Frequently Asked Questions
Your Questions Answered
Tax optimization is a structured approach to align your financial activities with Swiss federal and cantonal regulations and leverage available provisions to minimize tax obligations within the legal framework.
Our service is designed for entrepreneurs, small and medium enterprises, and private individuals seeking expert guidance on local and cross border tax matters in Switzerland.
To start, we schedule an initial consultation to understand your situation, gather relevant data and identify key areas for improvement. From there, we outline a roadmap tailored to your needs.
Engagements vary based on complexity, but most initial analyses and recommendations are delivered within 4 to 8 weeks, followed by optional ongoing support.
We request past filings, current financial summaries and details on specific transactions or structures you wish to review. All data is handled under strict confidentiality.
Yes. We continuously monitor federal and cantonal guidelines to ensure all recommendations adhere to current regulatory standards.
We assist clients with cross-border considerations by coordinating with partner firms and ensuring solutions respect both Swiss rules and applicable foreign regulations.
We employ industry standard encryption, secure servers and strict internal protocols to protect sensitive information at every stage of our work.
Our team monitors updates throughout the year and integrates any developments into ongoing review cycles, so your strategies remain aligned with new requirements.
Our fees are transparent and based on the scope of work. After the initial consultation, we provide a clear proposal with fixed and variable components.
Yes. We offer retainers and project based arrangements for regular reviews, filings assistance and advisory updates.
Clients can reach us via secure email, phone and scheduled video calls. We also provide a dedicated portal for document and status tracking.
We work with a broad range of sectors, including professional services, manufacturing, technology and family owned enterprises.
Absolutely. Engagements can be adjusted in scope and frequency to reflect your evolving requirements and any changes in your operations.
Contact us at Exactorion Consult via our online form or call +41765741952 to arrange your first consultation.