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Old 24.01.2019, 13:25
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Urgent recommendation needed: English speaking tax/financial advisor in Canton Vaud

Hello all,
We moved from Switzerland to Germany in Sep 2018. As always we were asked to file returns by end of December 2018. Since I was unable to find a financial advisor I requested an extension. I now have been granted an extension till end of Feb 2019.
However, many of the local companies in the Nyon and Morges area refused as they cannot speak English and I cannot mange with French.
Does anyone know a affordable tax advisor/financial consultant who can speak English and file our returns for us. BTW last year we used an agency suggested by my company and ended up paying more than 2500 CHF for the return Both of us are employed and my tax is deducted at source and my husband is free lancer.
I saw from other pages that this would cost approximately 250CHF. We are ready for this despite the fact that we no longer earn in CHF, but want to avoid any long discussions with the tax authorities in case we miss something on the online submission.

Thanks for your help!
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Old 24.01.2019, 13:55
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Re: Urgent recommendation needed: English speaking tax/financial advisor in Canton Va

Chf 250.-- is for a simple tax return as your husband is a free lancer it is a little more complicated.


Look around for any fiduciary company, i guess between Chf 500 - 1'000.-- depending on your husbands situation
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Old 24.01.2019, 14:19
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Re: Urgent recommendation needed: English speaking tax/financial advisor in Canton Va

Try to get a firm quote! And be clear on billing.. Don't be me..
I used one in Nyon, I won't name them here but quite near the train station. Ask me if you want to know privately.

I'm a simple case, nothing complex but I had to file 4 previous years. I ended up with a massive bill. The company kept asking for more documents, receipts etc etc, some from years ago.. A whole bunch of back and forward over email and phone for weeks until they had everything..
Stupidly I didn't realise that every time they called/emailed asking for something, it was added to the bill, every time I replied, onto the bill, they read something I sent them, onto the bill, more and more and more.
In the end that receipt for xyz from 4 years ago which took me ages to track down, actually had zero effect on my tax bill, it just further lined their pockets. You know that sort of thing.

There are EN speaking fiduciers in the area.. I've found another one but havn't actually done anything with them yet so can't recommend.
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Old 24.01.2019, 22:30
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Re: Urgent recommendation needed: English speaking tax/financial advisor in Canton Va

Not speaking French is the problem. You can actually get lots of free help from the tax authorities in Lausanne. More forthcoming certainly than their British or American counterparts. I've always done my own Vaud and Valais taxes. The only country where I didn't even try was France -- I used to own a ski apartment and didn't want to spend the time to learn.
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Old 24.01.2019, 23:06
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Re: Urgent recommendation needed: English speaking tax/financial advisor in Canton Va

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Not speaking French is the problem. You can actually get lots of free help from the tax authorities in Lausanne. More forthcoming certainly than their British or American counterparts. I've always done my own Vaud and Valais taxes. The only country where I didn't even try was France -- I used to own a ski apartment and didn't want to spend the time to learn.



Her husband is a "Free lancer" that makes it somewhat more complicated and a far bigger risk of not deducting what is deductible than somebody with a salary
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Old 27.01.2019, 20:11
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Re: Urgent recommendation needed: English speaking tax/financial advisor in Canton Va

I just send a private message.

Best R
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Old 27.01.2019, 20:58
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Re: Urgent recommendation needed: English speaking tax/financial advisor in Canton Va

Quote:
Her husband is a "Free lancer" that makes it somewhat more complicated and a far bigger risk of not deducting what is deductible than somebody with a salary
but hearing about the high cost of a professional help I would perhaps take the risk of "not deducting" something then bother with fiduciary advisors.

By the way, you can deduct whatever you fancy and submit the tax return. It's not a crime. Your tax declaration is going to be verified, non applicable deductions are removed.

Anyway why didn't you ask for tax assessment when you were leaving Switzerland? For me it makes more sense to close the file when moving rather than delaying it till the end of the tax year.
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Old 16.03.2019, 16:52
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Re: Urgent recommendation needed: English speaking tax/financial advisor in Canton Va

Hi

I'm looking for a tax advisor. Nothing major. Just simple filing.

PM me if you know any in Geneva?
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