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Old 24.02.2015, 16:11
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Tax preparation help/recommendations?

Hi everyone,

I'm wondering if any of you can personally recommend someone to help an expat with their taxes. I've seen a couple of ads here on EF, and contacted them. While I wait for a reply from either I'd like to know if any of you have used such a service and what your experience was.

To be clear, I'm a Canadian living and working full-time in Zürich. I have an ordinary position at a communication agency and earn under CHF 100'000 per year.

Does it make any sense for me to even consider going this way?

Edit: 2014 is the first year I'm on C-permit and need to pay taxes myself.
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Old 24.02.2015, 16:17
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Re: Tax preparation help/recommendations?

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Hi everyone,

I'm wondering if any of you can personally recommend someone to help an expat with their taxes. I've seen a couple of ads here on EF, and contacted them. While I wait for a reply from either I'd like to know if any of you have used such a service and what your experience was.

To be clear, I'm a Canadian living and working full-time in Zürich. I have an ordinary position at a communication agency and earn under CHF 100'000 per year.

Does it make any sense for me to even consider going this way?
Assuming you have tax deducted at source, on a B permit no.
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Old 24.02.2015, 16:18
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Re: Tax preparation help/recommendations?

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Assuming you have tax deducted at source, on a B permit no.
No, I do not. 2014 was the first year on a C permit.
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Old 24.02.2015, 16:20
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Re: Tax preparation help/recommendations?

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No, I do not. 2014 was the first year on a C permit.
Assuming you have a tiny understanding of the local language you should be able to do it yourself with software provided by your canton.

If you search the forum there is a very good explanation of how to fill in. ZH tax return
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Old 09.03.2015, 16:28
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Re: Tax preparation help/recommendations?

Hi Bernk, should you need any support for the preperation of your Swiss tax return I would be happy to serve you. I am a Swiss tax adviser specialized for Expats (www.expat-tax-consulting.ch).
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Old 09.03.2015, 21:30
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Re: Tax preparation help/recommendations?

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I'm wondering if any of you can personally recommend someone to help an expat with their taxes. I've seen a couple of ads here on EF, and contacted them. While I wait for a reply from either I'd like to know if any of you have used such a service and what your experience was.

To be clear, I'm a Canadian living and working full-time in Zürich. I have an ordinary position at a communication agency and earn under CHF 100'000 per year.

Does it make any sense for me to even consider going this way?
You can download the Zürich tax software, enter your earnings and your savings and see what tax you have to pay. On a C permit you are oblidged to file, so you gotte do it.
http://www.steueramt.zh.ch/internet/.../software.html


There's a tax guide in English to help you through it.
http://www.steueramt.zh.ch/internet/...1_neues-CD.pdf

If you have just one job, a couple of local bank accounts and nothing overseas, have no spouse or children, then it is easy. So easy you can use the simplified forms. Heck, for a beer or two I'd come around and show you!

If you have overseas property, have family, dependent children or others, make zillions of donations, have health problems that cost a fortune, hold loads of shares in companies all around the world, earn pension money, won the lottery, then it all gets more involved.... because you have to document what your situation is.

For a simple straightforward case, you can start and finish the tax return in the same evening, including taking notes for next year. That's assuming your documentation is in order!
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