Swiss tax advisor matching

Find the right Swiss tax expert for your situation.

SteuerAnalyst helps expats, founders, investors, property owners, and cross-border individuals in Switzerland find suitable tax advisors through a structured, confidential intake process.

Structured intake. Swiss-focused. No generic advisor matching.

Case intake preview
ZH · 2025

Zurich expat — securities portfolio & foreign assets

Canton
Zurich
Situation
Expat · property · securities
Language
English / German
Complexity
High — foreign assets, withholding tax
Advisor profile
Cross-border tax specialist
Confidential · structured intake summary
The problem

Complex tax situations rarely fit generic advice.

Whether you are new to Switzerland, own property, hold securities, run a company, or have cross-border income, choosing the right advisor matters. SteuerAnalyst structures your situation before the first conversation, so you can be matched with someone relevant from the start.

Expats & relocation

Quellensteuer, ordinary assessment, foreign pension assets, relocation timing, and English-speaking support.

Property & mortgages

Mortgage interest, maintenance versus value-adding renovations, Eigenmietwert, and canton-specific rules.

Founders & self-employment

Company versus private separation, AHV, VAT thresholds, deductible expenses, and annual tax planning.

How it works

A structured route to the right expert.

Step 01

Describe your situation

Answer a few questions about your canton, income type, assets, property, business activity, and urgency.

Step 02

We review the case profile

Your case is structured so that the complexity and advisor fit are clear from the outset.

Step 03

Get matched

We connect you with a suitable Swiss tax advisor or fiduciary partner where appropriate.

Who it is for

Built for people with non-trivial Swiss tax situations.

01

Expats in Switzerland

Newly arrived professionals navigating Quellensteuer, ordinary assessment, and foreign assets.

For expats
02

Founders & self-employed

Single-person companies, freelancers, and operators separating business from private taxation.

For founders
03

Property owners

Owners of primary or secondary homes, with renovation, rental, and mortgage interest questions.

For property owners
04

Investors

Holders of securities, dividends, foreign accounts, and portfolios with reporting complexity.

For investors
05

Cross-border families

Households with income, assets, or residency split across Switzerland and other jurisdictions.

Start an intake
06

High earners — second opinion

Professionals seeking a structured review of an existing return or advisory relationship.

Request a review
Why SteuerAnalyst

Not a directory. Not tax software. A better intake layer.

  • Focused on complex Swiss tax situations.
  • Structured case intake before advisor matching.
  • Designed for discretion and relevance.
  • Helps avoid wasting time with the wrong provider.
  • Built for Swiss tax, fiduciary, and advisory workflows.
Example case profile

What a structured intake summary looks like.

Each case is summarised in a discreet, standardised format so partner advisors can evaluate fit before the first call.

Case profile
ZH · 2025 · 0142

Zurich-based expat with securities and foreign pension assets

Canton
Zurich
Language
English
Situation
Relocation, employment income, securities portfolio
Complexity
Foreign assets, withholding tax, securities reporting
Advisor profile
Expat tax / cross-border private client specialist
For illustration purposes — no real client data
For tax advisors and fiduciaries

Receive structured, qualified Swiss tax cases.

SteuerAnalyst collects the relevant context before the introduction, helping you focus on cases that match your expertise — instead of vague enquiries.

Partner intake — sample
  • Case typeCross-border private client
  • CantonZug
  • LanguageGerman / English
  • Estimated complexityMedium-high
  • Budget bracketCHF 1,000+
Begin

Start with a structured tax intake.

Tell us about your situation and we will help identify the type of Swiss tax expert that fits your case.