U.S. Tax & Swiss Tax Experts Office

Providing Professional Tax Services

We can support you individually and your business. Our tax experts can provide individual US Tax Services. As well as individual Swiss Tax Services. Further more, we offer business related US Tax and Swiss Tax services. While also offering US GAAP, Swiss GAAP, OR (Swiss Code of Obligations) and IFRS accounting support. Moreover we provide the Payroll, Tax and Accounting knowledge you require. When it comes to complex issues, rely on us!

Attentive and Personalized Tax Experts

We’re Professionals in our field. It is our mission to provide you with the finest most dedicated and experienced professional accounting & tax experts available. Rely on us to guide you through all of the aspects of U.S. and Swiss personal and business taxation. As well as to support your business with expert Swiss & US accounting knowledge. We are Licensed, Knowledgeable, Transparent and easily Accessible.

Get your US and Swiss Taxes Done Right…

U.S. Personal Taxation and Swiss Individual Taxation are our key services. We are an easily accessible ONE STOP TAX SHOP located in Basel & Zug, Switzerland. Our team is attentive, qualified and has professional U.S & Swiss tax knowledge. Here is how we work: tax preparation procedures. Our Accounting Services include: Payroll, Swiss Value Added Tax, US Sales Tax, Audit and Budget Planning. Let us guide you through these fields while you focus on your life goals. let’s get start talking about your Taxes!

Norbert Sommerfeld , CPA (Norm) our Director is both an Enrolled Agent as well as a qualified US Certified Public Accountant licensed with the State of Maine. In addition to this, he has also qualified with the Swiss Association of Certified Public Accountants (ExpertSuisse). Norm knows what it means to be an Expat in Switzerland and is here to help you!

SAS Accounting GmbH, St. Johanns-Vorstadt 16, 4056 Basel, Tel. +41 61 501 92 82

SAS Tax Experts GmbH, Untermüli 3, 6300 Zug, Tel. +41 76 460 77 07

Meet The Team

We are a small team of talented US Tax & Swiss Tax Professionals with a wide range of skills and experience. We love what we do, and we do it with passion. At SAS Accounting LLC & Summerfield Tax GmbH we understand that accounting and taxes can be considered to be overwhelming and confusing. We also understand the challenges an Expatriate faces when living and working in Switzerland. We look forward to working with you and promise to provide you with professional, personalized services and guidance for your business and private tax and accounting needs.

(Norm) NORBERT F. SOMMERFELD, CPA / EA

OWNER & DIRECTOR

Norm is from from Augusta, Maine, U.S.A. and currently lives just outside of Basel. Prior to founding our companies in Zug & Basel, Norm had worked 25 years internationally as a Tax Advisor as well as a US GAAP, Swiss GAAP and IFRS Auditor with (PwC) PricewaterhouseCoopers. Preceding those engagements he also ran a local tax reporting office & worked in Multi-National Corporations as a Finance Manager and Director. Norbert is licensed to practice before the IRS with unlimited practice rights (see IRS RPO Directory). He is also both a Licensed US CPA with the State of Maine as well as an Enrolled Agent with the US Department of the Treasury, Internal Revenue Service. Norm who’s parents were immigrants is also fluent in both English and German. In addition to this, Norm also qualified with the Swiss Association of Certified Public Accountants (ExpertSuisse).

Email me: norm@sastaxexperts.ch

(Kov) KOVALDAS BALCIAUSKAS, MSc / CAA

SENIOR TAX ADVISOR

Kov is from Chicago, Illinois U.S.A. and currently lives just outside of Zug. As a tax advisor with over 20 years of experience in corporate finance and hedge fund management, Kov brings a wealth of expertise to his clients. Since joining our companies Kov has brought his extensive experience in navigating tax laws and regulations into the field of individual taxation and resolving individual tax disputes. Kov has a BSc from DePaul University in Chicago and an MSc from the University of Newcastle in the UK. Kov is also an IRS Certified Acceptance Agent. Whether it’s minimizing tax liabilities, maximizing deductions, or ensuring compliance with tax laws, He is equipped to provide tailored tax advice and solutions to meet his clients’ needs.

Email me: kov@sastaxexperts.ch

(Kov) KOVALDAS BALCIAUSKAS Senior Tax Advisor

(Chris) CHRISTOPH L. BORER

SENIOR ACCOUNTANT

Chris is from Breitenbach, Switzerland and brings in over 25 years of experience working nationally as both a Finance Director and Tax Consultant. Chris completed his education with a Swiss Business Degree and is fluent in German and English. Chris has since gathered numerous years of experience in financially advising and guiding both Swiss Industrial Business’ and Swiss State run entities. Chris deals regularly with Swiss GAAP FER, HRM II as well as the Swiss Code of Obligations and how it pertains to Swiss Statutory and Swiss Tax provisions. In addition to this, he also advises private clients on Swiss taxation laws.

Email me: contact@taxpreparer.ch

(Alex) ALEXANDRA BAUMANN

ACCOUNTANT

Alexandra is from Arlesheim, Switzerland and enriches our office with her big smile and over 15 years of working experience as an accountant. She completed her education with a Swiss Business Degree and is fluent in German, Italian and English. Alexandra has experience with national entities and as an independent accountant as well as an accounting specialist. Her current focus is to support our SME businesses as well as helping clients with their personnel individual Swiss taxation issues.

Email me: contact@taxpreparer.ch

Want to work with our US & Swiss Tax Professionals?

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SAS Accounting GmbH, St. Johanns-Vorstadt 16, 4056 Basel, Tel. +41 61 501 92 82

SAS Tax Experts GmbH, Untermüli 3, 6300 Zug, Tel. +41 76 460 77 07

U.S. Tax & Swiss Tax Preparer Services

Let our Proactive US TAX & SwISS TAX experts transform your tax burden into savings.

We pride ourselves on offering an extensive choice of US and Swiss expat tax services, for American and English speaking expats residing in Switzerland.

Take a look through our services below to find out more. For further information contact us for an initial introductory 15-20 min. consultation, offer and/or to book an online or in-house meeting.

U.S. Income Tax Return
Preparers Office. – Form 1040

Individual US Tax Returns

We specialize in US Federal & State Tax Return Preparation for Americans living in Switzerland. We are experts in this field, licensed to practice in both countries and understand the tax laws and challenges facing our US client’s residing in Switzerland. With years of experience, transparent pricing and the appropriate licences you can trust us to complete your U.S. Tax Return and ensure you are fully compliant while also saving you tax dollars & advising you on possible future tax savings. Count on us from start to finish to solve your tax puzzle!

Swiss Federal & Cantonal Tax Filing for all Cantons

Individual Swiss Tax Returns

Have your Swiss Tax Return prepared by our experts! We have completed 100’s of Swiss Tax Returns for English speaking expats working in all of the Cantons of Switzerland. Trust us to identify every possible tax deduction, to reduce your taxes and to manage the additional reporting responsibilities applicable to U.S. and International citizens residing in Switzerland. Whether it is reclaiming your withholding taxes or fulfilling your legal tax filing requirements. We are on your side, have transparent pricing & care about getting your taxes right.

US Tax & Swiss Corporate Income and/or VAT, Sales Tax Reporting

US and Swiss Business Tax Returns

Corporate taxation is a challenging field especially when you are faced with international tax law and reporting requirements. Our specialization is providing guidance and support to businesses faced with US & Swiss taxable income as well as Sales Tax & VAT Tax reporting. We have professionals available to complete Schedule C, Forms 5471 or 8858 and/or Form 1120 on your behalf. Further to this , these same experts understand and can manage your businesses Swiss financial reporting requirements such as income tax, VAT & payroll.

Preparation of Individual US Federal & State Tax Return Amendments

US Tax Return Amendment Form 1040X

If you’ve filed your US Federal Tax Return and then realized that you forgot to include an item of income, a large deduction, or filled out or missed a reporting form completely we can amend your return. The IRS has a way to make the necessary corrections via Form 1040X. SAS Accounting & Tax will correctly prepare and file this form for you. Trust us to have your back. It’s possible to file this Amended Federal Tax Return within three years of the date that the original return was filed, or within two years from the date you paid the original tax liability, whichever is later. Let us clean up your tax problems.

Swiss Federal and Cantonal Withholding Tax (Quellensteuer) Procedures

Retroactive QST based Swiss Tax Declaration

Non-Swiss Citizens paying Salary based Withholding Tax (Source Tax) can – if the applicable conditions are met – request and/or automatically be required (if your income exceeds CHF 120’000) to follow a procedure of subsequent ordinary tax assessment. Under this procedure, the income and wealth taxes owed will be determined and assessed based upon a completed tax return. Withholding taxes already paid are credited (without interest) against these ordinary taxes. SAS Accounting & Tax will accurately prepare and file these statements on your behalf.

Preparation of all Individual & Business US State Tax Returns for US Citizen Abroad

US State Individual & Business Tax Returns

Individuals living in Switzerland are often required to also declare their income in their former state of residence. Generally an individual can only give up their tax domicile if they establish permanent residency abroad. The rules defining “tax domicile” vary significantly among states. Individuals & businesses also must pay taxes in a state if they receive source income from that state i.e. rental income from property located within that state or income from a trade or business. Trust SAS Accounting & Tax to professionally and accurately prepare these returns.

Streamlined Filing
US Tax Amnesty Filing Procedures for foreign US Citizens and Green-Card Holders abroad

US Tax – Streamlined Filing Compliance Procedures

The IRS Streamlined Filing Procedure is essentially an amnesty program allowing citizens and Green-Card holders to file several years worth of retroactive U.S. taxes and FinCEN reporting without penalty. The IRS realized that many U.S. expatriates were not aware that they had an ongoing annual U.S Tax filing responsibility. These people had consequently fallen behind and would therefore be required to pay delinquent filer and FBAR penalties. These catch-up procedures will help you to be tax compliant. You can rely on SAS Accounting & Tax to prepare your complete Streamlined Filing Compliance Procedures package and help you in forming your statement to the IRS (via Form 14653).

Preparation of your US Tax Form 1040NR – Non Resident Return

US Non-Resident Tax Return Preparer

 In certain situations, US non-resident aliens may have US tax and filing obligations. These non-resident aliens must file and report their US tax liabilities via Form 1040-NR, US Non-resident Alien Income Tax Return. Using this form these persons will only report income earned or derived from US sources. Wage income is usually taxed at the same graduated rates applicable to US citizens. However, portfolio income such as interest, dividends, and capital gains is generally taxed at a flat 30% rate. In certain situations both Form 1040NR and Form 1040 may be required. SAS Accounting will ensure that your are compliant with all IRS required tax reporting and can prepare the required US Tax Returns for you. Count on us to have your back and guide you.

Swiss Amnesty Procedures for Swiss Residents who have under reported earnings & assets

Swiss Tax – Retroactive Self-Disclosure Procedures

Individuals living in Switzerland are required to declare their worldwide income, wealth and assets on each year of their individual Swiss Tax Returns. Due to insufficient knowledge of this, taxable income and wealth are often under reported. This fact is often overseen by expatriates and can then result in serious penalties and back taxes. However, the Swiss Tax Office offers a one-time penalty free voluntary disclosure procedure to help ratify this situation. Certain conditions must be met to qualify for this amnesty (Straflose Selbstanzeige). SAS Accounting & Tax will professionally prepare, file and guide you through these Voluntary Retroactive Self-Declaration Procedures. Count on us to show you the way.

Certified Acceptance Agent Services (CAA) in Zug and Basel

A CAA is authorized by the IRS to prepare and certify the authenticity, accuracy and validity of formal passport and other document copies to be submitted to the IRS. We are further formally authorized to receive assigned ITIN numbers directly from the IRS.

“Once I found out that I needed to file U.S. taxes even while living in Switzerland, I did not know what to do. Then I found SAS Accounting & Tax. Norm and his team took the time to talk to me and had an excellent understanding of the situation I was facing. They handled it fast and professionally from start to finish.”

Steve D.

Basel, Switzerland

Get Your Tax Return Filed

Your tax experts located in Basel & Zug, Switzerland

Specialized in both

US & Swiss Taxation Laws & Tax Preparation.

Tel: +41 61 501 92 82 – Mobile: +41 76 460 77 07

Contact us

SAS Accounting GmbH, St. Johanns-Vorstadt 16, 4056 Basel, Tel. +41 61 501 92 82

SAS Tax Experts GmbH, Untermüli 3, 6300 Zug, Tel. +41 76 460 77 07

Get in Touch

Whatever you’re planning for —  the future, a rainy day, or just next month — we’re there for you. All year round, not just during tax season. Feel free to reach out to us, your local U.S. TAX EXPERTS and SWISS TAX EXPERTS with questions about all accounting and tax matters. Or contact us to arrange your introductory and/or first consultation with our tax experts.

Please feel free to reach out to us

SAS Accounting GmbH
St. Johanns-Vorstadt 16, CH – 4056 Basel, Switzerland – Email: contact@taxpreparer.ch

SAS Tax Experts GmbH
Untermüli 3, CH – 6300 Zug, Switzerland – Email: contact@taxpreparer.ch

Office: +41 61 501 92 82 - Mobile: +41 76 460 77 07 – USA Mobile: (470) 753-3386

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OUR MISSION

To provide professional tax services to our clients. We do this by providing you with attentive, licensed and personalized services with clear pricing and quality assurance. We help U.S. and English speaking Expats as well as businesses required to submit Swiss and U.S. Tax Returns. Trust our US TAX and SWISS TAX EXPERTS!

OUR FOCUS

To prepare accurate and tax-conscious US Tax Returns & Swiss Tax Returns. While also ensuring that our clients enjoy the benefits of working with experienced professionals. We strive to offer the best possible streamlined processing of your returns.

We support you by PreparIng, Filing & Managing these Items for you:
  • Form 1040, U.S. Individual Income Tax Return
  • Form 1040-X, Amended U.S. Individual Income Tax Return
  • Form 1040-NR, U.S. Nonresident Alien Income Tax Return
  • Form 1120, U.S. Corporation Income Tax Return
  • Form 1120-S, U.S. Income Tax Return for an S Corporation
  • Form 1065, U.S. Return of Partnership Income
  • Form 990, Return of Organization Exempt from Income Tax
  • SM-LLC Financial Statements in accordance with US GAAP
  • Financial Statement Review & Tax True-up
  • IRS Document Certification
  • SM-LLC Financial Statements in accordance with SWISS GAAP FER and/or SCO
  • Swiss Individual Tax Return (Steuererklärung für natürliche Personen)
  • Swiss Business Tax Return (Steuererklärung für juristische Personen)
  • Swiss VAT Declarations (MWST-Abrechnungen)
  • Swiss Payroll Accounting (AHV, ALV, EO, IV, UVG, PK, QST)
  • Swiss Withholding Tax Declarations (VST)
  • Swiss & US Tax Advising Services

SAS Accounting GmbH, St. Johanns-Vorstadt 16, 4056 Basel, Tel. +41 61 501 92 82

SAS Tax Experts GmbH, Untermüli 3, 6300 Zug, Tel. +41 76 460 77 07

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