Finding a tax advisor, consultant or accountant

I completely relate. We have a struggling business (in Germany), so the husband has no income - just outgoings. I work erratically as I am a contractor - so no 13th month salary for me. I am still paying off 2004 taxes, with a big chunk every month. Makes it impossible to save for 2005 (we have extensions, it is yet to be filed) and 2006 taxes.

*sigh*

I am so screwed right along with you.

Oh - and if you decide to leave the country? You'll have to pay whatever taxes you owe (both outstanding as well as current year) before you're allowed to de-register.

Mark,

in your original message #1 you raise money coming in and out -

could you enlighten as to why this leads to complexities. What level of documentation is required? Does this relate to the payment of wealth tax on these monies? And if so, at what point in the year is the wealth snapshot, or is there an averaging going on.

Thanks in advance

andy

25% on taxes is too much, our total taxes did not exceed the 10% of our income. Get advise from a professional.

We need to find an inexpensive accountant to do a tax return (or keep the tax authority at bay) this year. We used someone here in Basel for the last return, and while he was quite good his fee was quite steep (about 400 CHF for one return).

Does anyone have an accountant that's inexpensive and they trust in Basel? English speaking is a definite bonus, but not a must.

yes, 25% to social, tax, health and pension. If I was meaning tax, I would have said tax

I think gbn mentioned an accountant somewhere.....in this thread!

Indeed he did. In Brugg.

Aye. Denise Collin.

Several people I know use her, and she was recommended to me.

CHF 150 + MWST for my tax return.

And speaks/writes good English

Denise Collin

--------------------------------------

UBB Unabhängige Beratungs AG

Badstrasse 50

Postfach 251

5200 Brugg

Tel ++41 (0)56 461 75 75

FAX ++41 (0)56 461 75 85

http://www.ubb.ch

mailto😃[email protected]

I've never met the people who completed my tax return. Even in special cases, I don't see why it's necessary.

I'll be using this lady next year after my [what I consider straightforwards] return cost me a grand

1k??

Ours isn't totally straightforward - we had medical expenses that are at the level of being a write off (yay for bad teeth?) and my husband has a business in Germany which we invested money into (and his German business tax return still isn't done). And they want the return done by year-end, after several extensions (held up by the German return). That's why we're looking for an accountant ASAP that we can visit. But I might just re-think that, based on both the cost you paid and ours (which was truly a straightforward return). I also thought you needed to use someone local, since it gets filed with your local authority.

The longer I'm here, the more I realize I don't know....

I am glad to say that this situation has been rectified and all is great! much relief on our end. I see some less sleepless nights ahead for me.

Glad to hear things got sorted out. The tax authorities are often a bit random. Like they forgot to send me a bill one year and since I only work 40% and can't really save money, I spent the money I had set aside on medical bills and things like that. Biiig mistake, suddenly I was told I owe "Vater Staat" a grand. Doesn't sound like much but on my salary, it's a fortune.

But as was said before, it should not be much more than 25%, unless you are earning the kind of salary where you can easily spare a third and still have more than most people to play with, like dentists.

yeah, it was a mixup b/c he moved from Chur and also did a name change...so something got royally buggered in their system...I was surprised, it was a pretty painless conversation and didn't take 8 hrs to fix it. That was a first!

I can def. breathe a bit better knowing that THAT amount is NOT what we will be paying every year and actually, they owe US a nice chunk of cash.

I'll take that!

Hi,

Can anyone recommend an accountant ( Treuhand) in the Zug area for assisting me with a basic tax return?

Also, is it a bad idea to use an accountant that is based in a different canton from where you need to submit your tax return (e.g. would a Zurich accountant be well versed to handle a Zug tax return?)

thanks!

Hi

Can somebody suggest a good treuhand/tax consultant in Basel Stadt ?

I know about a couple of them who charge 200 CHF/ hours and between 800-1200 CHF for a return which for me in way too high.

Also, is there anyway to get the Tax info for Basel Stadt in English ?

Regards

Can I ask why you need a treuhand when you have easytax? Are you a "complicated" case with assets abroad you want to declare? The only real time you need a treuhand, apart from if you are old or have never done one before is when you have a business or are self employed in which case you will need a treuhand anyway to help optimise your business.

Surprisingly to the best of my knowledge Basel Stadt or Land only do the tax documentation in German.

To your first question no. To your second question: The tax returns of all cantons are based on Swiss law and not the law of the canton. The canton can set different things that can be offset and vary the amounts of the offsets etc. It can further decide for itself how to interpret your tax return but that is about it so a treuhand from one canton can help you complete a tax return for another canton only it might not be fully optimised. Oh I forget to add. ***Generally***, if the tax return has been completed by a treuhand then the tax authorities will simply accept it as they are going on the principle that it has been reviewed and completed by someone who knows what they are doing. If the treuhand is from another canton they are very likely to inspect it closely to make sure they are not filling in something according to "their" cantons rules.

Hi Richard - thanks for the useful information . I'll try and find a good accountant in Zug and update this thread with the contacts details....

Hi

Yes, I will be completing the tax return for the first time.

What is easytax ?

Regards

Easytax is the electronic method of filling in the tax return. It prompts you to fill in boxes and has numerous tabs etc to fill in extra detail and then it produces a printout for the tax authorities. It also very usefully allows you to maintain and import last years data so you can see what you told the authorities in the previous year so that you can have some form of continuity which helps disguise statements that are not the whole truth . You can download it from the tax authority website or from Easytax itself which goes under hwis.ch. Note though that Baselstadt have their own version which is more or less identical called Baltax I think.

This is a long shot, but does anyone have a German accountant located near Basel? We are looking to replace our business accountant (for our German registered business) as he is extremely high priced. English or German-only is OK.