Our services

Private tax planning

Who does this apply to?

To all those employed by local / international Swiss companies of all nationalities living in Switzerland. We also have a high demand to provide tax advice to employees of international organizations (UN, WTO, World Bank etc.)
To retired or early-retired people living off their Swiss or overseas pensions as well as tax considerations on their assets.
To all people who own property or assets abroad or in Switzerland.

How can we help?

We can define a clear and safe 2-10 year tax strategy by using different tax optimization methods. If you are an employee, we can advise on pension buy-back and tax optimization through 3rd pillar payments.

If you are a property owner, we will be able to help optimize the deductions related to the property’s maintenance. If you live off your assets, we will be able to define if your debt / asset ratio is appropriate for Swiss tax purposes, more specifically – wealth tax.

Private tax planning

Who does this apply to?

To people who are set up as self-employed without employees (or with minimal staff), either as an Sàrl/SA structure or sole trader.

How can we help?

Running your own company brings great responsibility, sometimes more than you anticipated. As a first step you will need to set up your administrative structure correctly to manage accounting, tax and payroll compliance. Depending on your revenue, you will have multiple administrative obligations. At Fidela, we can help identify them for you and make sure a clear and efficient work methodology is in place to manage them.

Secondly, you will need to define a clear long term personal and business tax strategy (which are intrinsically linked). As a self-employed person you have multiple optimization options when it comes to distribution (dividend or salary) or to simply understand what you can expense to the company. We can advise you on these topics for peace of mind.

Solo entrepreneurs tax planning

Our prices

We know cost is a big consideration when you're hiring a tax adviser, but we guarantee our expertise and experience will make this investment worthwhile.

All of our clients are unique; they have different needs, different ambitions and different ways of working. That’s why we don’t offer rigid annual packages or fixed prices or expect private clients to settle for a one-size-fits-all pricing model. Instead, we devise a completely bespoke package / service that meets the needs of each client.

At Fidela, we promise only the best service, at an affordable price.