This content does not replace individual tax advice in a specific case.
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Taxes do not have to be complicated provided you have the right support. Our tax advisory services in Zurich bring order to your finances and structure to your financial future. Personal, independent, and tailored to your individual needs.
Whether you are a private individual, entrepreneur, or someone new to Switzerland – tax-related questions concern us all. However, Swiss tax law is complex, and the differences between cantons are significant. At smzh, you will receive tax advice in Zurich that goes beyond interpreting regulations – we understand you as a person.
We help you optimize your tax situation, avoid risks, and unlock potential – with foresight, clarity, and a holistic perspective on your overall financial situation.
| Topic | Deadline / key point |
|---|---|
| Ordinary filing deadline for the tax return (individuals, Canton of Zurich) | 31 March of the following year; in individual years the Finance Directorate may extend the deadline generally |
| Deadline extension | Request it before the deadline expires at your municipal tax office; granted at the longest until 30 November of the following year |
| Withholding tax – subsequent ordinary assessment (NOV) | Mandatory from CHF 120'000 gross annual income; available on application below that threshold |
| Pillar 3a – maximum deductions, tax year 2026 | CHF 7'258 with a pension fund; CHF 36'288 without a pension fund (max. 20% of earned income) |
This content does not replace individual tax advice in a specific case.
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Our work does not start with your tax return – it starts with you and your goals.
We combine expertise with a genuine advisory culture and create transparency instead of complexity.
We do not represent any third-party interests, but exclusively yours. Our tax advisory services in Zurich are completely independent and free from selling pressure.
We explain tax-related facts clearly and at eye level – regardless of whether they concern income tax, real estate, or corporate tax.
Your circumstances are unique – just like the tax strategy we develop for you. No standardized solutions, but individual concepts.
Thanks to internal collaboration with experts for finance, pension, and legal advice, we always view tax matters in a holistic context.
Our tax advice in Zurich is aimed at individuals who would like to understand and optimize their tax situation.
From income tax to residential property or pension-related questions – we help you protect your net assets and design it in a targeted way. If you would rather simply have your tax return completed, we take care of that too.
Would you like to optimize your company's tax position or prepare for a business audit? We bring structure and strategy to your corporate tax matters.
Are you a new resident of Switzerland or Zurich? We provide expert guidance for your first steps in the Swiss tax system and help you avoid expensive mistakes.
Whether it's retirement, inheritance, divorce, or real estate sale – tax planning is key ahead of significant changes. We are here to support you!
We handle questions such as those shown on the right on a daily basis. Just fill in the form at the top of this page – we will get back to you.
In the complex Swiss tax system, sound advice is essential. smzh ag offers you unique, independent tax advice in Zurich that go far beyond simply filling out forms. Our approach is holistic, personal, and perfectly tailored to your individual situation.
We don't just focus on the numbers, but on the person behind them. Our tax advisory services in Zurich are independent of products, banks, or insurers. In addition, we connect tax matters with topics such as pension planning, wealth management, legal issues, and insurance – all in one place.
After a free initial consultation – either online or in Zurich – we carry out a comprehensive analysis of your tax situation. We identify opportunities for optimization and develop a long-term, transparent strategy for you. And best of all: our support is not just one-time, but ongoing.
At smzh ag, you only pay for the services you truly need. Our pricing is fair, transparent, and based on your specific requirements – not on flat rates or hidden charges. The initial consultation is free of charge; afterwards, you will receive a clear, detailed offer. If all you need is to have your tax return completed, we work with fixed flat fees.
No – our clients appreciate the flexibility of our digital advice. Whether you live in Zurich or abroad: We provide efficient online tax advice with a personal touch. Of course, we are also at your disposal in Zurich.
Yes, in such cases, our expertise is particularly valuable. smzh ag helps you get to know the Swiss tax system and properly assess your situation, no matter whether you have just moved here or need to file your first tax report. We guide you step by step, with understandable and personal advice.
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.
Besides Zurich, we are there for your tax questions in Basel, Bern, Lucerne, St. Gallen, Aarau and Baden – always with an eye on the tax rules of your canton and municipality. You will find an overview of all locations on Tax advice Switzerland.
Barfüsserplatz 3, 4051 Basel, Switzerland
Kornhausplatz 14, 3011 Bern, Switzerland
Schwanenplatz 3, 6004 Lucerne, Switzerland
Kornhausstrasse 25, 9000 St. Gallen, Switzerland
Bahnhofstrasse 41, 5000 Aarau, Switzerland
Stadtturmstrasse 10, 5400 Baden, Switzerland
Fill in the form at the top of this page or give us a call. We look forward to hearing from you.
The key dates and topics we regularly support private individuals and companies in Zurich with.
Anyone taxed at source who earns at least CHF 120'000 gross per year is subject to a mandatory subsequent ordinary assessment (nachträgliche ordentliche Veranlagung, NOV) and can then claim further deductions. For married couples it is enough if one of the two incomes reaches this threshold. Once triggered, the NOV stays in place until the withholding tax liability ends – even if the income later falls below the threshold again. Below the threshold the NOV is available on application, and that application is subject to a deadline.
Contributions to pillar 3a (tax year 2026: CHF 7'258 with a pension fund, CHF 36'288 for self-employed people without one) and voluntary buy-ins into your pension fund are among the most effective legal ways to optimize. Under certain conditions, contribution gaps from earlier years can now also be bought back retroactively. How much this is worth depends on your individual marginal tax rate and is calculated in a personal conversation – blanket figures would be misleading here.
Dividends and interest are subject to a Swiss withholding tax of 35%. You reclaim it through your tax return by declaring the holdings in the securities schedule. If the declaration is omitted, the claim lapses three years after the end of the calendar year in which the income fell due – permanently.
Direct descendants are exempt from inheritance and gift tax in the Canton of Zurich, as are spouses and registered partners. Not exempt are, among others, cohabiting partners, siblings and more distant relatives – early planning pays off here. One important point: what counts is the canton of residence of the person leaving the estate or making the gift, not your own.