Tax Care

Tax confidence. All year round.

Year-round tax support with clear, transparent membership packages.

Tax Care

Which model fits you?

Choose the level of support that matches your personal situation.

Essential

Tax confidence for everyday life.

For individuals with straightforward tax circumstances who want a personal contact for tax questions throughout the year.

  • Preparation of the tax return
  • Personal answers to general tax questions
  • Support with letters and enquiries from tax authorities
  • Guidance on deductions and tax-relevant changes
  • Ongoing support for ordinary private tax situations
Family

Tax support for family life.

For couples and families whose tax questions involve more than one person.

  • All Essential services
  • One objection per year
  • Support for the household and family situation
  • Questions around marriage, family and children
  • Basic questions relating to pensions and residential property
  • One personal annual tax review meeting
Signature

Extended personal tax support.

For individuals and families with a higher need for tax advice and more complex circumstances.

  • All Family services
  • Two objections per year
  • In-depth support on pension, property and wealth matters
  • Initial assessment of cross-border tax matters
  • Forward-looking tax planning
  • Personal annual review meeting
  • Priority handling of enquiries
Essential
CHF 249.– / year

Entry-level year-round tax support.

Family
CHF 449.– / year

For families with broader support needs.

Signature
CHF 790.– / year

The most comprehensive model for personal tax support.

Tax Care

How Tax Care works

01

Choose your membership

Select the model that fits your personal situation.

02

Stay personally supported

Contact Carlino Trust directly with tax questions throughout the year.

03

Get clarity

We assess your situation, explain your options and guide you through the next steps.

04

Recognise changes early

Family and Signature include an additional personal annual tax review.

Clear scope. No surprises.

Tax Care covers ongoing tax support and advisory within the selected membership. Tax return preparation and a defined number of objections are included depending on the selected membership. Appeals, extensive calculations, expert opinions, as well as extraordinary or particularly complex advisory mandates are not included. Such services are discussed with you in advance and quoted separately.

Tax Care

Taxes stay with you all year. So do we.

Personal tax support with a clearly defined annual price.

Request Tax Care