CBB-TAX is a tax consultancy firm committed to delivering comprehensive tax solutions for private clients. Our advisors specialise in providing cross-border tax advice and support with Swiss filing obligations to Swiss and international commuters, expatriates, foreign executives and High-Net-Worth individuals.
CBB-TAX is managed and owned by Caroline Bumann, a highly experienced Swiss tax specialist. Having worked internationally for many years, notably in Sydney and New York, she has a perfect understanding of the challenges international workers and mobile employees face.
We help international employees, private and High-Net-Worth individuals, expats and entrepreneurs navigate through Swiss tax compliance. Our extensive experience in all tax areas allows us to grasp complex tax scenarios, anticipate challenges and develop appropriate solutions.
With a professional, pragmatic and personalised approach, we focus on a smooth compliance process and ensuring that you meet your tax obligations in Switzerland. We are committed to providing high quality services to our clients.
The bilateral double taxation agreements are constantly updated. To stay on top of your personal cross-border tax situation, it is important to seek advice from consultants specialised in international tax regulations. Depending on your situation, you may qualify as a resident, a non-resident, a cross-border commuter or an international weekly resident
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).
If your Swiss employment income is taxed in Switzerland and 90% of your global income is Swiss sourced, you may qualify for “quasi-resident” status and could claim a deduction for certain expenses incurred, such as contributions to 3rd pillar A account, commuting expenses, etc.
Some countries allow you to work up to 24.9%, 40% or 49.9% of your activity from home without this having an impact on the applicable social security scheme. The rules may be different for tax purposes. You should seek professional advice.
Managing tax obligations across two countries can be complex due to different tax rules and international tax law. It is essential to understand the international tax issues that may arise from your specific situation, including residency status and taxation of various sources of income and wealth elements.
Cross-border tax planning is crucial to optimise your tax position and avoid double taxation. A tax advisor can provide valuable insights and guidance tailored to your situation. They can help you navigate through the different tax systems, ensuring compliance while maximising your tax efficiency. By working with a professional, you can effectively manage your obligations and make appropriate decisions for your future.