Multifiduciaire Léman SA
A team of professionals at your service
Taxation for private clients is one of the main services of Multifiduciaire Léman SA; frequently requested by its private clients in order to provide them with comprehensive and proactive solutions, particularly in terms of tax declaration.
Taxation
Preparation of tax returns
Multifiduciaire Léman SA prepares and submits tax returns, taking into account all the elements required to optimize each client’s tax situation. This process includes :
Collection and analysis of financial information and supporting documents (income, deductions, assets, etc.).
Application of tax deductions specific to the customer’s personal situation, such as medical expenses, donations, pension contributions, etc.
Filing tax returns electronically or on paper, by the deadline, to avoid penalties and interest. This service enables customers to comply with tax requirements while benefiting from advice on how to legally reduce their tax burden.
Taxation
Negotiating tax packages
For individuals settling in Switzerland, particularly wealthy foreigners, the lump-sum tax (or taxation according to expenditure) is an attractive option. Multifiduciaire Léman SA assists its clients in negotiating and setting up this special tax regime. This service includes :
- Assessing the client’s eligibility for this special regime.
- Direct negotiation with the tax authorities to agree a flat rate based on expenses rather than income.
- Optimization of the tax burden according to the client’s residency criteria, assets and expenses. This type of negotiation often enables high-net-worth individuals to benefit from a more advantageous tax regime in Switzerland.
Taxation
Domiciliation
When a person resides abroad but owns real estate in Switzerland, it is crucial to set up a tax domicile in Switzerland. This approach allows for the efficient management of tax obligations related to real estate ownership, in particular with regard to property taxes, taxes on rental income and possible capital gains when selling the property. A tax domicile in Switzerland also ensures better communication with the Swiss tax authorities and guarantees that all legal obligations are respected, which helps to avoid penalties or administrative complications.
Taxation
Relations with tax authorities
Multifiduciaire Léman SA acts as an intermediary between its customers and the tax authorities. This service includes :
- Representing the customer during tax audits or requests for additional information.
- Handling any corrections or adjustments requested by the tax authorities.
- Assistance in the event of a claim, appeal or challenge to a tax reassessment. Thanks to this expertise, customers can navigate the legal and administrative tax framework with greater peace of mind, while avoiding costly errors.
taxation
Double taxation treaties
Double taxation treaties are designed to prevent a taxpayer from being taxed twice on the same income in two different countries. Multifiduciaire Léman SA offers its expertise in :
- Analysis of bilateral tax treaties between Switzerland and other countries to optimize the client’s tax situation.
- Management of tax credits and exemptions granted under these treaties.
- Planning to reduce taxes on foreign income, dividends, interest and other types of income subject to potential double taxation. This helps to limit the tax impact for clients with foreign financial interests, investments or income.
Taxation
Tax optimization
Tax optimization is indeed a major issue in wealth preservation. Multifiduciaire Léman SA positions itself as a strategic partner by offering a full range of advisory and tax planning services tailored to each client’s individual needs.
Services Offered
Anticipation of Life Events
Life is punctuated by significant moments such as marriage, inheritance, donation and retirement. Each of these events can have significant tax implications. We support our clients in anticipating these moments to minimize their tax impact and effectively plan the management of their wealth.
Investment Management
Our experts are trained to design investment strategies aimed at reducing income, wealth and capital gains taxes. By optimizing the structure of their investments, our clients can benefit from reduced taxation, thus contributing to the overall growth of their wealth.
Optimizing the Transmission of Wealth
The transmission of wealth can be complex from a tax point of view. We offer advice on how to structure the transmission in a tax-efficient manner, in order to preserve assets as much as possible for future generations.
Complete Financial Planning
In addition to our tax expertise, we offer comprehensive financial planning services:
Personalized Strategies
Each client is unique, with different objectives and constraints. Our experts develop personalized strategies aimed at maximizing returns while keeping in mind the preservation and growth of assets.
Short, Medium and Long Term Objectives
Taking into account the varied investment horizons, we help our clients establish priorities and define clear steps to achieve their financial objectives at each phase of their life.
Added Value
Our proactive approach to tax and financial planning allows our clients to benefit from several advantages:
Tax Burden Reduction
Thanks to expert advice, our clients can optimize their tax situation and reduce the amount of taxes to be paid.
Wealth Protection
We ensure that our clients’ assets are managed in a way that protects them from tax and economic risks.
Peace of Mind
Knowing that their assets are in good hands and thoughtfully optimized gives our clients valuable peace of mind.
In conclusion, Multifiduciaire Léman SA is committed to offering tax and financial planning and advisory services that guarantee not only compliance and optimization, but also thoughtful and personalized management of our clients’ assets.