Tax Advisor luzern

Are you looking for a professional and reliable tax advisor in Lucerne? Then you’ve come to the right place. Our experienced tax specialists are dedicated to helping you complete your tax

return correctly while offering tailored tax optimization strategies. Based in Lucerne, we have helped thousands of clients with their tax matters over the years.

Our services are trusted by private individuals, expats, sole proprietors, GmbHs, AGs, and startups. We provide tax consultations in German, English, French, and Italian to best meet the

needs of our diverse clientele. Our office is centrally located in Lucerne, making it easy to reach us for personal consultations.

Free Initial Consultation

We offer the first 30 minutes of your consultation free of charge to assess your current tax situation and discuss your options without obligation.

Kundenzufriedenheit

100% Sicherheit & Datenschutz

Mehrere CHF 100 Steuern im Jahr sparen

Tax Return Services in Lucerne – Transparent Pricing

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

Tax Return Checklist for Lucerne

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)

Treuhänder - Treuhandbüro Luzern

Eine Treuhandfirma und seine Treuhänder machen nicht nur Steuerberatungen, sondern noch viele weitere Dienstleistungen. Ein Treuhandbüro

übernimmt folgende Aufgaben:

Verwaltung von Gesellschaften

Domizilieren von Gesellschaften

Hinterlegungsverträge von Aktien

Allgemeine Sekretariatsaufgaben

Verwaltungsratsmandate

Geschäftsführungsmandate

Finanzplanungen und Liquiditätsplanungen

Analysen und Controlling

Budget und Planrechnungen

Kennzahlenvergleichen

Betriebsbuchhaltungen

Buchhaltung für kleine und mittlere Firmen (KMU)

Lohnbuchhaltung und Lohnabrechnungen

Lohnausweise

Sozialversicherungdeklaration

Quellensteuerabrechnung

Krankheitsfälle

Arbeitsverträge

Schwangerschaftsurlaub

AHV-Revisionen

Spesenreglemente

Unfallmeldungen

Berufliche Vorsorge

Grenzgänger

Anmeldung AHV

Anmeldung KTG

Anmeldung UVG

Überstunden

Ferien

Personaladministration

Debitorenbuchhaltung

Kreditorenbuchhaltung

MWST-Abrechnung

Zahlungsverkehr und Mahnwesen

Zwischenabschlüsse

Gesamte Finanzbuchhaltung mit Jahresabschluss und Steuerklärung

Wirtschaftprüfung (Revision)

Erbschaften, Nachlassverwalter, Willensvollstrecker

Folgende Branchen betreuen wir

Anwaltskanzleien

Apotheker

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Baufirmen

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Fahrlehrer und Fahrschulen

Fensterfirmen

Gärtnereien und Landschaftsarchitekten

Gerüstebauer

Geigenbauer

Handwerker

Hotels

Industrie und Handel

Fitnessstudios

Fotografen

Goldschmied

Graveur

Hochzeitsfotografen

Lackierei

Logistikfirmen

Kosmetikfirmen

Küchenfirmen

Malergeschäfte

Metallbauer

Metzgerei

Umzugsfirmen

Parkettleger

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Personal Trainer

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Reinigungsfirma

Restaurants und Catering

Sanitärfirmen

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Schönheitskliniken

Startups

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Steuerberater Adligenswil

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Steuerberater Horw

Steuerberater Inwil

Steuerberater Obwalden

Steuerberater Sarnen

Steuerberater Kerns

Steuerberater Alpnach

Steuerberater Sachseln

Steuerberater Engelberg

Steuerberater Giswil

Steuerberater Lungern

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Steuerberater Triengen

Steuerberater Udligenswil

Steuerberater Ufhusen

Steuerberater Vitznau

Steuerberater Wauwil

Steuerberater Weggis

Steuerberater Werthenstein

Steuerberater Wikon

Steuerberater Willisau

Steuerberater Wolhusen

Steuerberater Zell

Steuerberater24-Luzern.ch

Telefonnummer 041 560 31 67

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08.00 bis 18.30 Uhr

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