deadline for filing tax returns in most Swiss cantons is March 31. Anyone looking to save time or avoid stress can use smzh’s comprehensive tax return service. This service provides professional preparation of your tax report, optimization of deductions, timely submission, and personal advice. Everything can be managed conveniently online – simply upload your documents and let the experts handle the rest.

(in German)

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smzh Online Tax Tool

smzh completes your tax report professionally, on time, and examines if all optimization options have been exhausted. If not, we will proactively make improvement suggestions. What's more, you can handle it all using the smzh Online Tax Tool.

(in German)

Our tax calculator

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Our tax calculator for you

The smzh Tax Calculator enables you to determine your prospective tax burden by entering your personal data. This way, you gain a clear overview of your financial obligations and are supported in effectively planning your taxes.

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smzh for you

  • Comprehensive advice: We analyze your individual situation and develop a tailored tax strategy that delivers both short-term and long-term benefits.
  • Efficient processing: From optimizing your tax planning to preparing an error-free tax return, we guide you through every step of the process.
  • Security: Thanks to our experience, we minimize tax risks while maximizing your financial opportunities.
  • Holistic approach: We combine tax consulting, optimization, and processing to sustainably reduce your tax burden while ensuring compliance with legal requirements.

We handle questions such as those shown on the right on a daily basis. You don't need to deal with them by yourself – our 360° Check-Up is free of charge and non-binding.

Contact us

In case of significant financial or family-related changes such as marriage, divorce, or the acquisition of wealth.

Targeted tax advice can reduce your tax burden by using all deductions and tax allowances. Moreover, it prevents additional charges.

We prepare your tax report in full and on time, taking into account all relevant deductions.

Tax optimization implies reducing one's tax burden with long-term strategies and smart planning, for instance staggered income or payments toward retirement provision.