Deloris AG

About Deloris AG

Founded in 2009 in Zurich by a group of financial planners, this tax consultancy focuses on private individuals and presents itself as a specialist for expatriates in the German-speaking cantons. It has handled upwards of 3,800 clients and employs a small team of tax consultants and back-office staff, with advice offered in German, English, French and Czech. Since 2022 it has belonged to a regional cooperative bank on Lake Zurich while stating that it remains independent and gives no investment recommendations. Work centres on Swiss tax returns, double-taxation questions, cooperation with US tax preparers for American clients, and penalty-free voluntary disclosure of undeclared assets. Fixed-price packages and hourly rates are published on the website. No company formation or bookkeeping services are described.

Services

Services include preparation and review of Swiss personal tax returns, identification of deductions, and representation before the Zurich tax authorities. Expatriate offerings cover tax returns for newcomers, guidance on double-taxation agreements, and coordination with US tax preparers. The firm also runs voluntary disclosure procedures for undeclared income or assets, and offers consultations on personal finance questions at an hourly rate, with mortgage and financial planning available through its banking parent. Fixed packages scale with complexity, and surcharges apply to securities, property or additional documents.

• ✕ Company formation: not listed
• ✕ Accounting and bookkeeping: not listed
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed

Published prices

• Individual tax returns from CHF 350
• Packages from CHF 850 and CHF 1,350
• Hourly rate CHF 350 for tax questions
• Personal finance consultation CHF 250 per hour

As published by the firm. Prices change; the firm's quote is what counts.