Tax Advisor luzern

Telefonnummer 041 560 31 67

Let our professionals handle your tax return and help you benefit from legal tax-saving opportunities. Our pricing depends on the complexity of your tax situation:

• Simple tax return for individuals or married couples: CHF 100 – CHF 300

• More complex tax return (including securities, mortgages, real estate, etc.): CHF 300 – CHF 1,000

• Tax return for GmbH or AG: starting at CHF 800

• Tax return for self-employed individuals with a completed annual report: CHF 500 – CHF 800

• Tax advisory services for tax optimization: CHF 150 – CHF 300 per hour

Personal Information:

• Date of birth

• Social security number (AHV number)

• Marital status

• Religious affiliation

• Profession

• Employer

• Employment rate (%)

• Self-employed: Yes or No

• Owner / Co-owner of a company

• Private and business phone number

• Email address

Minor Children or Children in Education:

• Full name and year of birth of the children

• School or training company

• Expected end of education

• Income of the child (employment, scholarships, pensions)

• Living in the same household: Yes or No

Dependents in Need of Support:

• Full name and year of birth

• Place of residence and address

• Support payments made during the tax year

• Living in the same household: Yes or No

General Information:

• Copy of your most recent tax return

• Copy of your most recent tax assessment

• Place of residence on January 1st and December 31st

• In case of marriage / separation / divorce: date of change

• Securities and assets received or separated due to advance inheritance, inheritance, or gifts

Income from Switzerland and Abroad:

• All salary statements (main and secondary employment, attendance fees, board member fees, etc.)

• For self-employed persons: Final annual financial statements with account details

• Confirmation of AHV, disability (IV), pension fund, and other pension income

• Statements of daily allowances for accident, illness, unemployment, or military service compensation (EO)

• Directly paid child and family allowances

• Alimony or maintenance payments received from a divorced or separated spouse for yourself or children

• One-time lump-sum payments

• Undistributed inheritances

• Other sources of income

Real Estate:

• Canton / Municipality / Street with number / Parcel or STWEG number / Year of construction

• New property valuations received during the tax year

• Net rental income per tenant

• Details on residential rights or other income

• Paid ground rent

• Copies of invoices for actual maintenance costs

• Rental income from furnished holiday apartments

Securities:

• Balance as of December 31st and gross interest for the tax year of all bank accounts (interest statements)

• Newly opened and closed accounts

• Shares / Bonds / Investment funds

• Loans and current account balances

Professional Expenses:

• Commuting costs (public transport subscription, motorcycle, private car - km per day)

• Meal expenses away from home (number of days) / Is there a company canteen?

• Additional costs for weekly commuters

• Costs for further education or retraining

Debts:

• Mortgages, loans, and borrowings as of December 31st and interest paid

• Directly received interest subsidies

Insurance Premiums:

• Health and accident insurance premiums

• Refunds of health insurance premiums

• Life insurance policies (surrender value as of December 31st)

Medical Costs:

• Copies of invoices for high, self-paid medical and dental costs, hospital stays, nursing homes, home care services, minus any reimbursements from health insurance

Other Deductions:

• Alimony or maintenance payments to a separated or divorced spouse and children

• Contributions to AHV and accident insurance

• Confirmation of voluntary pension purchases (2nd pillar)

• Confirmation of contributions to the 3rd pillar (pillar 3a)