Tax returns
A declaration that optimizes your situation
Controlling taxes to suit your priorities
The Swiss tax system offers a wide range of deduction possibilities: 3rd pillar, BVG/LPP buy-backs, These include business expenses, deductions for children, training costs, mortgage interest and donations. Visit savings potential varies according to your canton, status and family situation.
We analyze your situation to identify all applicable deductions. You benefit fully from the legal tax advantages, with no risk of adjustment.
The common mistakes These include: forgetting deductions, incorrectly valuing movable assets, incorrectly declaring income in kind or share benefits, or neglecting tax coordination between cantons for cross-border commuters or owners of second homes.
We check the’accuracy of each line of your declaration and we ensure that nothing is omitted or overstated. Your declaration is compliant, optimized and defensible in the event of an audit.
A tax reminder or provisional taxation may result from an oversight, misunderstanding or disagreement with the tax authorities. It is essential to react quickly and appropriately to avoid penalties or interest on arrears.
We support you in your exchanges with tax authoritiesWe're there for you every step of the way: analyzing taxation, drafting claims, justifying positions taken. We support you every step of the way to defend your rights.
Our tax expertise
Personalized analysis of your tax situation
We review your income, assets, potential deductions and status. You get a clear picture of your position and the optimization levers available to you.
Preparing and completing your tax return
We prepare your tax return by checking every item, taking advantage of all legal deductions and ensuring that the amounts declared are consistent. You save time and avoid errors.
Ongoing tax optimization
We identify the tax strategies best suited to your needs: planning pension withdrawals, staggering BVG buy-ins, coordinating with your real estate or inheritance situation.
Assistance in the event of an inspection or claim
In the event of questions from the tax authorities, we support you in answering questions, justifying positions taken and defending your tax return.
Everything you need to know about taxation in Switzerland
Why choose Invexa?
Invexa will work with you rigorously, ethically and objectively to optimize your retirement and personal finances, without any conflict of interest.
Independent advice
Invexa is not affiliated with any bank or insurance company. We are on your side, defending your interests to the best of our ability.
Results-oriented approach
We'll help you make concrete, realistic decisions that are consistent with your tax, business and family situation.
Expert advice
Our advisors are specialists in their field and hold qualifications recognized in Switzerland.
All-round Support
Our team is at your disposal to advise and support you at all times, for simple or complex situations.
Frequently asked questions about tax returns
The deadlines vary from canton to canton, but the declaration is generally due between march and april of the year following the fiscal year in question. Extensions may be requested, often until September or November depending on the canton.
If your situation is straightforward, you can complete it yourself. However, as soon as you have several sources of income, movable assets, real estate, or if you wish to optimize your tax burden, the assistance of a specialist becomes very useful in order to avoid errors and exploit all deductions.
Typical deductions include 3rd pillar a, These include LPP contributions, professional expenses (transport, meals, training), mortgage interest, childcare costs, health insurance premiums, donations to charitable organizations, and so on.
You must declare the value of your shares to December 31 (movable assets) as well as dividends, interest and capital gains received during the year. Incomplete or erroneous declarations may result in tax adjustments.
The tax authorities may request proof of certain positions of your declaration. If everything is in order and justifiable, the audit is concluded quickly. In the event of disagreement or error, you have the right to contest the assessment.
Professional guidance makes this process much easier.
Invexa can help you file your tax return in all countries. French-speaking cantons (Geneva, Vaud, Valais, Jura, Neuchâtel, Bern and Fribourg).
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Make a free appointment with one of our pension experts for personalized advice.
