File a tax return

We handle your tax return reliably and competently. Online, by post or together with a personal consultation or e-meeting.

ONLINE

You provide us with your documents via our customer portal
CHF 149 Base fee
  • 100 % digital
  • Independent of location
  • WhatsApp available
  • Digital release receipt
  • Customer portal
flexible

Personal

We advise you personally in one of our offices or e-meeting
CHF 299 Base fee
  • 1. consultation hour incl.
  • E-Meeting available
  • Zurich or Winterthur
  • Physical release receipt
  • Customer portal available
Individual

Post

You send us your documents by post and receive the release receipt by post
CHF 179 Base fee
  • Postal correspondence
  • Independent of location
  • WhatsApp available
  • Physical release receipt
  • Customer portal available
easy

The following services are not included in the base fee and will be charged additionally according to expenditure (CHF 45.00 per 15 minutes or part thereof and per position unless otherwise stated)
– You have more than 2 children
– You are self-employed
– you make or receive maintenance contributions of any kind
– You own real estate or land for which no flat-rate deduction is possible or outside the canton of Zurich or abroad
– You own more than one property or land
– You are taxable outside the canton of Zurich
– You have more than 1 salary statement, pension statement or certificate AVS or partner for the tax year
– You have assets abroad or course enquiries ESTV or DA-1/DA-2/DA-3 form
– more than 5 positions in the list of donations, assets or debts
– you have received or made capital payments
– Separate listings of all types
– Tax return during the year
– Tax evasion (intercantonal, international)
– You are not primarily liable to tax in the canton of Zurich
– You are a cross-border commuter or weekly resident
– Requesting missing documents of any kind or inquiries by e-mail or chat in case of uncertainties
– Express order 72 hours 49.00 CHF or express order 24 hours 99.00 CHF
– Legal representation (without objection) 49.00 CHF
– Telephone calls & tax advice according to the tariff at 70.00 CHF (excl. VAT) per 15 minutes or part thereof

It has never been so easy

See for yourself how easily you can file your tax return with us

Step 1

Place your order with us for the preparation of the tax return.

Step 2

Provide us with your tax documents according to the checklist.

Step 3

Sign the release receipt and send the documents.

Our video explains the process very simply

Frequently asked questions

How long does it take to prepare the tax return?

We usually prepare your tax return within 1 – 3 weeks. In urgent cases you can also use our express order option. Express orders will take 3 working days.

Can I drop off my tax documents?

If you book a personal appointment, you can bring your tax documents to the appointment. Alternatively, you can choose to bring your tax documents by post or online.

What does base fee mean?

These are the minimum costs for the chosen option (online, mail, personal) and cover most simple tax situations. There may be additional costs.

Which documents do I need?

A checklist for the relevant tax documents can be found here. Depending on your individual situation, additional documents may be required.

What is a release receipt?

We submit your tax return digitally to the tax office. This means you only have to sign and submit a one-sided release receipt. The forms have already been submitted.

Will I receive a copy of my tax return?

Of course, we always have a digital copy of your tax return. Send us an email or a message via WhatsApp and we will send you your documents.

1. Checkliste

runterladen

3. Unterlagen

Abschicken

Schicken Sie Ihre Steuerunterlagen zusammen mit dem unterschriebenen Auftragsformular an:

Expertiva AG
Schaffhauserstrasse 550
8052 Zürich

Klicken Sie auf das Icon um die Checkliste herunterzuladen. Hier finden Sie eine ausführliche Aufstellung der notwendigen Unterlagen zur Erstellung Ihrer Steuererklärung.

Klicken Sie auf das Icon um das Auftragsformular herunterzuladen. Sie können dies bequem am PC ausfüllen und anschliessend ausdrucken und unterschreiben.

Rückruf

Gerne rufen wir Sie zurück

1. Download

Checklist

2. Download

Order form

3. Sign

Documents

Send your tax documents together with the signed order form to:

Expertiva AG
Schaffhauserstrasse 550
8052 Zürich

Click on the icon to download the checklist. Here you will find a detailed list of the necessary documents for preparing your tax return.

Click on the icon to download the order form. You can fill it out conveniently on your PC and then print it out and sign it.

Callback

We will gladly call you back