Finding a tax advisor, consultant or accountant - Page 4

gbn · #61 13.01.2008, 16:06

	Quote:	xaphod
	Yay tax time. I moved from USA to Switzerland on an open-ended local contract (NOT EXPAT). I am not an american citizen, nor do I have a green-card, so I don't have to report my Swiss income for 2006 on my American tax return. Not sure if this holds the other way around , I presume it does... anyway, I need someone to file my taxes for me since I understand neither German (yet) nor French. They need to be in Zurich, and they need to be cheap because I do NOT have complicated circumstances. The only thing I want to do is try to get some of the tax back that i paid on my relocation expenses ... which were paid here in Switzerland and taxed (ARRRGGGHH! Why do relocation expenses get taxed...!). Complicated part is that i paid for some of these expenses in america with american funds, but got reimbursed in swizterland (and subsequently taxed here too). Any suggestions for a tax person in Zurich? I'm in Enge.

You'll pay expensively for a Zürich based one for mediocre service.
I know a few expats who pay 1000CHF for shit service and still get a whcking great bill from the tax office.

I've never met Denise here but I'm satisfied:
Colfina Finanz/Treuhand GmbH
Steinlettenweg 7, Postfach 36
5074 Eiken
Tel ++41 (0)62 875 82 75
FAX ++41 (0)62 875 82 76
http://www.colfina.ch
mailto:denise.collin@colfina.ch

xaphod · #62 13.01.2008, 21:17

	Quote:	gbn
	You'll pay expensively for a Zürich based one for mediocre service. I know a few expats who pay 1000CHF for shit service and still get a whcking great bill from the tax office. I've never met Denise here but I'm satisfied: Colfina Finanz/Treuhand GmbH Steinlettenweg 7, Postfach 36 5074 Eiken Tel ++41 (0)62 875 82 75 FAX ++41 (0)62 875 82 76 http://www.colfina.ch mailto:denise.collin@colfina.ch

One thing I remember reading somewhere (this thread perhaps?) was that I should get an accountant who practices in the same canton as I do, because cantons like it when forms are prepared by accountants in their districts. (And perhaps because accountants will be more likely to know canton-specific rules...). Eiken is in Aargau and i'm in Zurich - do you think this matters?

thanks for the suggestion in any case! I do definitely want to avoid expensive mediocre tax accountants...

Patch · #63 26.01.2008, 20:49

I found my accountant on this thread - and he was very helpful and easy to deal with. 10mins and few emails. OK, so far he has not delivered my return to me, but he's only had it a day or two.

Anyhow, he also provided me with a checklist - very useful and made my gathering info dead easy. Hopefully the following will help someone.

Patrick Kaiser
Treuhand Abt AG
Lättenwiesenstrasse 3
Postfach 1122
CH-8152 Glattbrugg
Tel. +41 44 874 46 46
Fax. +41 44 874 46 99
http://www.treuhand-abt.ch
mailto

atrick.kaiser@tabt.ch

[If he's rubbish, I'll let you know - but I seriously doubt that will be the case]

Sorry - Forgot to mention - it's around 250 - 300 chf

Cher · #64 26.01.2008, 22:05

It's That time of Year again
> Need help or dont have the time to prepare your tax return.
>
> Fully qualified Accountant with over 15 years of experience is at hand
> to assist. Reasonable rates
>
> For more Info
>
> Please contact
>
> <Mr. Martin
> Cell # 079'842'3154
> email. ryanomartin@hotmail.com

gbn · #65 27.01.2008, 09:42

	Quote:	xaphod
	One thing I remember reading somewhere (this thread perhaps?) was that I should get an accountant who practices in the same canton as I do, because cantons like it when forms are prepared by accountants in their districts. (And perhaps because accountants will be more likely to know canton-specific rules...). Eiken is in Aargau and i'm in Zurich - do you think this matters? thanks for the suggestion in any case! I do definitely want to avoid expensive mediocre tax accountants...

Even better, they prefer one in your Gemeinde (community).

Lob · #66 27.01.2008, 12:30

I've just used Denise for the first time, she communicates well and charges a very competitive and fair rate. And she is not in my Gemeinde nor Bezirk

Cher · #67 27.01.2008, 17:46

Need help or dont have the time to prepare your tax return.

Fully qualified Accountant with over 15 years of experience is at hand
to assist. Reasonable rates CHF180 - 250. prepared & delivered within 3 business days or less

For more Info

Please contact

Mr. Martin

pm for details

He will do both American & Swiss

#68 27.01.2008, 18:00

He will..? So it's not you..

Cher · #69 27.01.2008, 18:14

no its not but I can recommend

gbn · #70 27.01.2008, 20:27

	Quote:	Cher
	no its not but I can recommend

But 2 recommendations 3 posts apart?
And using a hotmail email address?

Cher · #71 27.01.2008, 20:33

he also has a hispeed address, are you interested as these question are not related, he has been doing taxes for a while now and because of his rate I decided to pass the info on to people who might be interested

gbn · #72 28.01.2008, 06:25

	Quote:	Cher
	he also has a hispeed address, are you interested as these question are not related, he has been doing taxes for a while now and because of his rate I decided to pass the info on to people who might be interested

No.
He's expensive compared to the treuhand I use.
A hispeed email address is also unprofessional for a company.

Cher · #73 28.01.2008, 19:31

Sorry he works full time and has a office where he does accounting for small businesses. His rates are very reasonable for some people

Patch · #74 31.01.2008, 20:09

	Quote:	Patch
	I found my accountant on this thread - and he was very helpful and easy to deal with. 10mins and few emails. OK, so far he has not delivered my return to me, but he's only had it a day or two. Anyhow, he also provided me with a checklist - very useful and made my gathering info dead easy. Hopefully the following will help someone. Patrick Kaiser Treuhand Abt AG Lättenwiesenstrasse 3 Postfach 1122 CH-8152 Glattbrugg Tel. +41 44 874 46 46 Fax. +41 44 874 46 99 http://www.treuhand-abt.ch mailtoatrick.kaiser@tabt.ch [If he's rubbish, I'll let you know - but I seriously doubt that will be the case] Sorry - Forgot to mention - it's around 250 - 300 chf

OK - now my return is done. The bill is in. Exactly as expected.

To sum up my experience - excellent. So much easier than when I was in the UK. And his English is first rate. I'll be using him from now on.

ladyabi · #75 05.02.2008, 14:54

Hello All
Anyone know of an American Tax Consultant who can help me file USA returns?

Thanks for all the advice

Lob · #76 05.02.2008, 15:09

	Quote:	ladyabi
	Hello All Anyone know of an American Tax Consultant who can help me file USA returns? Thanks for all the advice

did you actually read this thread?
clue: start from the bottom and work upwards.

georges · #77 06.02.2008, 10:24

My wife and I have recently retired to Switzerland. We live close to Sion in Valais and would appreciate some advice on making our tax returns. I had thought that I would use a Tax Accountant, preferably somebody from Sion or Sierre.

Can anybody recommend somebody please?

Thanking you in anticipation

Georges

rsm296 · #78 18.02.2008, 18:29

Dear All,

I urgently need information on two questions:

1) Can anybody suggest a firm (in lausanne area) that can file my tax returns for 2007? I do not speak French

2) Can I get a tax reduction if I am paying a student loan ?

I am an Indian working in swiss on B permit

Thanks in advance

Regards
rsm296

Shorrick Mk2 · #79 19.02.2008, 15:49

	Quote:	rsm296
	I am an Indian working in swiss on B permit

Are you not taxed at source?

By the way, it is Switzerland. Unless you mean swiss airlines...

jsherk · #80 20.02.2008, 16:31

Can anyone tell me if there is a deadline for an employer to give their employee their annual earnings and withholding statement, i.e. W2 for US.

My wife has not received anything yet and has had much difficulty regarding her earnings/withholdings for the short few months she has been in Zurich. I am moving over in March and would like to file our 2007 US return prior to leaving.

Many thanks.