taxum AG

About taxum AG

Boutique tax practice on Zurich's Bahnhofstrasse, founded and led by a tax adviser with an international background. It concentrates on personal tax returns for employees, self-employed professionals and internationally mobile clients, including people who have just arrived in Switzerland or are about to leave. A dedicated message addresses clients with cross-border questions such as double taxation, international social security and intercantonal or international tax allocation. The small team includes a former Big Four adviser with experience of UK and US requirements. Its English-language site, podcast and blog target expatriates, and it cooperates with a network of independent partners in real estate, insurance and wealth planning for international residents. Prices for three tax-return packages and add-ons are shown openly. The firm does not set up companies or keep accounts.

Services

Tax return preparation in three packages, from a basic filing to full tax representation including review of assessments and objections. Add-ons cover dual-income households, mid-year arrivals, refund of foreign withholding tax, intercantonal or international allocation, securities and property declarations, and express processing. Advisory work covers tax planning, cross-border issues, social insurance, home ownership, self-employment and tax aspects of leaving Switzerland or taking pension capital. Seminars and an online knowledge hub supplement the offer.

• ✕ 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

• Tax return packages: Bronze CHF 360
• Silver CHF 800
• Gold CHF 1,300
• Express service CHF 300

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