CBB-TAX is a Lausanne and Geneva based tax advisory firm dedicated to providing tailored tax services to Swiss and international private and High-Net-Worth individuals, foreign executives, expats and entrepreneurs. We are committed to building long-term relationships of trust with each unique client and help navigate through tax obligations in Switzerland.
With a professional, pragmatic and personalised approach, we assist our clients in implementing appropriate tax solutions and ensuring that they are compliant from a tax and social security perspective in Switzerland.
CBB-TAX is managed and owned by Caroline Bumann, a highly experienced Swiss tax advisor based in Geneva. Caroline Bumann has over 20 years of professional expertise in Swiss and international taxation, including significant career steps in Sydney and New York City.
At CBB-TAX, we understand complex international tax situations, anticipate challenges and propose comprehensive solutions tailored to your personal needs as a private or High-Net-Worth individual, lump-sum taxpayer, international employee, expat or entrepreneur.
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).
We offer multilingual and comprehensive solutions, covering general tax assistance for various cantons, cross-border tax advice, tax projection and advice on real estate capital gains, tax compliance and social security matters.
A cross-border worker lives in one country but works in another, generally commuting daily. In Switzerland, the term ‘frontalier’ applies to individuals residing in the border zone and travelling to Switzerland for work. There also exist other categories of cross-border workers, i.e. individuals who reside in Switzerland during the week, commute back to their main foreign residence once a week. They may qualify as commuters, international weekly residents, or residents, each with different tax obligations.
At CBB-TAX, we provide a range of tax services specifically designed for private clients to navigate them through their Swiss tax compliance obligations. Our tax experts are well-versed in the tax law and practice of the Geneva tax administration and can assist you with your Swiss tax return and related matters. We also help clients understand their responsibilities regarding withholding tax matters and ensure that they are compliant with all relevant regulations. Whether you are a Swiss resident or a cross-border worker, our tailored solutions are designed to meet your specific needs.