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.
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
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Step 3
Step 1
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Step 3
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.
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
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.