Steuerberatung und Steuererklärung für Privatpersonen.
Wir unterstützen Privatpersonen bei der Steuererklärung, bei steuerlichen Fragen, bei der Prüfung von Veranlagungen und bei besonderen Situationen wie Umzug, Immobilien, Erbschaft oder Schenkung.
Unsere Unterstützung für Privatpersonen
Wir begleiten Sie von der Vorbereitung der Unterlagen bis zur Einreichung und Nachkontrolle Ihrer Steuerunterlagen.
Checkliste für Ihre Steuererklärung
Damit Ihre Steuererklärung effizient vorbereitet werden kann, sind vollständige und gut sortierte Unterlagen entscheidend.
So läuft die Zusammenarbeit ab
Der Ablauf bleibt für Sie übersichtlich: Anfrage senden, Unterlagen vorbereiten und die nächsten Schritte gemeinsam klären.
Möchten Sie Ihre Steuererklärung vorbereiten?
Senden Sie uns Ihre Anfrage oder buchen Sie ein Erstgespräch. Wir prüfen Ihre Situation und zeigen Ihnen, welche Unterlagen und nächsten Schritte wichtig sind.
Jetzt Anfrage sendenCheckliste Steuererklärung Privatpersonen
1. Personal information
- Completed client form (name, address, marital status, AHV number)
- Copy of ID card or passport
- Residence permit (if not a Swiss citizen)
- Date of any marital status changes
- Children living in the same household, including dates of birth
- Tax return & assessment of the previous year
2. Salary statements & income
- Salary statements from all employers
- Certificates for daily allowances (ALV/IV/sickness benefits)
- Pension statements (AHV/IV/pension fund)
- Income from side jobs or self-employment
- Documents for securities, portfolio statements & dividends
- Cryptocurrencies: annual statement & balances as at 31 December
- Contributions to pillar 3a / pension fund (BVG) buy-ins
3. Assets as at 31 December
- Bank statements of all accounts
- Annual summary of credit cards
- Portfolio statements
- Cash, gold & precious metals
- Vehicles (make/model/year)
- Property documents (imputed rental value, mortgage balance)
4. Debts & liabilities
- Mortgage loans
- Private loans
- Leasing contracts
- Credit card debts
- Other loans
5. Deductions & supporting documents
- Professional expenses (if not using lump-sum deduction)
- Commuting costs (public transport or private car)
- Annual confirmation of health insurance premiums
- Medical expenses
- Donation receipts
- Contributions to pillar 3a
- Alimony / maintenance payments
6. Special situations
- Moving into or out of the Canton/City of Zurich (with date)
- Purchase or sale of real estate
- Lump-sum withdrawals or payments into pension funds (e.g. WEF)
- Inheritance and gifts
- Death of a family member
7. Other relevant documents
- Letters from the tax authorities
- Open tax invoices / tax assessments
- Insurance documents (health, life, etc.)
8. Power of attorney
- Power of attorney to represent you before the Zurich tax authorities
- Authorisation to file the tax return
- Authorisation to receive decisions & notifications
- Optional: power of attorney for electronic communication
Terms & Conditions – AGB
UNIQUE Treuhand | SNV GROUP GmbH
These General Terms and Conditions (AGB) come into force immediately.
1. Scope
Governed by Swiss law (CO, DPA, GeBüV).
2. Mandate & power of attorney
The mandate authorises the fiduciary office to act on behalf of the client.
3. Obligations of the client
The client must provide all required documents completely and on time.
4. Services
Provided with due diligence according to Art. 398 CO.
5. Fees
Billed according to time spent or flat fee. Payment term: 10 days.
6. Liability
Liability only in cases of gross negligence or intent.
7. Data protection
Processed according to the Swiss Data Protection Act (2023) & archived according to GeBüV.
8. Duration of the agreement
Indefinite duration, terminable at any time.
9. Place of jurisdiction
Zurich. Swiss law exclusively applies.
Welcome on board!
We look forward to a successful cooperation.
If you have any questions, we are always at your disposal.