Fiduciary in Geneva for individuals
Whether you are looking to optimize your tax returns, plan your estate, or simply manage your day-to-day finances, our dedicated team is here to guide you.
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Our services for individuals
Tax return
Tax optimization and preparation of tax returns for individuals, with transparent fees from CHF 99.-.
Delegate your tax returnWithholding tax
Rectification request, tax domicile election for cross-border workers, and a tax simulation to optimize your situation.
Adjust your withholding tax3rd pillar
Maximize your tax benefits and prepare for retirement with tailored 3rd pillar solutions.
Compare 3rd pillar plansAdjustment of provisional tax payments
Add or adjust your advance tax payments so they better reflect your situation, from CHF 60.-.
Review of your tax assessment
Check the accuracy of the tax assessment notices you receive, for CHF 50.-.
Claim with the tax authorities
Assistance in the event of a discrepancy with the tax authorities, for CHF 80.-.
Tax and legal advice
Consultations on tax and legal matters for CHF 150.-/h.
Estate planning
Assistance with wealth management and estate planning for CHF 150.-/h.
Insurance advice
Free help choosing the insurance options best suited to your needs.