Tax Preparation

Monfort International works with tax advisers who can assist you with any tax issues that may arise. Tax planning is a process that is used to ensure that you meet your tax obligations in a systematic manner while taking into account your current financial situation. Additionally, it includes your comprehensive financial plan, which is determined by your age, financial goals, risk tolerance, and investment horizon.

Tax planning can be accomplished in a variety of ways, but it primarily entails three basic strategies: lowering your overall income, increasing your tax deductions throughout the year, and taking advantage of certain tax credits.

Our tax advisors can assist you in selecting the most tax-efficient investment option for your particular circumstances. When an individual’s affairs include an international component, the tax-efficient investment that was appropriate in their home country may not be appropriate or as efficient in their host country.

Certain businesses assist their international employees by arranging for tax consultation during their first two or three years in the country. If you are not fortunate enough to have access to such a service or have exceeded the time allotted for assistance, planning your tax affairs in Switzerland can be difficult. Filling out the necessary forms on your own may present difficulties due to language barriers or a lack of knowledge regarding where and how to claim tax relief.

For a free initial consultation with a Monfort International adviser please click here.

 

“Achieving your financial goals through the successful management of your finances”

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