Tax Advisor Bern

office is centrally located in Bern for easy access.

Free Initial Consultation

Tax Return Services in Bern – Fair and Transparent Pricing

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.

Steuerberater Aarberg

Steuerberater Aarwangen

Steuerberater Adelboden

Steuerberater Aefligen

Steuerberater Aegerten

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Steuerberater Berg

Steuerberater Gals

Steuerberater Gampelen

Steuerberater Gerzensee

Steuerberater Golaten

Steuerberater Gondiswil

Steuerberater Graben

Steuerberater Ligerz

Steuerberater Linden

Steuerberater Lohnstorf

Steuerberater Lotzwil

Steuerberater Loveresse

Steuerberater Lüscherz

Steuerberater Lütschental

Steuerberater Rüdtligen-Alchenflüh

Steuerberater Rüeggisberg

Steuerberater Rüegsau

Steuerberater Rumendingen

Steuerberater Rumisberg

Steuerberater Rümligen

Steuerberater Rüschegg

Alchenstorf

Allmendingen

Amsoldingen

Arch

Arni (BE)

Attiswil

Auswil

Bannwil

Bargen (BE)

Bäriswil

Bätterkinden

Beatenberg

Bellmund

Belp

Belprahon

Berken

Bettenhausen

Biel

Biglen

Bleienbach

Blumenstein

Bolligen

Boltigen

Bönigen

Bowil

Bremgarten bei Bern

Brenzikofen

Brienz (BE)

Brienzwiler

Brügg

Brüttelen

Buchholterberg

Büetigen

Bühl

Büren an der Aare

Burgdorf

Burgistein

Busswil bei Melchnau

Champoz

Clavaleyres

Corcelles (BE)

Corgémont

Cormoret

Cortébert

Court

Courtelary

Crémines

Därligen

Därstetten

Deisswil bei Münchenbuchsee

Diemerswil

Diemtigen

Diessbach bei Büren

Dotzigen

Dürrenroth

Eggiwil

Epsach

Eriswil

Eriz

Erlach

Erlenbach im Simmental

Ersigen

Eschert

Evilard

Fahrni

Farnern

Ferenbalm

Finsterhennen

Forst-Längenbühl

Fraubrunnen

Frauenkappelen

Freimettigen

Frutigen

Grandval

Grindelwald

Grossaffoltern

Grosshöchstetten

Gsteig

Gsteigwiler

Guggisberg

Gündlischwand

Gurbrü

Gurzelen

Guttannen

Habkern

Hagneck

Hasle bei Burgdorf

Hasliberg

Häutligen

Heiligenschwendi

Heimberg

Heimenhausen

Heimiswil

Hellsau

Herbligen

Hermrigen

Herzogenbuchsee

Hilterfingen

Hindelbank

Höchstetten

Hofstetten bei Brienz

Homberg

Horrenbach-Buchen

Huttwil

Iffwil

Inkwil

Innertkirchen

Ins

Interlaken

Ipsach

Iseltwald

Ittigen

Jaberg

Jegenstorf

Jens

Kallnach

Kandergrund

Kandersteg

Kappelen

Kaufdorf

Kehrsatz

Kernenried

Kiesen

Kirchberg (BE)

Kirchdorf (BE)

Kirchenthurnen

Kirchlindach

Köniz

Konolfingen

Koppigen

Krattigen

Krauchthal

Kriechenwil

La Ferrière

Landiswil

La Neuveville

Langenthal

Langnau im Emmental

Lauenen

Laupen

Lauperswil

Lauterbrunnen

Leissigen

Lengnau (BE)

Lenk

Leuzigen

Lützelflüh

Lyss

Lyssach

Madiswil

Matten bei Interlaken

Mattstetten

Meienried

Meikirch

Meinisberg

Meiringen

Melchnau

Merzligen

Mirchel

Mont-Tramelan

Moosseedorf

Mörigen

Mötschwil

Moutier

Mühleberg

Mühlethurnen

Münchenbuchsee

Münchenwiler

Münsingen

Müntschemier

Muri bei Bern

Neuenegg

Nidau

Niederbipp

Niederhünigen

Niedermuhlern

Niederönz

Niederried bei Interlaken

Nods

Oberbalm

Oberbipp

Oberburg

Oberdiessbach

Oberhofen am Thunersee

Oberhünigen

Oberlangenegg

Oberried am Brienzersee

Obersteckholz

Oberthal

Oberwil bei Büren

Oberwil im Simmental

Ochlenberg

Oeschenbach

Oppligen

Orpund

Orvin

Ostermundigen

Perrefitte

Péry-La Heutte

Petit-Val

Pieterlen

Plateau de Diesse

Pohlern

Port

Radelfingen

Rapperswil

Rebévelier

Reconvilier

Reichenbach im Kandertal

Reisiswil

Renan (BE)

Reutigen

Riggisberg

Ringgenberg (BE)

Roches (BE)

Roggwil (BE)

Rohrbach

Rohrbachgraben

Romont (BE)

Röthenbach im Emmental

Rubigen

Rüderswil

Rüti bei Büren

Rüti bei Lyssach

Rütschelen

Saanen

Safnern

Saicourt

Saint-Imier

Sauge

Saules (BE)

Saxeten

Schangnau

Schattenhalb

Schelten

Scheuren

Schüpfen

Schwadernau

Schwanden bei Brienz

Schwarzenburg

Schwarzhäusern

Schwendibach

Seeberg

Seedorf (BE)

Seehof

Seftigen

Signau

Sigriswil

Siselen

Sonceboz-Sombeval

Sonvilier

Sorvilier

Spiez

Steffisburg

Stettlen

Stocken-Höfen

St. Stephan

Studen (BE)

Sumiswald

Sutz-Lattrigen

Täuffelen

Tavannes

Teuffenthal (BE)

Thierachern

Thörigen

Thun

Thunstetten

Toffen

Trachselwald

Tramelan

Treiten

Trub

Trubschachen

Tschugg

Twann-Tüscherz

Uebeschi

Uetendorf

Unterlangenegg

Unterseen

Ursenbach

Urtenen-Schönbühl

Uttigen

Utzenstorf

Valbirse

Vechigen

Villeret

Vinelz

Wachseldorn

Wald (BE)

Walkringen

Walliswil bei Niederbipp

Walliswil bei Wangen

Walperswil

Walterswil (BE)

Wangen an der Aare

Wangenried

Wattenwil

Wengi

Wichtrach

Wiedlisbach

Wiggiswil

Wilderswil

Wiler bei Utzenstorf

Wileroltigen

Willadingen

Wimmis

Wohlen bei Bern

Wolfisberg

Worb

Worben

Wynau

Wynigen

Wyssachen

Zäziwil

Zielebach

Zollikofen

Zuzwil (BE)

Zweisimmen

Zwieselberg