Administrative Services
in Switzerland

Finding the best tax partner for you

We analyse your situation to connect you with the ideal tax specialist — expert in both cantonal (ICC) and federal (IFD) tax — to ensure the best possible outcome for your return.

• Personalised matching: we select the most suitable tax adviser for your profile
• Deduction audit: upfront identification of professional expenses, travel, and 3rd pillar pension contributions
• Family charge optimisation: support for deductions related to children and education
• Ongoing support: we stay by your side to facilitate communication with your tax partner

Note: This service is an advisory and referral service. The final preparation, accuracy of the data, and signing of the tax return are the exclusive responsibility of the appointed tax partner and the taxpayer.

Health insurance subsidies (LAMal)

Optimise your healthcare costs: a little-known cantonal benefit that can be worth several thousand francs a year.

• Multi-canton eligibility audit: we analyse your specific situation (Vaud, Geneva, Valais, Neuchâtel, etc.) against the latest benefit scales
• Backdated recovery: we check whether you can claim reimbursements for past periods you never applied for
• Life changes: marriage, new baby, drop in income, end of unemployment benefits? We update your file to reflect your current financial reality, which is often more favourable than your last tax assessment
• Dealing with the authorities: we prepare the complete application and manage all correspondence with the cantonal offices (OVAM, SAM, etc.)
• Annual monitoring: benefit scales change every year. We automatically alert you if a new savings opportunity arises

Pension & 3rd Pillar

We identify the best solutions on the market via our expert partners, for an optimised pension strategy and maximum tax deductions.

• Connection with certified experts: access to Swiss pension specialists
• 3a/3b needs analysis: identifying the ideal structure for your situation
• Impartial partner comparison: we find the institution offering the best return
• Retirement planning: strategic planning carried out by our accredited partners

Note: This referral service is purely informational. Specific advice, the signing of contracts, and responsibility for financial products rest exclusively with the certified partner firm.

Insurance administration

We handle all your insurance-related paperwork directly — cancellations, change of insurer, disputes — without referring you elsewhere.

• Health insurer cancellation and switch
• Reimbursement claim follow-up
• Letters and disputes with insurers
• Archiving of all supporting documents

Allowances & social benefits

Family allowances, family supplementary benefits (PC famille), cantonal grants — we check everything you are entitled to.

• Family allowances
• Supplementary benefits
• Cantonal study grants
• Housing assistance (where available)

Personal budget audit

A thorough analysis of your financial situation to identify possible savings, unclaimed benefits, and to draw up a personalised action plan.

• Income and expenditure analysis
• Identification of available benefits
• Budget optimisation plan
• Included with the Individual and Family plans