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Confidential

Tax Return — fast, organised and with ongoing support

Fazemos a sua declaração com processo claro: pedido → validação → documentos → reunião → finalização. O objetivo é reduzir fricção, evitar erros comuns e garantir que entregas tudo com segurança — com histórico no portal.
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Request in minutes
Clear checklist
Follow-up
What we do for you
Less stress: send the essentials and the team organises the rest with a checklist and ongoing support.
Clear process
  • Assessment do seu caso (permisso, estado civil, cantão, situação).
  • Checklist do que falta (salários, bancos, seguros, deduções, etc.).
  • Review antes de finalizar para reduzir erros e omissões.
  • Support: questions and next steps are logged in the process.
  • Confidential: attachments and data stay linked to the request.
Tip:the sooner you send the basic documents, the faster we can finish. If you’re already a client, the request is shorter (pre-filled data).
Fast
Initial request in a few minutes.
Seguro
Data and attachments stay linked to the request.
Supported
Follow-up and clarification of questions.
How it works (3 steps)
Request → review → meeting to finalise.
1
Initial request
Submit the request with the essentials (and any attachments you already have).
2
Review & checklist
We confirm the assessment and send you a clear list of what’s missing.
3
Meeting & finalisation
We schedule a call to finish up and confirm before submitting.
Areas that usually have important details
Income & banks
Confirming salaries, interest, accounts and the correct documents.
  • Salary / certificates
  • Accounts and interest
  • Assets/debts (where applicable)
Property
If you own property, this significantly changes the assessment and documentation.
  • Property / mortgage
  • Expenses and receipts
  • Canton-specific rules
Insurance & 3rd pillar
Collecting and reviewing supporting documents (where applicable).
  • 3rd pillar / contributions
  • Premiums (as applicable)
  • Supporting documents
Family
Marital status, children and special situations change the process.
  • Marriage/partnership
  • Children / custody
  • Addresses and canton
Note: este pedido é para recolha inicial e emissão de oferta/orçamento (sob consulta). O processo avança após confirmação e validação do caso.
To move faster, please send
  • Permit (B/C/L) + marital status.
  • Canton + current address.
  • Basic documents (salary, banks, insurance/deductions if any).
  • You can attach PDFs/images directly in the request.
FAQ
What documents do I need?
It depends on your case (salaries, banks, insurance, deductions, etc.). After the request we send a clear checklist of what’s needed.
Can I send files with the request?
Yes — you can attach PDFs and images. If you prefer, you can send them later by email.
Is it faster if I’m already a client?
Yes. If you’re logged into the portal, your basic details are already known and the request is shorter.
How long does it take?
Once your case has been reviewed and the required documents received, we schedule the meeting and move on to finalisation.
Request

Avance quando quiser.

O pedido abre num formulário assistido. Pode enviar só com os dados principais ou continuar para um pedido detalhado.

Declaração de impostos No obligation
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