CBB-TAX is a tax consulting firm located in Vevey committed to providing comprehensive solutions to Swiss and international private clients, High-Net-Worth individuals, foreign executives, expatriates and entrepreneurs. We focus on long-term commitment and high-quality service to support you effectively in managing your Swiss tax obligations.
Your highly experienced tax advisor in Vevey is here to assist you with all your inquiries as an individual taxpayer. We help Swiss tax residents, tax non-residents, cross-border employees, entrepreneurs and expatriates navigate through Swiss taxes, providing compliance services, comprehensive tax advice, and other services tailored to their personal tax situation and individual needs.
Our tax advisor in Vevey is specialised in Swiss and international taxation, providing valuable tax expertise for international employees in Switzerland. Additionally, we manage a variety of complex tax issues, including real estate capital gains, inheritance tax, as well as social security matters. If required, our advisors can review tax assessments and help to file an appeal against a tax decision issued by the Swiss tax authorities.
CBB-TAX is led by Caroline Bumann, a highly experienced Swiss tax advisor based in Nyon. Drawing on 20 years of experience including key professional roles in Sydney and New York, her longstanding Swiss and international tax expertise are the foundation of CBB-TAX.
Our customer diversity, including international mobile employees, private High-Net-Worth individuals, lump-sum taxpayers and entrepreneurs, enables us to identify and assess complex tax scenarios, address potential issues and offer comprehensive solutions tailored to your specific needs.
Through a professional, pragmatic and personalised approach, our tax advisors ensure compliance with Swiss tax obligations.
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 provide multilingual and comprehensive tax services, including general tax advice, tax return preparation, tax projection and planning, cross-border tax support, and assistance with various tax compliance matters, as well as Swiss and international social security issues.
At CBB-TAX, each client is treated as unique. We conduct a thorough analysis of your personal tax situation to deliver pragmatic solutions tailored to your specific needs. Integrity and complete confidentiality are core values of our firm, guiding every decision with a focus on building lasting trust.
If you leave Switzerland with no remaining ties, you have to pay taxes for the Swiss residency period and may have to file a departure tax return covering the period from January to the date of departure.
Swiss tax residents must report foreign real estate in their Swiss tax return for tax rate determining purposes.
Depending on bilateral agreements and his/her status, a commuter generally remains a tax resident of the country of residence but may be subject to Swiss taxation on income earned from a Swiss employer for Swiss working days.
Generally, cross-border commuters working in Switzerland must pay Swiss social security contributions.
Working with a tax consultant is essential to navigate the complex fiscal landscape effectively. Tax consultants are experts who master legal aspects of taxation, ensuring that you are compliant with current tax law. They help you follow the latest legal requirements and find tailored solutions that optimize your tax situation. This professional guidance reduces risks, prevents costly errors, and provides peace of mind when dealing with Swiss and international tax obligations.
