Our tax and insurance service for individuals in Switzerland

Our Tax & Insurance
service for Individuals in Switzerland

Over 1,000 satisfied customers have already successfully saved money with our tax optimization and insurance comparisons.

+5

+5

4.7

from 300+ reviews

Kundenbewertung Frank
Kundenbewertung Anna
Kundenbewertung Anna
Kundenbewertung Markus
Kundenbewertung Markus
Kundenbewertung Elena
Kundenbewertung Elena
Kundenbewertung Sophie
Kundenbewertung Sophie
Kundenbewertung Lukas
Kundenbewertung Lukas
Kundenbewertung Benjamin
Kundenbewertung Benjamin

15+ Partner

Discover our qualified partners

Discover our qualified partners

Benefit from our network of over 15 leading partners in Switzerland for your tax and insurance needs.

Benefit from our network of over 15 leading partners in Switzerland for your tax and insurance needs.

All Our Services for Private Clients for Taxes & Insurance at a Glance

Our tailored solutions for private clients help you optimize taxes, compare insurance, and secure financial benefits. Whether it’s tax returns, retirement provisions, or legal protection – we are here to support you with our expertise.

Tax consulting

Individual solutions to manage your tax affairs simply and efficiently.

Tax consulting

Individual solutions to manage your tax affairs simply and efficiently.

Tax consulting

Individual solutions to manage your tax affairs simply and efficiently.

Tax optimization

Maximize your tax savings with our professional advice.

Tax optimization

Maximize your tax savings with our professional advice.

Tax optimization

Maximize your tax savings with our professional advice.

withholding tax

We assist you with the recovery or optimization of your withholding tax.

withholding tax

We assist you with the recovery or optimization of your withholding tax.

withholding tax

We assist you with the recovery or optimization of your withholding tax.

Legal protection

Secure legal support for tax and financial matters.

Legal protection

Secure legal support for tax and financial matters.

Legal protection

Secure legal support for tax and financial matters.

household items

Protect your home and your valuables from unexpected damage.

household items

Protect your home and your valuables from unexpected damage.

household items

Protect your home and your valuables from unexpected damage.

Retirement provision

Plan your financial security for a worry-free retirement.

Retirement provision

Plan your financial security for a worry-free retirement.

Retirement provision

Plan your financial security for a worry-free retirement.

Health insurance

Find the best protection for your health and your needs.

Health insurance

Find the best protection for your health and your needs.

Health insurance

Find the best protection for your health and your needs.

Car insurance

Insurance for your vehicle – simple, reliable, and individual.

Car insurance

Insurance for your vehicle – simple, reliable, and individual.

Car insurance

Insurance for your vehicle – simple, reliable, and individual.

Care

We are available at any time for your questions and concerns.

Care

We are available at any time for your questions and concerns.

Care

We are available at any time for your questions and concerns.

How can I easily book an appointment with you?

Open our AI chat system, select a free appointment, and you’re done – it couldn’t be easier!

How can I reclaim my withholding tax?

Our team will guide you step by step in reclaiming your withholding tax. Start with a consultation, and we’ll take care of the rest.

What documents do I need for my tax return?

We have put together a practical checklist for you that lists all the necessary documents. Would you like to download it?

Can you help me compare insurance policies?

Our team analyzes your existing insurance policies and shows you the best options to save money while staying optimally covered.

How can I easily book an appointment with you?

Open our AI chat system, select a free appointment, and you’re done – it couldn’t be easier!

How can I reclaim my withholding tax?

Our team will guide you step by step in reclaiming your withholding tax. Start with a consultation, and we’ll take care of the rest.

What documents do I need for my tax return?

We have put together a practical checklist for you that lists all the necessary documents. Would you like to download it?

Can you help me compare insurance policies?

Our team analyzes your existing insurance policies and shows you the best options to save money while staying optimally covered.

Do you have questions? Our AI system has the answers!

Do you have questions? Our AI system has the answers!

Ask your questions – our AI system provides you with quick and precise answers around the clock, or you can directly schedule an appointment through the chat function.

Ask your questions – our AI system provides you with quick and precise answers around the clock, or you can directly schedule an appointment through the chat function.

Finally save with 3 simple steps!

Finally save with 3 simple steps!

Finally save with 3 simple steps!

Simply make an appointment

Simply make an appointment

Simply make an appointment

Fill out detailed questionnaire

Fill out detailed questionnaire

Fill out detailed questionnaire

The experts will take care of the rest

The experts will take care of the rest

The experts will take care of the rest

Step 1

Step 2

Step 3

2 Personen schauen auf einen Laptop
Berater schreibt etwas auf Papier
Geschäftshandschlag von 2 Personen

Step 1

Step 2

Step 3

2 Personen schauen auf einen Laptop
Berater schreibt etwas auf Papier
Geschäftshandschlag von 2 Personen

10k+

Satisfied customers

14Mio

Saved money

20k+

Completed services

Your benefits as a private individual
from our service

As a private individual, you often face complex tax and financial decisions. We support you with our experience and expertise so that you can focus on what matters most.

All services from a single source

Comprehensive support & advice

Languages EN | DE | FR | IT

Languages EN | DE | FR | IT

Languages EN | DE | FR | IT

Response within 24 hours

Flexible and location-independent

Secure now, like many others our free tax checklist

Our checklist helps you gather all the important documents and information for your tax return - easily, quickly, and tailored to you.

Smartphone
Smartphone
Download Call to Action Checklist
Download Call to Action Checklist

This is what our customers
say about our service

  • Thanks to the support of Advanced Swiss Consulting, I was able to reclaim my withholding tax and received over 2,000 CHF back.

    Benjamin Meier

    Employed

  • The consultation was extremely competent and understandable. My tax return was completed in no time – absolutely stress-free!

    Sophie Weber

    Self-employed

  • I never thought I could save so much on taxes as an expat. The team took care of everything for me, and I didn't have to worry about anything.

    Lukas Schmidt

    Employed

  • Advanced Swiss Consulting has helped us completely optimize our finances and insurance. We are now saving significantly more each year.

    Elena Rossi

    Employed

  • The insurance consultation was excellent! I found the perfect solution and now pay less for better coverage.

    Anna Müller

    Company

  • Our accounting was a mess, but thanks to professional support, we finally have an overview again.

    Markus Keller

    Employed

  • Thanks to the support of Advanced Swiss Consulting, I finally have clarity on my taxes and even received more money back than I expected.

    Frank Ludinger

    Employed

This is what our customers
say about our service

  • Thanks to the support of Advanced Swiss Consulting, I was able to reclaim my withholding tax and received over 2,000 CHF back.

    Benjamin Meier

    Employed

  • The consultation was extremely competent and understandable. My tax return was completed in no time – absolutely stress-free!

    Sophie Weber

    Self-employed

  • I never thought I could save so much on taxes as an expat. The team took care of everything for me, and I didn't have to worry about anything.

    Lukas Schmidt

    Employed

  • Advanced Swiss Consulting has helped us completely optimize our finances and insurance. We are now saving significantly more each year.

    Elena Rossi

    Employed

  • The insurance consultation was excellent! I found the perfect solution and now pay less for better coverage.

    Anna Müller

    Company

  • Our accounting was a mess, but thanks to professional support, we finally have an overview again.

    Markus Keller

    Employed

  • Thanks to the support of Advanced Swiss Consulting, I finally have clarity on my taxes and even received more money back than I expected.

    Frank Ludinger

    Employed

This is what our customers
say about our service

  • Thanks to the support of Advanced Swiss Consulting, I was able to reclaim my withholding tax and received over 2,000 CHF back.

    Benjamin Meier

    Employed

  • The consultation was extremely competent and understandable. My tax return was completed in no time – absolutely stress-free!

    Sophie Weber

    Self-employed

  • I never thought I could save so much on taxes as an expat. The team took care of everything for me, and I didn't have to worry about anything.

    Lukas Schmidt

    Employed

  • Advanced Swiss Consulting has helped us completely optimize our finances and insurance. We are now saving significantly more each year.

    Elena Rossi

    Employed

  • The insurance consultation was excellent! I found the perfect solution and now pay less for better coverage.

    Anna Müller

    Company

  • Our accounting was a mess, but thanks to professional support, we finally have an overview again.

    Markus Keller

    Employed

  • Thanks to the support of Advanced Swiss Consulting, I finally have clarity on my taxes and even received more money back than I expected.

    Frank Ludinger

    Employed

Care wooden building blocks
Care wooden building blocks
Care wooden building blocks

Frequently Asked Questions from Customers about Taxes & Insurances

Do I, as a private individual in Switzerland, need to file a tax return?

How can I save money on my tax return?

Which insurances are mandatory in Switzerland?

Is it worth checking my insurance regularly?

Can I receive a refund of my withholding tax?

Do I, as a private individual in Switzerland, need to file a tax return?

How can I save money on my tax return?

Which insurances are mandatory in Switzerland?

Is it worth checking my insurance regularly?

Can I receive a refund of my withholding tax?

Do I, as a private individual in Switzerland, need to file a tax return?

How can I save money on my tax return?

Which insurances are mandatory in Switzerland?

Is it worth checking my insurance regularly?

Can I receive a refund of my withholding tax?

Unfortunately, you cannot find the appropriate answer to your question?

No problem! Our team is just a click away. Use our chat function to get fast and competent help – completely personal.