SERVICE

Declarative services

fiscalité internationale

About the service

At BGO Patrimoine, our commitment is to guide our clients through the complexities of their tax returns, focusing on tax compliance as a lever for optimization. We understand that, in an international tax environment, every detail is crucial to ensure effective and smooth tax management. We offer specialized expertise to assist you in preparing your tax returns, ensuring that you comply with all necessary regulations while maximizing your tax benefits. Our rigorous approach guarantees that your situation is always in compliance with the legislation, thus avoiding any unpleasant surprises.

With BGO Patrimoine, enjoy personalized support where integrity and efficiency are at the core of our service. We create tailored solutions, adapted to your personal or professional situation, enabling optimal management of your taxation.

Contact us today to discover how our compliance approach can turn your tax challenges into opportunities.

What is included in the services?

Our experts analyze every detail to ensure compliance, performance, and peace of mind. Your situation is unique, and so is our advice. Contact us to discover how we can shape an approach perfectly aligned with your needs and objectives.

PRICING

Pricing Grid

For all other complex declarations, request a quote
carte de le suisse
Swiss Tax Returns
Updated on 10/02/2025
carte de la france
French Tax Returns
Updated on 10/02/2025
Income Tax

Income Tax Return:

  • Data entry using tax software and on impots.gouv
  • Generation of tax statement and client copy
  • Review of tax assessment notice and possible claims
From 350 to 1,200 CHF/€ depending on complexity
From 350 to 1,200 CHF/€ depending on complexity
Real Estate Wealth Tax IFI
IFI Declaration (Assets over €1.3M)
800
Monthly declarations of investment income received on Swiss accounts
Collection of information, preparation, submission and payment of monthly declarations (2778-DIV / 2778-SD)
With summary issued by the bank
€1,200/year
Without summary issued by the bank or multiple banks
€1,700/year
Tax Reclaim Service

Tax Withholding Recovery:

  • Management of forms until receipt of payment
  • Swiss or foreign dividends - collection of 2nd or 3rd pillar pension funds...
12% of the refund with a minimum of €300/country

Tax refunds, social security contributions, URSSAF contributions:

  • Dispute claims
12% of the refund with a minimum of €500
FAQ

Frequently asked questions

fiscalité internationale

1

Is it mandatory to declare worldwide income?

2

Is worldwide income subject to double taxation?

3

What are the criteria and benefits of having adult children attached to the tax household?

4

Does foreign real estate impact wealth tax?

5

How to determine your tax residence: What criteria are used?
Plan your success

Find out how to optimize your Franco-Swiss wealth with a tailor-made strategy. Contact our experts today.

Contact an expert
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