Services
Four areas.
one roadmap.
Each service can be booked on its own. It works best when everything comes together, because tax, structure and pensions are connected when you move.
What we take care of
From the first exit planning to ongoing accounting in Switzerland. Choose an area to see the details.
Tax & relocation
The most expensive mistake when moving to Switzerland happens before the move. We plan timing, structure and sequence so that Germany doesn't tax you longer than necessary and Switzerland taxes you correctly from day one.
Switzerland · by us
- Federal, cantonal and municipal tax returns
- Withholding tax, rate corrections, ordinary assessment
- Comparison of cantons and municipalities
- Review of lump-sum taxation
- Representation before the tax authorities
Germany · by partner firm
- Exit taxation under § 6 AStG
- Extended limited tax liability
- Germany–Switzerland tax treaty
- Final income tax return
- German property and shareholdings
Advice on German tax law is provided exclusively by our partner firms with tax advisers licensed in Germany. We coordinate, you have one contact.
Fiduciary & accounting
Clean figures, returns on time, no surprises. For individuals with complex affairs and for companies starting up or already operating in Switzerland.
Companies
- Bookkeeping and annual accounts under Swiss law
- Payroll incl. social security
- VAT registration and returns
- Corporate tax return
- Cash-flow and budget planning
Individuals
- Personal tax return incl. securities
- Property in Switzerland and abroad
- Document management and deadline control
- Correspondence with authorities
- Annual tax planning
Company set-up & move
Whether you incorporate a Swiss company, bring your business along or simply move your residence: we make sure the steps happen in the right order.
Company
- Incorporation of GmbH or AG incl. commercial register
- Holding and shareholding structures
- Relocation of registered office and branches
- Business account and capital deposit
- Domicile and organisation
Private move
- Residence permit (L / B) and registration
- Deregistration in Germany
- Health insurance within three months
- Choice of canton and municipality
- Checklist for the first 90 days
Wealth & pensions
Your whole pension system changes when you move. We bring German entitlements and Swiss pillars into one picture, implemented with selected, specialised partners.
Swiss pensions
- Pillar 3a: contributions and tax effect
- Pension fund: buy-ins and withdrawal planning
- Identifying AHV gaps
Wealth & real estate
- German pension rights and contracts
- Mortgage financing in Switzerland
- Asset structure across two countries
Wealth and pension services are currently provided together with selected partners.
Process
From the first conversation to your first Swiss tax return.
First meeting
We understand your situation: income, assets, shareholdings, family, timeline.
Both sides analysed
We review the Swiss side, the partner firm the German side. The result: one shared roadmap.
Implementation
Deregistration, exit topics, arrival, incorporation, accounts, pensions. We coordinate every step.
Ongoing support
Tax returns, accounting and annual planning. Long after the move.