The content of this page is intended for general orientation and does not replace individual tax advice in a specific case. What applies are the provisions of your municipality and canton in force in the relevant tax year.
Are you looking for a tax advisor in Basel who does not just fill in forms but understands your tax situation? Then you are in the right place.
Our tax specialists at Barfüsserplatz 3 clarify your tax return, review your deductions and factor in the effects of bonuses, equity plans and where you live.
Basel is a special case for tax: two half-cantons in a small area, variable salaries from the life sciences industry, and a labour market that spans two national borders. That changes every calculation.
We work independently and on a fee basis – in person in the middle of central Basel or entirely digitally.
The content of this page is intended for general orientation and does not replace individual tax advice in a specific case. What applies are the provisions of your municipality and canton in force in the relevant tax year.
Providing a few brief details will help us to optimally prepare your request.
tailor-made. comprehensive. for you. – that promise shapes our tax advice too. We start with your situation, not with the form. Three principles carry it:
A few tram stops decide between two tax regimes here. Where you live, where you work and a move across the cantonal border therefore belong in every tax plan – we calculate both options with your actual municipality.
Bonuses, share and option plans shape many Basel salary statements – and are often recorded incorrectly or at the wrong time in the tax return. We clarify what becomes taxable when.
A tax return shows your finances in full. We use that view: pension provision, mortgage and investments all affect your tax – and the other way round. We advise holistically and sell nothing.
Basel brings together constellations that barely exist elsewhere: international corporations, a dense network of small businesses, two half-cantons and a labour market that reaches across the borders into Germany and France. Our tax advice is for everyone who wants to turn that into clarity – embedded in taxes, retirement provision and mortgages as parts of the same calculation.
Bonuses, share awards and vesting dates make a tax return demanding. We record the components correctly and show which tax year a given payout falls into.
Residence and place of work in different countries, withholding tax, subsequent ordinary assessment: we explain what applies to you and bring in specialists for cross-border questions.
Child deductions, childcare costs, imputed rental value, maintenance payments and property upkeep: families who own their home hold the most potential – and make the most common mistakes.
From the studio in the city centre to the business out in Baselland: we separate private and business matters cleanly, align salary and dividends, and think about succession early.
We deal with these and many other questions every day. Is yours missing? Just fill in the form at the top of this page – we will get back to you.
You will find us at Barfüsserplatz 3, 4051 Basel; the entrance is on Falknerstrasse 37. That puts us in the middle of the city centre, easy to reach by tram from both Basels. Appointments by video are possible too.
For a standard tax return we work with flat fees – currently from CHF 132.00 for a single person; you will find the remaining flat fees on our Taxes page. If your situation is more complex, for example with equity plans or self-employment, we name the range before we start. The initial consultation is free.
Yes. The two half-cantons have their own tax regimes and deductions, and on top of that there are differences between municipalities. For home ownership, capital withdrawals and pension buy-ins this can matter – we calculate with your actual municipality of residence rather than an average.
That depends on the type of plan: what matters is the point at which an entitlement accrues to you and its valuation at that point. We look at your plan documents and salary statement together and assign the components to the correct tax year. There is no blanket answer here.
Yes, in Basel that is a frequent case. We show how withholding tax, Swiss pension provision and your situation in your country of residence interact. For the declaration in your country of residence we work with specialists – we say openly where our advice ends.
Yes. Part of our team advises in English – in Basel many internationally active clients ask for it. Just mention it briefly when you book your appointment.
smzh ag stands for independent, comprehensive, and tailored financial solutions that are accessible to everyone. Regular personal interaction with our clients is especially important to us. This is the only way for us to truly understand their goals and wishes, which are always at the center of our considerations. We are fully committed to finding the optimal solution for both your current life situation and any future needs.
We always act responsibly – towards our clients, our partners and society – by applying the greatest care to every decision.
The needs and goals of our clients are at the center of our daily work.
Trust is the foundation of our work – we protect it with the greatest care by always finding the best solutions for our clients.
Long-term, sustainable solutions for our clients.
We continually strive to develop innovative solutions that deliver real added value for our clients.
Our principle of independence allows us to always act in our clients' interests.
Fill in the form at the top of this page or give us a call – free and without obligation. We look forward to meeting you.
