Tax advisor bern

Tax Return Services in Bern – Fair and Transparent Pricing

Let us handle your tax return while helping you benefit from legal tax optimization. Our pricing is based on the complexity of your tax situation:

• Simple tax return for individuals or married couples: CHF 100 – CHF 300

• Complex tax return (including securities, mortgages, real estate, etc.): CHF 300 – CHF 1,000

• Tax return for GmbH or AG: starting at CHF 800

• Tax return for self-employed individuals with a completed annual financial statement: CHF 500 – CHF 800

• Tax optimization and advisory services: CHF 150 – CHF 300 per hour

Tax Return Checklist Bern

Personal Information:

• Date of birth

• Social security number (AHV number)

• Marital status

• Religious affiliation

• Profession

• Employer

• Employment rate (%)

• Self-employed: Yes or No

• Owner / Co-owner of a company

• Private and business phone number

• Email address

Minor Children or Children in Education:

• Full name and year of birth of the children

• School or training company

• Expected end date of education

• Child’s income (employment, scholarships, pensions)

• Living in the same household: Yes or No

Dependents in Need of Support:

• Full name and year of birth

• Place of residence and address

• Support payments made during the tax year

• Living in the same household: Yes or No

General Information:

• Copy of your latest tax return

• Copy of your latest tax assessment

• Place of residence on January 1st and December 31st

• Date of marriage / separation / divorce, if applicable

• Securities and assets received or separated due to advance inheritance, inheritance, or gifts

Income from Switzerland and Abroad:

• All salary statements (main and secondary employment, attendance fees, board member fees, etc.)

• For self-employed individuals: Final annual financial statement with account overviews

• Confirmation of AHV, disability (IV), pension fund, and other pension incomes

• Statements of daily allowances for accident, illness, unemployment, or military service compensation (EO)

• Directly paid child and family allowances

• Alimony or maintenance payments received from a divorced or separated spouse for yourself or your children

• One-time lump-sum payments

• Undistributed inheritances

• Other income sources

Real Estate:

• Canton / Municipality / Street with number / Parcel or STWEG number / Year of construction

• New property valuations received during the tax year

• Net rental income per tenant

• Details on residential rights and other earnings

• Paid ground rent

• Copies of invoices for actual maintenance costs

• Rental income from furnished holiday apartments

Securities:

• Account balances as of December 31st and gross interest for the tax year (interest statements)

• Newly opened and closed bank accounts

• Shares / Bonds / Investment funds

• Loan and current account balances

Professional Expenses:

• Commuting costs (public transport subscription, motorcycle, private car - km per day)

• Meal expenses away from home (number of days) / Is there a company canteen?

• Additional costs for weekly commuters

• Costs for further education or retraining

Debts:

• Mortgages, loans, and credits as of December 31st and interest paid

• Directly received interest subsidies

Insurance Premiums:

• Health and accident insurance premiums

• Refunds of health insurance premiums

• Life insurance policies (surrender value as of December 31st)

Medical Expenses:

• Copies of invoices for significant, self-paid medical and dental costs, hospital stays, nursing homes, home care services (Spitex), minus health insurance reimbursements

Other Deductions:

• Alimony or maintenance payments to a separated or divorced spouse and children

• Contributions to AHV and accident insurance

• Confirmation of voluntary pension fund purchases (2nd pillar)

• Confirmation of contributions to the 3rd pillar (pillar 3a)

We are ready to assist you with your taxes in Bern. Contact us today to arrange your free initial consultation and discover how we can help you save time and money.