MY FEES

The fee for a basic US Tax Return starts at CHF 390.00 for filing status “single”, “head of household”, “married filing jointly” (with one income) and “married filing separately” (for one return), consisting of the following forms:

  •   Form 1040 – U.S. Federal Individual Income Tax Return
  •   Schedule B – Interest and Dividends (up to 5 items)
  •   Form 2555 – Foreign Earned Income Exclusion
  •   Form 6251 – Alternative Minimum Tax – Individuals
  •   Form 8965 – Health Coverage Exemptions
  •   Form 1040–ES – Estimated Tax for Individuals
  •   Form 8879 – IRS e-file Signature Authorization

Any additionally required Forms or Services will be charged separately, for example:

  Schedule A – Itemized Deductions
  Schedule B – Interest and Dividends (over 5 items), per item
  Schedule C – Self-Employed Business Income
  Schedule D/Form 8949 – Capital Gains and Losses, per item
  Schedule E – Rent and Royalty Income, per property
  Form 1116 – Foreign Tax Credit (all forms of income with AMT calculations)
  Form 8960 – Net Investment Income Tax – Individuals, Estates, and Trusts
  Form 8938 – Statement of Specified Foreign Financial Assets (up to 5 items)
  Form 8938 – Statement of Specified Foreign Financial Assets (over 5 items), per item
  FinCEN Form 114 – Report of Foreign Bank and Financial Accounts(up to 5 items)
  FinCEN Form 114 – Report of Foreign Bank and Financial Accounts (over 5 items), per item
  Form 8621 – Passive Foreign Investment Company (PFIC) Fund Income
  Form 5471 – U.S. Persons (having ownership of Foreign Corporations), per corporation
  IRS eFiling (Income Tax Returns), per Filing
  BSA eFiling (FBAR), per Filing
  Form 4868 – Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
  Other forms and services

The fee for a basic Swiss Tax Return starts at CHF 290.00 (for single individual or married with one income), consisting of the following forms:

  •     “Formular K Steuererklärung” (Tax Return)
  •     “Formular BA Berufsauslagen” (Occupational Expenses)
  •     “Formular SV Schuldenverzeichnis” (Debt Balances)
  •     “Formular VP Versicherungsprämien” (Insurance Premiums)
  •     “Formular WV Wertschriften- und Guthabenverzeichnis ” (Securities and Credit Balances) (up to 10 items)
  •    “Formular BK Aufstellung über behinderungsbedingte Kosten” (Disability Expenses)
  •    “Formular KK Aufstellung über Krankheits- oder Unfallkosten” (Accident and Sickness Expenses)
  •    “Formular SA Interkantonale oder Internationale Steuerausscheidung” (Intercantonal or international tax split)

Any additionally required Forms or Services will be charged separately:

  “Formular WV Wertschriften- und Guthabenverzeichnis ” (Securities and Credit Balances) (over 10 items), per item
  “Formular QB Qualifizierte Beteiligungen im Privatvermögen” (Qualifying privately held Participations)
  “Formular DA-1″ (Foreign Tax Credits on Dividends or Interest Income)
   “Formular LV Liegenschaftsverzeichnis” (Statement of Real Estate), per Property
   Filing Extension (by mail, phone or internet)

“The total cost of the services may increase the above quoted fee if the data received is more complex than originally provided/described or incomplete. Follow-ups, manual work and calculations required as a result of this are charged at an hourly rate of CHF 250.00 (in 15 minute increments).

Corrections required after the completion of the services that are the result of inaccurate or incomplete information provided are not included in the above fee. An hourly rate of CHF 250.00 (in 15 minute increments) will be charged to make the necessary changes.

Additional services such as tax consulting, audit assistance or representation are not included in the above fee and are charged as bookkkeeping fees by the hour at CHF 250.00 (in 15 minutes increments).”

Contact us today to receive a free quote!