Tax Advisor Thurgau

Let us complete your tax return and help you save on taxes. Our tax experts charge by the hour. For simple tax consultations, the hourly rate ranges from CHF 100 to CHF 150. For more complex tax consultations, the hourly rate ranges from CHF 160 to CHF 300.

Pricing for Tax Return Services in Thurgau:

• Simple tax return for an individual or married couple: CHF 100 to CHF 300

• Complex tax return (including securities, mortgages, real estate, etc.) for an individual or married couple: CHF 300 to CHF 1,000

• Tax return for a GmbH or AG: starting from CHF 800

• Tax return for a self-employed person with an existing annual financial statement: CHF 500 to CHF 800

• Tax consultation for tax optimization: CHF 150 to CHF 300 per hour

Tax Return Checklist Thurgau

Personal Information:

• Date of birth

• AHV number (Swiss social security number)

• Marital status

• Religion

• Occupation

• Employer

• Employment percentage

• Self-employed: Yes or No

• Owner / Co-owner of a company

• Private and business phone numbers

• Email address

Children (minors or in education):

• Name / First name / Year of birth

• School or apprenticeship company

• Expected end of education

• Income (employment / scholarships / pensions)

• Lives in the same household: Yes or No

Dependents:

• Name / First name / Year of birth

• Place of residence and address

• Support amount for the tax year

• Lives in the same household: Yes or No

General:

• Copy of the last tax return

• Copy of the last tax assessment

• Place of residence on 01.01. and 31.12

• Date of marriage / separation / divorce, if applicable

• Securities and assets received or transferred through advance inheritance, inheritance, or gifts

Income in Switzerland and Abroad:

• All salary statements from main and secondary employment, board member fees, etc.

• For self-employment: Final annual financial statement with account sheets

• Certificates of AHV, IV, pension fund, and other pensions

• Statements of daily allowances from accident and sickness insurance, unemployment, and compensation for loss of earnings (EO)

• Directly paid child and family allowances

• Alimony payments from separated/divorced spouse for self and children

• Lump-sum settlements

• Undistributed inheritances

• Other income

Real Estate:

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

• New appraisals received in the tax year

• Net rental income per tenant

• Information about residential rights and other earnings

• Paid ground rent interest

• Copies of invoices for actual maintenance costs

• Rental of furnished holiday apartments

Securities:

• Balance as of 31.12 and gross interest for the tax year for all bank accounts (interest statements)

• Newly opened and closed accounts

• Shares / Bonds / Funds

• Loans and current account balances

Professional Expenses:

• Travel costs (public transport pass, car or motorcycle kilometers per day)

• External meals (number of days) / Canteen available?

• Additional costs for weekly commuters

• Continuing education and retraining costs

Debts:

• Mortgages, loans, and debts as of 31.12 and interest paid

• Directly received interest subsidies

Insurance Premiums:

• Health and accident insurance premiums

• Refunds of health insurance premiums

• Life insurance surrender value as of 31.12

Medical Expenses:

• Copies of invoices for high out-of-pocket medical and dental costs, hospital, nursing home, home care services, minus reimbursements from health insurance

Other Deductions:

• Alimony payments to separated/divorced spouse and children

• Contributions to AHV and accident insurance

• Certificates of pension fund buy-ins (2nd pillar)

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