Tax returns & personalized management

Expert preparation of your Swiss tax return – beyond compliance

Your Swiss tax return is much more than a compliance exercise.

It is the formal reflection of your tax planning, your personal and financial situation, and a key element used by the tax authorities to assess your tax position. Missing information, inconsistencies or poorly structured disclosures may result in lost deductions, increased tax exposure or unnecessary follow ups.

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

A tailored and secure approach

We ensure that your tax return is:

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

Tax authorities will never add a forgotten deduction. The way information is documented, explained and structured therefore plays a decisive role in its acceptance and long term impact.

One advisor, one coherent strategy

To guarantee full alignment between planning and execution, we strongly recommend that the same advisor responsible for your tax planning also oversees your tax return.

This approach is particularly effective in complex or international situations, where multiple aspects interact and must be managed consistently over time.

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
• pension income and withdrawals
• VAT or special tax considerations (where applicable)

This holistic perspective enables us to identify optimisation opportunities, anticipate risks and provide proactive, forward looking 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 Swiss tax authorities.

This allows us to:

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

Our clients benefit from a single, trusted intermediary, ensuring clarity, continuity and discretion.

Our standard service includes

• an initial meeting to understand your personal and financial situation
• review of the 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, allowing for continuity, long term optimisation and a secure relationship with the tax authorities.

How RSM Switzerland supports private clients

As part of our Private Client Services, we integrate tax return management into a broader advisory framework covering:

• individual taxation
• international mobility
• lump sum taxation
• succession and estate planning
• wealth and pension optimisation

By combining local Swiss expertise with the reach of the RSM international network, we support private clients in even the most complex cross border situations.