Vida Tax

Tax efficiency combined with Swiss rigor.

Three options available for each stage of your life.

Your personal accountant in Switzerland, specializing in taxation and insurance.
Recommended for those who only need the basic service of completing their tax return.
Recommended for young people and professionals seeking a comprehensive tax advisory service, with personalized analysis and legal tax reduction strategies.
Recommended for families wishing to benefit from comprehensive tax advice in Switzerland, with annual follow-up and integrated financial planning, including retirement and inheritance.

Tax declaration in Switzerland (1×/year)

In person, by e-mail or by post Declared property

Included

Included

1 Property Incl.

Included

2 Properties Incl.

Insurance (Health, Home, Liability, Legal) – New subscriptions

Included

Included

Included

Personal loan – new request / transfer / increase

Included

Included

Included

3rd Pillar A and B – new subscriptions / transfers

Included

Included

Included

Tax consulting in Switzerland (tax optimisation)

300 CHF

Included

Included

Tax declaration request (1st time B permit / duplicate)

40 CHF

Included

Included

Tax deadline extension request

40 CHF

Included

Included

Tax refund request

40 CHF

Included

Included

Tax invoice split request

40 CHF

Included

Included

Change of address

40 CHF

Included

Included

Insurance (policy changes)

40 CHF

20 CHF

Included

Cancellation letters (employment, housing, insurance, telecom, etc.)

40 CHF

20 CHF

Included

Car insurance – subscriptions / changes / claims

200 CHF

100 CHF

Included

Pension request (FAR, disability, widowhood or old-age)

400 CHF

200 CHF

+5 years

Included

+5 years

Capital withdrawal request (2nd / 3rd Pillar)

400 CHF

200 CHF

+5 years

Included

+5 years

Permanent departure from Switzerland – complete process 

1’000 CHF

500 CHF

+5 years

Included

+5 years

Other non-specified services

160 CHF / Hour

160 CHF / Hour

160 CHF / Hour

* Additional 50 CHF for each extra property or investment fund declared.
For complex tax files, a prior quotation will be provided.

Insurance intermediary VBV / Cicero no. 31137

Insurance agent affiliated with GROUPE MUTUEL and its partners.

Tax declaration in Switzerland (1×/year)

In person, by e-mail or by post Declared property

Included

Insurance (Health, Home, Liability, Legal) – New subscriptions

Included

Personal loan – new request / transfer / increase

Included

3rd Pillar A and B – new subscriptions / transfers

Included

Tax consulting in Switzerland (tax optimisation)

300 CHF

Tax declaration request (1st time B permit / duplicate)

40 CHF

Tax deadline extension request

40 CHF

Tax refund request

40 CHF

Tax invoice split request

40 CHF

Change of address

40 CHF

Insurance (policy changes)

40 CHF

Cancellation letters (employment, housing, insurance, telecom, etc.)

40 CHF

Car insurance – subscriptions / changes / claims

200 CHF

Pension request (FAR, disability, widowhood or old-age)

400 CHF

Capital withdrawal request (2nd / 3rd Pillar)

400 CHF

Permanent departure from Switzerland – complete process

1’000 CHF

Other non-specified services

160 CHF / Hour

Tax declaration in Switzerland (1×/year)

In person, by e-mail or by post Declared property

Included – 1 Property Incl.

Insurance (Health, Home, Liability, Legal) – New subscriptions

Included

Personal loan – new request / transfer / increase

Included

3rd Pillar A and B – new subscriptions / transfers

Included

Tax consulting in Switzerland (tax optimisation)

Included

Tax declaration request (1st time B permit / duplicate)

Included

Tax deadline extension request

Included

Tax refund request

Included

Tax invoice split request

Included

Change of address

Included

Insurance (policy changes)

20 CHF

Cancellation letters (employment, housing, insurance, telecom, etc.)

20 CHF

Car insurance – subscriptions / changes / claims

100 CHF

Pension request (FAR, disability, widowhood or old-age)

200 CHF +5 years

Capital withdrawal request (2nd / 3rd Pillar)

200 CHF +5 years

Permanent departure from Switzerland – complete process

500 CHF +5 years

Other non-specified services

160 CHF / Hour

Tax declaration in Switzerland (1×/year)

In person, by e-mail or by post Declared property

Included – 2 Properties Incl.

Insurance (Health, Home, Liability, Legal) – New subscriptions

Included

Personal loan – new request / transfer / increase

Included

3rd Pillar A and B – new subscriptions / transfers

Included

Tax consulting in Switzerland (tax optimisation)

Included

Tax declaration request (1st time B permit / duplicate)

Included

Tax deadline extension request

Included

Tax refund request

Included

Tax invoice split request

Incluído

Change of address

Included

Insurance (policy changes)

Included

Cancellation letters (employment, housing, insurance, telecom, etc.)

Included

Car insurance – subscriptions / changes / claims

Incluído

Pension request (FAR, disability, widowhood or old-age)

Included +5 years

Capital withdrawal request (2nd / 3rd Pillar)

Included +5 years

Permanent departure from Switzerland – complete process

Included +5 years

Other non-specified services

160 CHF / Hour

* Additional 50 CHF for each extra property or investment fund declared.
For complex tax files, a prior quotation will be provided.

Insurance intermediary VBV / Cicero no. 31137

Insurance agent affiliated with GROUPE MUTUEL and its partners.

Discount Conditions

  • –30 % for advance payment by 31 December (tax registration).
  • –10 % for clients with an active health insurance policy with Vidassertiva.
  • –10 % for clients with an active 3rd Pillar A or B plan with Vidassertiva.
  • Maximum combined discount: –50 %.

    Excluded Services
    RAV · Unemployment · Pet insurance · Social assistance · Divorces · Company accounting · Debt collection.