Privacy & Disclaimer

SteuerAnalyst is an intake and matching service. We help individuals with Swiss tax situations articulate the structure of their case and, where appropriate, introduce them to independent Swiss tax advisors or fiduciaries.

SteuerAnalyst does not provide tax, legal, or fiduciary advice. We do not file returns, represent clients before tax authorities, or take responsibility for the advice provided by independent professionals.

Through the intake form we collect the information you choose to provide: contact details, canton of residence, language preference, situation indicators, complexity factors, and any documents you optionally upload.

We do not require sensitive identifiers such as AHV numbers or full bank details to begin a matching process. Please remove sensitive information from optional uploads if you prefer.

Information submitted through the intake is used to: (i) structure a case profile, (ii) identify the type of Swiss tax advisor that fits the situation, and (iii) where appropriate, share a summary with a relevant partner advisor for introduction.

We do not sell personal data. We do not share intake data with parties unrelated to the matching service.

Intake data is retained only as long as necessary to support the matching process and reasonable follow-up. You may request deletion of your intake at any time by contacting contact@steueranalyst.ch.

You may request access to, correction of, or deletion of personal information you have submitted. To exercise these rights, contact us at the address above.

SteuerAnalyst does not guarantee tax outcomes, refund amounts, or specific savings. We make no claim to be regulated as a tax, legal, or fiduciary firm. Independent professionals are responsible for the advice they provide.

Questions about this notice can be sent to contact@steueranalyst.ch.