How to recognize a good Tax advisor in Switzerland

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Introduction

Choosing the right tax advisor in Switzerland is an important decision that should be made carefully. With a multitude of providers offering their services, it is crucial to separate the wheat from the chaff.

In this blog post, you will learn what to look for when looking for a professional tax advisor who truly understands and meets your needs.

Transparent pricing

A key element in selecting a tax advisor is the transparency of pricing. A good pricing model allows you to estimate the costs based on your individual requirements without having to request a detailed quote. This saves you time and you can act immediately, for instance if you need your tax return done asap.

Fair and individual pricing

Moreover, the price structure should not be based on your income but on the complexity of your tax return. This ensures that every client is treated fairly, regardless of their financial background.

Someone earning CHF 300’000 shouldn’t pay CHF 1000 for a tax return just because he can afford it, if he has a simple tax return without any stocks or real estate. Likewise for a pensioner that has pension income, 3 bank accounts and nothing else. A fair entry level tax return price is crucial.

Follow up support

We from ajooda offer you various optional support packages to choose from, depending on what your needs are before or after completion of your tax return.

As shown in the picture, there are three optional care packages to choose from:

Economy (CHF 129): Includes a review of your tax assessment order, to ensure all deductions have been granted (without appeal to the tax office).
Privilege (CHF 199): In addition to the Economy service, it includes contacting the tax office if deductions are not granted and a personal tax consultation on your assessment order and tax law for up to 30 minutes.
Premium (CHF 399): Includes all services of the Privilege package with extended consultation time (60 minutes instead of 30 minutes), complete correspondence and representation with the tax office, and direct receipt of tax documents. The complete stress-free method!

These packages are designed to give every client the freedom to choose the level of support they want before or after completing their tax return.

If you only want to have your tax return done by an expert, without any follow up assistance, you can choose to go without these packages. This way you will still have access to a professional tax advisor, with a lower entry price.

Delivery deadlines

Another crucial factor in selecting a tax advisor is the reliability of delivery deadlines. Clear commitments to delivery dates build trust and provide security, so you are not left in the dark about when you will receive your documents back.

At ajooda, your tax return will be processed within 7-10 business days, by default.

Running late or just want to get your tax return done quickly?

Skip the line and have your tax return ready in 1-3 business days, with our express service:

These express options allow you to choose the speed of service based on your urgency and personal preferences. The ability to choose between different speeds reinforces our commitment to customer satisfaction and flexibility.

Trust and professionalism

Since we talk about your taxes, there is a lot of trust you have to put in your tax advisor. Here are a few important points that you should consider:

Google reviews

Studies have shown that 90% of customers read google reviews before considering a purchase at a local business.

Mostly customers only leave reviews when there is something to complain about, thats why many businesses have bad reviews.

We are very proud to have so many thankful clients that appreciate our constant pursuit of excellence and quality of customer care. At the time of this writing ajooda has more than 120 5-Star Google reviews from happy clients that are split across many years, some of them dating back 4-5 years, when we activated our google mybusiness page.

Data security – Federal Act on Data Protection (FADP)

Handing over such sensitive data, you better be sure that your tax provider complies with the new and strict Federal Act on Data Protection (FADP) or in German: Neues Datenschutzgesetz (revDSG).

This new law, in place since 1st September 2023, obligates swiss companies to protect you data better than ever before.

However many tax advisories lack the technical knowledge to protect your data correctly. Small tax advisors don’t even bother to implement necessary steps, potentially leaving your data exposed. Especially the very cheap tax advisors simply do not have the capacity to implement necessary data protection steps, e.g. data encryption, even if they wanted to.

At ajooda we have an internal IT department that also works with external swiss IT partners to ensure all necessary steps are taken to protect your data as good as possible and comply with with the Swiss Federal Act on Data Protection law.

About us page and pictures

Do these people really exist or are they trying to hide themselves behind nice words?

Even though we are very busy, we make an effort to give you an impression of our work environment and to show that we really do exist. Especially important nowadays as lots of companies are simply AI generated and no real people are behind it.

Do they have an office?

Many tax advisors, especially the smaller ones, do not have any physical address.

Even though most of our interactions with our clients happen digitally, for instance through Microsoft Teams, we still offer you the possibility to swing by our office.

Can I get in touch with them?

Is it just an automated bot that can give you answers as it is for most tech companies for instance? Or do I have to fill out a form and wait weeks before I get an answer? (often automated as well)

We at ajooda try to answer all questions in our FAQs on our pages and design the process super-easy. If however, you have some questions you can reach us by:

Call
Whatsapp Chat
E-Mail
E-Mail form
Personal visit in our office

Customer in mind

Companies like ajooda AG stand out through efficient and reliable services that are always aimed at customer satisfaction.

We want to build the easiest tax platform in Switzerland and therefore try to understand our clients as best as we can, so we can offer them simple solutions for larger problems.

Summary

Choosing the right tax advisor means finding a partner committed to clarity, fairness, and efficiency. These elements are essential for stress-free tax management.

A good tax advisor in Switzerland is more than just a service provider that saves you taxes – they are a partner who helps you save time, makes you sleep peacefully at night and achieve your financial goals.