Steuererklärung und Steuerberatung in Basel – CK Solutions AG

Tax does not have to be complicated.

Tax matters arise in many different situations – when filing your annual tax return, purchasing property, changing your professional circumstances, holding assets abroad or becoming self-employed. Careful and forward-looking advice provides clarity and helps you make appropriate use of available tax opportunities.

We support private individuals and self-employed persons operating as sole proprietors with their tax matters. Our approach combines personal advice, clear explanations and accurate, transparent tax declarations. Where optimisation opportunities exist, we identify them and also consider the interaction between taxation, pension planning, assets and home ownership.

Tax returns for private individuals
Withholding tax
International tax matters & property abroad
Self-employed persons with a sole proprietorship
Tax advice & tax optimisation

Tax returns for private individuals

An annual tax return involves more than simply transferring figures into a form. Income, assets, professional expenses, pension contributions, securities, property and changes in personal circumstances must all be declared correctly and completely. At the same time, it is important to identify which deductions may be available in your individual situation.

We prepare your tax return and carefully review your documents for completeness and tax-relevant items. This may include professional expenses, education and training costs, insurance premiums, pillar 3a contributions, pension fund contributions, securities and investment income, as well as owner-occupied or rented property.

Changes such as marriage, separation, a change of residence, the purchase or sale of property or significant changes in assets may also have tax implications. We take these circumstances into account in both the tax declaration and our advice.

Upon request, we also handle communication with the tax authorities, respond to queries and review the final tax assessment. This provides you with continuous support from filing through to the completion of the tax year.

Withholding tax

If you are subject to withholding tax in Switzerland, you are not necessarily required to file a tax return. Depending on your personal and financial circumstances, however, a subsequent ordinary tax assessment may be mandatory or may be requested voluntarily. Whether this is appropriate should be assessed individually.

Wir analysieren Ihre Situation und klären, welche steuerlichen Pflichten und Möglichkeiten für Sie bestehen. Dabei berücksichtigen wir neben dem Erwerbseinkommen auch Vermögen, zusätzliche Einkünfte, Wertschriften, Liegenschaften, Vorsorgebeiträge und weitere steuerlich relevante
Faktoren.

Potential deductions are particularly important. Pillar 3a contributions, voluntary pension fund purchases and certain other expenses may be deductible under an ordinary assessment, provided the statutory requirements are met.

We assist you in assessing your withholding tax situation, meeting the relevant deadlines and preparing and filing the required tax documentation.

International tax matters & property abroad

International income and asset structures are increasingly common. Bank accounts, securities, pensions, investments or property abroad may be relevant for your Swiss tax return even if the corresponding income or assets are taxed in another country.
Vermögenswerte im Ausland besteuert werden.

A particular focus of our advisory services is property located abroad. This includes holiday homes, rented apartments or houses, inherited real estate and property that you already owned before moving to Switzerland. We assist with the correct declaration of relevant assets, property values, rental income, imputed rental values, expenses, mortgages and interest on debt. We also take into account the tax allocation between Switzerland and the foreign country and its impact on your Swiss tax position.

Foreign bank accounts, securities portfolios and other assets must also be declared correctly. Our aim is to ensure that your international financial situation is reported completely and transparently.

Self-employed persons with a sole proprietorship

For a sole proprietorship, business and private tax matters are closely linked. Profit from self-employment is included directly in the owner's personal tax return, making a clear distinction between business and private income and expenses particularly important.

We support self-employed individuals with the tax preparation of their business activities and the preparation of their personal tax return. This includes reviewing business income, tax-deductible business expenses, investments, depreciation and the tax treatment of vehicle, premises and other operating costs.

In addition to annual compliance, we consider the tax consequences of important business decisions. For self-employed persons, coordination between taxation and social security is also an important part of the overall picture.

Tax advice & tax optimisation

Good tax advice begins before the tax return is filed. Many tax decisions can only be structured effectively when they are considered in advance. We therefore look not only at the past tax year but also at lawful and transparent opportunities for future planning.

Relevant topics may include the effective use of pillar 3a, voluntary pension fund purchases, changes in income and assets, the purchase or sale of property, and significant changes in personal or professional circumstances.

For us, tax optimisation does not mean creating unnecessarily complex structures. The focus is on solutions that fit your circumstances, remain understandable and comply with the applicable legal framework.

Discover our services

Selling Property in Basel & Baselland

CK Solutions AG is your reliable partner for marketing your property from A to Z. We evaluate your property, look after the prospective buyers and are there for you until the closing and during the handover phases. We assist you with your tax questions, with the investment of your sales proceeds and with the search for a new property.