Tax consulting for private and High-Net-Worth individuals, foreign executives, expats and entrepreneurs
Private and high-net-worth individuals
Foreign executives and expats
Entrepreneurs
Handling of ongoing tax matters, incl. review / adjustment of tax instalments, review of and appeal against tax assessments, tax projection, assistance with information request issued by tax authorities.
Annual tax return preparation, incl. provision of personalised checklist, extension of filing deadline, tax estimate, intercantonal / international tax allocation, review of tax assessment.
Analysis of client’s situation and advice in terms of tax planning (pension vs. capital for retirement, cantonal residency questions, pension buy backs, etc.), obtaining tax rulings (e.g. employee share scheme, representation allowance, expat allowance).
Review of situation and assistance to request tax at source rectification for foreign working days.
Assistance with ongoing Swiss tax matters including tax return preparation or rectification of tax at source for foreign working days.
Assistance with voluntary tax disclosure to regularise prior tax years.
Obtain lump sum agreement from tax authorities, annual tax return preparation, annual control calculation, review of tax assessments, analysis of Swiss social security situation / contributions.
Tax projection and advice, assistance with preparation of related tax return.
Analysis of social security situation and determination of applicable legislation (Swiss vs. foreign social security scheme).
CBB-TAX is a Lausanne based tax advisory company specialised in providing professional tax services to Swiss and international private clients, High-Net-Worth individuals, foreign executives and expats as well as entrepreneurs. We deliver a high quality and customised tax service to our clients with a high quality and tailored tax service and are committed to building a long-term relationship of trust.
We help you to successfully manage your tax obligations in Switzerland. Your experienced tax advisor in Lausanne, also available in Geneva and Nyon, offers multilingual, comprehensive services across all tax areas for various cantons, including general tax assistance, tax return preparation, non-resident filing, assistance with lump sum taxation, tax optimization, tax advice, as well as support to cross-border workers.
CBB-TAX is managed and owned by Caroline Bumann.
Swiss tax laws are constantly evolving. Filing the annual tax return can be a complex and time-consuming endeavor.
CBB-TAX as a tax consulting firm specialises in helping international private clients to navigate through the tax obligations and filing procedures all the way.
Every client is unique. Professionalism, thoroughness and reliability are the pillars of our promise to you.
Our extensive international experience and in-depth knowledge of Swiss tax regulations allow us to cover all tax areas for Swiss tax residents and tax non-residents, expats and foreign executives.
Trust your tax advisor in Lausanne to provide personal tax solutions reflecting your specific needs, ensuring that you are compliant with Swiss tax filing regulations.
The tax specialist ensures you are compliant with your tax obligations, reducing the risk of not adhering to relevant tax regulations due to incomplete/incorrect filing of your Swiss tax return. Due to the tax consultant’s expertise, possible deductions are identified and double tax treaties are taken into account.
As tax advisors, we specialise in assisting international private clients, expats and cross-border commuters especially in the following situations: