Working with me
Step 1
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As a potential new client, I organize with you a first free 30 min. call to understand your needs and define the scope of my assistance.
Step 2
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I send you an offer by e-mail and you decide to agree, complete or reduce the scope.
Step 3
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Once we agree on the scope, I send you a power of attorney, a data privacy statement and a light tax questionnaire (when necessary).
Step 4
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I confirm the timeline and next action steps.
Step 5
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I complete services according to the scope.
OUT OF SCOPE
Any additional service requests or needs will be submitted to you for pre-approval before completion.
AVAILIBILITY
I remain available every morning from Monday to Friday to reply to your tax questions. If I cannot answer your call immediately, I will revert to you as soon as I can.
ADDITIONAL INFO
No consulting services, nor tax recommendation will be provided over the phone.
ADMINISTRATION CHARGES
Administration charges of 3% apply to all services provided to cover postal, printing and any other additional administrative charges incurred when filing your Swiss tax forms and when exchanging with the Swiss tax administration.