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Our expertise

Tax optimisation

Pay the right amount of tax, no more: we use the options provided by law, and only those.

Our approach

We review your whole situation, personal and professional, to identify the legal levers that reduce your tax burden. Every option is costed and documented, so that you pay the right amount of tax while remaining fully compliant.

Scope and expertise

Businesses

Legal form and structure, company or holding · Remuneration of owner-managers: salary, dividend, pension · Depreciation, provisions and reserves allowed for tax purposes · Timing of income and expenses

Individuals

Pension fund (LPP) buy-ins and pillar 3a · Property maintenance costs and other deductions · Planning of capital withdrawals

Our approach

We review your whole situation, personal and professional, to identify the legal levers that reduce your tax burden. Every option is costed and documented, so that you pay the right amount of tax while remaining fully compliant.

Complementary expertise

BM Tax + Legal SA
ACCOUNTINGTAXHR AND PAYROLLLAWWEALTH
Engagement

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First meeting free of charge. Offices in Geneva and Paris, or by video conference.

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In the same area

Other services in Tax

Tax advice

Every major decision has a tax cost. We quantify it before you decide.

Tax returns

We prepare and file your tax returns on time, claiming the deductions to which you are entitled.

VAT management

We manage your VAT, from registration to filing returns, and assist you during audits by the Swiss Federal Tax Administration (AFC).

Tax regularisation (voluntary disclosure without penalty)

Do you have undeclared income or assets? A first voluntary disclosure allows you to regularise your situation without a penalty, if the legal conditions are met: only the evaded tax and interest are due, for ten years at most.

Tax disputes

Objections, appeals and defence against the tax authorities, up to the courts if necessary.

Lump-sum taxation

For certain individuals who settle in Switzerland without working there, tax may be calculated on their expenditure rather than on their worldwide income and wealth.

Change of domicile

Moving to another canton, settling in Switzerland or leaving it: we quantify the tax impact and handle the formalities.