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Personal advisor matching · Switzerland

Hand-matched to the Swiss tax advisor who actually fits.

Switzerland is 26 cantonal tax systems and thousands of advisors. You tell us your situation; a specialist on our team reads it and personally introduces you to the advisor who fits — not a directory, not an algorithm.

Free, no-obligation intake 3-minute brief Anonymous until you choose
CASE · SA-2026-0417 Received
Profile Resident · Zürich ZH — ordinary assessment
Trigger Quellensteuer → NOVSubsequent ordinary assessment
Situation Equity (RSUs) · 2 jurisdictions
Complexity
SA
With our tax desk
CURATING YOUR INTRODUCTION · ~48H
By hand
Matched by people, not an algorithm
What we are

A structured intake and a real specialist who matches you, by hand, to the right Swiss tax advisor.

What we're not

Not a directory. Not software. Not an algorithm picking names off a list.

Who pays

The intake is free for you. We're paid by advisors only on a successful introduction.

The problem

Picking a tax advisor in Switzerland is a guess you can't afford.

Every canton taxes differently. An advisor who is excellent for a Zug holding company may know little about French Grenzgänger rules or US equity reporting. The field is opaque, fragmented, and priced by the hour — so most people choose by proximity or a friend's recommendation, and only learn the cost of a mismatch at assessment time.

26
cantonal tax systems
0+
communal multipliers
1
that actually fits you
How it works

Three steps. A real person on the other end.

You describe the situation once. We do the analysis and the matching by hand. You meet the right advisor.

01

Describe your situation

A 3-minute structured intake — residence, income type, cross-border exposure, equity, property. No documents, no account.

02

We review & hand-match

A specialist on our team reads your brief, assesses its complexity, and personally selects the vetted advisor who fits your profile and canton.

03

We introduce you

You receive a personal introduction to your matched advisor — already vetted, specialism-checked and briefed on your situation. You approve before anything is shared.

The difference

A directory gives you names. We give you a brief.

The same situation, written down properly, is what a good advisor needs to even quote you. We structure it once — residence, triggers, exposures, complexity — so the match is made on substance, not on who ranks first in a search.

  • Matched by specialism, by a person — not by proximity or page rank.
  • Complexity assessed, so you don't overpay for a simple return.
  • Indicative fees shared up front — no "request a quote" black box.
  • You stay anonymous until you approve the introduction.
Generated case brief Structured
Residence & status
Resident, Canton Zürich · B permit · since 2023
Income composition
Employment RSU / equity Foreign rental
Cross-border exposure
United States — equity sourcing & DTA relief
Assessed complexity
High — specialist required
→ With our tax desk · personal introduction to follow
Independence & discretion

We answer to the match — not to whoever pays the most.

Every advisor in the network is vetted on credentials, specialism and standing. We're paid a flat success fee on a confirmed fit, identical across advisors — so the shortlist is never auctioned.

Vetted, not listed

Credentials, registration and specialism are verified before an advisor can be matched. No pay-to-rank.

Anonymous by default

Your name and contact stay private until you decide to connect. The brief travels; your identity doesn't.

One flat success fee

Identical across the network. We have no incentive to steer you toward anyone but the right fit.

National coverage

Specialists across all 26 cantons, weighted to where complexity concentrates.

ZHGEZG VDBSBE SZTISG LU+16
For tax advisors

Receive pre-structured cases in your specialism — not cold leads.

Every introduction arrives as a complete brief, scored and matched to what you do best. You quote once, on substance.

Join the network
Start now

Three minutes now saves a year of the wrong advice.

Describe your situation. A real specialist reviews it and personally introduces you to the advisor who fits — usually within two business days.