For partner advisors
Receive qualified Swiss tax enquiries with structured intake data.
SteuerAnalyst helps Swiss tax advisors and fiduciaries receive better-prepared cases from expats, founders, investors, and property owners. Each introduction comes with a structured summary — not a vague enquiry.
Why partner with SteuerAnalyst
Case quality before case volume.
- Cases pre-structured against canton, situation, and complexity.
- Filtered for relevance to your areas of expertise.
- Clear language preference and budget bracket up front.
- No exclusivity — work alongside your existing channels.
Types of cases
What you typically receive.
- Expats with foreign assets and securities portfolios.
- Founders managing GmbH or AG structures.
- Property owners with renovation or rental questions.
- Investors with multi-jurisdiction custody.
- Second-opinion reviews for high earners.
How qualification works
A short, transparent process.
Step 01
Intake
Client completes a structured intake covering situation, complexity, language, and budget.
Step 02
Review
SteuerAnalyst summarises the case profile and identifies the advisor type that fits.
Step 03
Introduction
Where appropriate, we introduce the case to a relevant partner advisor.
Partner application
Apply to join the SteuerAnalyst partner network.
Tell us briefly about your firm and the cases you typically take on. We review every application individually.