Finding a tax advisor, consultant or accountant

Finance, Taxes, Banking, Insurance and Retirement
61
You'll pay expensively for a Zürich based one for mediocre service.

I know a few expats who pay 1000CHF for shit service and still get a whcking great bill from the tax office.

I've never met Denise here but I'm satisfied:

Colfina Finanz/Treuhand GmbH

Steinlettenweg 7, Postfach 36

5074 Eiken

Tel ++41 (0)62 875 82 75

FAX ++41 (0)62 875 82 76

http://www.colfina.ch

mailto😃[email protected]

62
One thing I remember reading somewhere (this thread perhaps?) was that I should get an accountant who practices in the same canton as I do, because cantons like it when forms are prepared by accountants in their districts. (And perhaps because accountants will be more likely to know canton-specific rules...). Eiken is in Aargau and i'm in Zurich - do you think this matters?

thanks for the suggestion in any case! I do definitely want to avoid expensive mediocre tax accountants...

63
I found my accountant on this thread - and he was very helpful and easy to deal with. 10mins and few emails. OK, so far he has not delivered my return to me, but he's only had it a day or two.

Anyhow, he also provided me with a checklist - very useful and made my gathering info dead easy. Hopefully the following will help someone.

Patrick Kaiser

Treuhand Abt AG

Lättenwiesenstrasse 3

Postfach 1122

CH-8152 Glattbrugg

Tel. +41 44 874 46 46

Fax. +41 44 874 46 99

http://www.treuhand-abt.ch

[[email protected]](mailto😛[email protected])

[If he's rubbish, I'll let you know - but I seriously doubt that will be the case]

Sorry - Forgot to mention - it's around 250 - 300 chf

64
Even better, they prefer one in your Gemeinde (community).

65
I've just used Denise for the first time, she communicates well and charges a very competitive and fair rate. And she is not in my Gemeinde nor Bezirk

66
Need help or dont have the time to prepare your tax return.

Fully qualified Accountant with over 15 years of experience is at hand

to assist. Reasonable rates CHF180 - 250. prepared & delivered within 3 business days or less

For more Info

Please contact

Mr. Martin

pm for details

He will do both American & Swiss

67
He will..? So it's not you..

68
no its not but I can recommend

69
But 2 recommendations 3 posts apart?

And using a hotmail email address?

70
he also has a hispeed address, are you interested as these question are not related, he has been doing taxes for a while now and because of his rate I decided to pass the info on to people who might be interested

71
No.

He's expensive compared to the treuhand I use.

A hispeed email address is also unprofessional for a company.

72
Sorry he works full time and has a office where he does accounting for small businesses. His rates are very reasonable for some people

73
OK - now my return is done. The bill is in. Exactly as expected.

To sum up my experience - excellent. So much easier than when I was in the UK. And his English is first rate. I'll be using him from now on.

74
Hello All

Anyone know of an American Tax Consultant who can help me file USA returns?

Thanks for all the advice

75
did you actually read this thread?

clue: start from the bottom and work upwards.

76
My wife and I have recently retired to Switzerland. We live close to Sion in Valais and would appreciate some advice on making our tax returns. I had thought that I would use a Tax Accountant, preferably somebody from Sion or Sierre.

Can anybody recommend somebody please?

Thanking you in anticipation

Georges

77
Dear All,

I urgently need information on two questions:

1) Can anybody suggest a firm (in lausanne area) that can file my tax returns for 2007? I do not speak French

2) Can I get a tax reduction if I am paying a student loan ?

I am an Indian working in swiss on B permit

Thanks in advance

Regards

rsm296

78
Are you not taxed at source?

By the way, it is Switzerland. Unless you mean swiss airlines...

79
Can anyone tell me if there is a deadline for an employer to give their employee their annual earnings and withholding statement, i.e. W2 for US.

My wife has not received anything yet and has had much difficulty regarding her earnings/withholdings for the short few months she has been in Zurich . I am moving over in March and would like to file our 2007 US return prior to leaving.

Many thanks.

80
Hello, I am from UK and on a B permit. My family live in UK. I am told that I do not need to file in Switzerland as I am taxed at source. Is this correct ? Does anyone know a good tax advisor in Baselland or Basel ?

Thanks,

Grasshopper