Taxes
Plan Smart. Save More. Stay Compliant.
Swiss Tax Planning that Works for You
Whether you’re a resident, an expat, or planning to retire abroad—navigating Swiss taxes isn’t always simple. Our team simplifies the process with clear, compliant, and strategic tax solutions tailored to your situation.
From optimizing deductions to clarifying filing obligations, we make sure your money works harder for you—not the other way around.
Your Finances Deserve Certainty. Your Tax Plan Should Provide It.
Inaccurate filings. Missed deductions. Hidden liabilities. These aren’t just inconveniences—they can impact your future. That’s why individuals and families across Switzerland trust Vita Finance to bring transparency and strategy to their tax planning.
We don’t just file returns—we help you build a plan that supports your financial health for years to come:
- Maximize available deductions and allowances
- Ensure compliance with Swiss and international tax regulations
Avoid double taxation and reporting gaps
90% of our clients reduce their tax burden
80% gain clarity on their long-term financial outlook
We help you file with confidence, plan with foresight, and keep more of what you earn.
Tax Planning, Made Clear and Simple.
Claim Every Deduction You’re Entitled To
We help you identify eligible deductions—ranging from professional expenses to dependents—tailored to your canton, lifestyle, and employment status.
Stay Compliant Across Borders
Whether you're working remotely, living abroad, or returning home, we guide you through proper filings, double taxation risks, and departure obligations.
Plan Ahead for Long-Term Tax Efficiency
From retirement income to property transactions, we help structure your financial decisions with smart, forward-thinking tax strategies.
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Insurance Services
Which Tax Planning Path Suits You Best?
Smart tax planning isn’t one-size-fits-all. Whether you’re a local resident, expat, business owner, or retiree, we help you navigate Switzerland’s tax system with clarity and foresight.
With Vita Finance, you’ll explore strategies like:
- Income Tax Review Detailed analysis of your current tax situation with tailored recommendations to reduce your annual tax burden.
- Expats & Cross-Border Guidance Navigate international obligations with ease—avoid double taxation and align with Swiss residency and bilateral agreements.
- Departure & Relocation Tax PlanningPlanning a move? We help optimize your departure filing, reclaim tax credits, and manage your tax residence status.
- Future-Proofing Strategies From investment structuring to pension withdrawals, we help you build a forward-looking plan that minimizes taxes over time.
Swiss Taxes, Made Understandable
We believe good advice begins with good answers. These are the questions many of our clients ask when navigating Swiss tax laws, cross-border filings, or long-term financial strategies. If you’re wondering the same, you’re not alone—and we’re here to help.
We offer end-to-end tax support—from annual filings to long-term optimization, relocation tax advisory, and voluntary disclosures.
Yes. Whether you’re a first-time filer or recently moved to Switzerland, we walk you through your obligations and opportunities step-by-step.
In many cases, yes—especially if you own property, have income in Switzerland, or want to avoid double taxation. We help you file correctly.
We support you through the voluntary disclosure process to correct errors, minimize penalties, and restore compliance.
Absolutely. From 2nd and 3rd pillar withdrawals to retirement tax strategies, we help you optimize your pension income before and after retirement.
Always. We operate under Swiss data protection law and handle every client file with strict confidentiality and secure infrastructure.
Start with a free, no-obligation consultation. We’ll review your tax needs and give you a clear path forward.
Need Help Choosing the Right Plan?
Speak with a licensed expert and get a free, personalized comparison in minutes. Whether you’re switching providers or insuring your family for the first time, we’re here to make it simple and stress-free.