Tax returns & personalized management

Expert preparation of your Swiss tax return – beyond compliance

Your Swiss tax return is more than a compliance exercise.

It is the formal reflection of your tax planning and plays a decisive role in how the tax authorities assess your situation. Missing or incorrectly presented information may result in lost deductions, higher tax exposure or unnecessary follow‑ups.

At RSM Switzerland, our tax specialists take full responsibility for the preparation, review and management of your Swiss tax return, ensuring that it accurately reflects your personal situation and tax strategy.

A tailored and secure approach

We ensure that your tax return is:

• Complete and accurate, in line with Swiss and cantonal requirements
• Optimised within the legal framework, securing all eligible deductions
• Consistent with your broader tax planning, avoiding contradictory or damaging declarations

Tax authorities will never add a forgotten deduction. The way information is structured and documented therefore has a direct impact on its acceptance.

One advisor, one coherent strategy

To guarantee full alignment, we strongly recommend that the same advisor responsible for your tax planning also oversees your tax return. This approach ensures a seamless connection between strategy and execution, particularly in complex or international situations.

Preparing your tax return also gives our experts a comprehensive view of your overall situation, including:

• income and wealth structure
• donations and succession planning
• real estate assets
• financial investments
• VAT or special tax considerations

This holistic perspective allows us to identify tax opportunities, anticipate risks and provide proactive advice.

Tax representation and interaction with authorities

For many private clients, we act as tax representative by proxy, using our address as the official point of contact with the tax authorities. This allows us to:

• handle correspondence directly
• respond efficiently to inquiries
• manage claims and appeals when required
• avoid delays and administrative stress

Our standard service includes

• an initial meeting to understand your personal and financial situation
• review of required documentation
• preparation and filing of your Swiss tax return
• follow‑up exchanges to complete missing information
• review of tax assessments and rulings
• assistance in case of inquiries, objections or appeals

This service is primarily offered to clients whose tax affairs we manage on an ongoing basis, ensuring continuity, discretion and long‑term optimisation.