steps to get your taxes filed:

Schedule your Introductory 15-20 MINUTE CONSULTATION

The FIRST step on the path to getting where you want to go starts with an honest conversation. Therefore we will schedule a Phone, Zoom or In-House meeting with you. Please give us a call so that we can provide this 15-20 Initial Consultation. Once we have determined the right direction together we’ll help you stay the course.

Review our OFFER and Sign THE ENGAGEMENT LETTER

During this first meeting we will analyse your current & previous years taxes and address any concerns which we may identify. Thereafter, providing you with our FLAT-RATE offer and ENGAGEMENT LETTER. This formal engagement letter will be sent to you using the DocuSign® tool.

100% Cost Awareness

You are 100% aware of the cost and job scope before we start.

We will send you a list of the tax documents required together with a lINK to our Secure portal where you can upload pictures & scans of your tax documents.

Upload or drop-off the tax documents required to complete your U.S. and/or Swiss Tax Returns. These can include your Identification, U.S. W-2 and/or Swiss Salary Statement (Form 11. – ESTV) as well as your Bank Balance, Interest & Dividend Statements.

Based on this information we will prepare your U.S and/or Swiss Tax returns. Calculating and requesting the respective U.S. Foreign and Swiss National Tax Credits and Tax Liabilities

Closing meeting to REVIEW the return and PAY for our services

We will forward you the Tax Return for your REVIEW and then set-up a 20-30 minute appointment with you to discuss the positions and SIGN the Tax Return. During this time we can also discuss possible future tax planning possibilities.

We will send our Invoice after our closing meeting. Payment via bank transfer.

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