For investors
Tax advisor matching for investors with securities and foreign assets.
Securities statements, dividend flows, withholding taxes, and foreign accounts all add reporting layers to a Swiss tax return. SteuerAnalyst connects investors with advisors who work with portfolios as a matter of routine.
Portfolio topics
Reporting that requires attention.
- Swiss and foreign securities statements.
- Dividend income and DA-1 recovery of foreign withholding tax.
- Foreign brokerage and custody accounts.
- Wealth tax assessment of portfolio positions.
- Structured products, ETFs, and complex instruments.
- Crypto holdings — handled where the case requires it.
Sample investor case
ZH · 2025
Zurich — multi-broker securities portfolio
- Canton
- Zurich
- Situation
- Two foreign brokers, dividend income, ETF holdings
- Complexity
- DA-1 reclaim, wealth tax, FX conversions
- Advisor profile
- Private client tax specialist
What we structure
Investor intake checklist.
01
Account coverage
All brokerage, custody, and foreign accounts within scope.
02
Income types
Dividends, interest, capital distributions, and any taxable trading activity.
03
Withholding recovery
DA-1 eligibility and supporting documentation per jurisdiction.
Begin
Start with a structured tax intake.
Tell us about your situation and we will help identify the type of Swiss tax expert that fits your case.