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Private clients

For your life.
For your decisions.

Alongside our focus on businesses, we help private individuals with tax returns. For financial and insurance matters, we refer you to partners.

Discuss your needs

01 Personal tax returns

Your tax documents. In good order.

Every tax return is different. Start with the basics and add only what applies to your situation. Arber Kastrati will discuss the documents and scope with you personally.

Basic tax returnFrom your documents to your personal tax return.

Hand over the preparation of your tax return and discuss your circumstances personally. The basic return is the starting point; add property, investments or self-employed income only where relevant.

Scope & details

Per tax return. Excludes real estate, securities portfolios and income-expense statements; add these as required.

FeeCHF 100.00 one-off

Additions for your tax return

Only where relevant: property, investments or self-employed income. These additions are charged on top of the basic return, which is automatically added to your selection.

Property without cost breakdownAdd a property without a detailed cost breakdown.

Choose this addition for a property without a breakdown of improvement and maintenance costs. Only one of the two property options is needed for the same property.

Scope & details

Per property; without improvement or maintenance cost breakdown. Addition to the base return.

FeeCHF 35.00 per item

Property with cost breakdownAccount for property improvement and maintenance costs.

If your property needs a breakdown of improvement and maintenance costs, choose this more detailed option. It replaces the simpler addition for that same property.

Scope & details

Per property; includes improvement or maintenance cost breakdown with a maximum of 6 receipts. Count each property only once.

FeeCHF 70.00 per item

Securities portfolioInclude securities and investments in your return.

Shares, funds and cryptocurrencies bring additional records. Arber Kastrati reviews the scope with you; the starting price is confirmed personally according to the work involved.

Scope & details

Shares, funds, crypto etc. From CHF 70 according to effort, estimated personally in advance.

Feefrom CHF 70.00

Income-expense statement for self-employedBring self-employed income into a clear overview.

For your self-employed activity, add an income and expenditure statement to the tax return. Your available records and the work required determine the personal quotation.

Scope & details

From CHF 140 according to effort, estimated personally in advance.

Feefrom CHF 140.00

Further assistance

Other services by effortRoom for your individual needs.

Your request does not fit one of the services described? Tell us about the task. We agree the scope personally; the calculator first provides a non-binding estimate based on time.

Scope & details

CHF 140 per hour / CHF 35 per 15 minutes, or as agreed in writing beforehand.

FeeCHF 35.00 per 15 minutes

02 Personal administration

You do not have to handle it all alone.

A form, a power of attorney or an unanswered question: personal support is available for your day-to-day administrative tasks too.

Office or telephone consultationTalk through your questions personally.

Discuss your needs with Arber Kastrati in the office or by phone. Enter an estimated time requirement; the actual scope is agreed together.

Scope & details

Charged in 15-minute increments.

FeeCHF 35.00 per 15 minutes

Onsite consultationDiscuss your needs at your location.

Request a visit if meeting at your location makes sense. Meeting time and outward and return travel time are entered separately in the estimate.

Scope & details

Outward and return travel time is also billable.

FeeCHF 35.00 per 15 minutes

Telephone enquiriesGet help with telephone enquiries.

We handle the agreed telephone follow-up on your behalf. Briefly describe what you need clarified.

Scope & details

Charged in 15-minute increments.

FeeCHF 35.00 per 15 minutes

Forms & personal documents

Form assistanceGet help completing forms.

If a form raises questions or you lack time to complete it, discuss the document and the help you need with us.

Scope & details

Help completing forms; charged by time.

FeeCHF 35.00 per 15 minutes

Power of attorney / general powerPrepare a power of attorney for your needs.

Discuss the administrative purpose of the power of attorney. The document is prepared using the details you provide.

Scope & details

Per document, up to 30 minutes of work.

FeeCHF 70.00 per item

Document orderObtain the extracts and records you need.

Whether you need a debt register extract or ZEK information, get help obtaining the relevant records. Any third-party fees are charged separately.

Scope & details

Debt extract, ZEK information etc.; per document, up to 15 minutes of work.

FeeCHF 35.00 per item

Postal services & other requests

Letter postageSend documents by letter.

Choose the number of letters you need. Letter postage is charged at a flat fee of CHF 4 per letter.

Scope & details

Flat fee of CHF 4 per letter.

FeeCHF 4.00 per item

Other services by effortRoom for your individual needs.

Your request does not fit one of the services described? Tell us about the task. We agree the scope personally; the calculator first provides a non-binding estimate based on time.

Scope & details

CHF 140 per hour / CHF 35 per 15 minutes, or as agreed in writing beforehand.

FeeCHF 35.00 per 15 minutes

All prices in CHF. No VAT is currently charged. Any VAT legally due in future would be added. Non-binding estimate. Arber Kastrati personally confirms effort, “from” prices and possible discounts. Third-party fees are excluded.

03

Finance & pension planning · Referrals to partners

For these matters, we refer you to partners. The relevant provider delivers the specialist advice.

Request support

Mortgages

For property financing questions, we can refer you to a partner on request. That partner provides the advice and prepares the offer.

Ask about this topic

Pension planning · Referrals to partners

For pension planning questions, we can refer you to a partner on request. That partner provides the specialist advice.

Ask about this topic

Loans, leasing & financing

We refer you to partners for your financing plans. You discuss offers and terms with the relevant provider.

Ask about this topic

Financial matters · Referrals to partners

For further financial questions, we refer you to a partner. Arber Kastrati is your contact for the referral.

Ask about this topic
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Personal insurance · Referrals to partners

We refer you to partners for insurance advice and offers.

Request support

Personal liability

On request, we refer you to a partner for your personal liability insurance.

Ask about this topic

Home contents

For home contents insurance questions, we refer you to a partner.

Ask about this topic

Vehicle insurance

Within the agreed scope, we pass vehicle insurance enquiries to a partner for advice and an offer.

Ask about this topic

Legal expenses insurance

We refer you to a partner for advice on personal legal expenses insurance.

Ask about this topic

Health insurance

For questions about compulsory health insurance, we can refer you to a partner on request. That partner provides the advice and prepares the offer.

Ask about this topic

Bookkeeping and company formation. With personal support.

Arber Kastrati carries out the agreed tasks as your bookkeeper. For financial and insurance advice, we refer you to partners; the relevant provider delivers the specialist advice. We agree on responsibilities and the scope of services in advance.

The next step

What’s
next for you?

Your bookkeeping, your team, your company formation.
Let’s discuss the next steps.

Let’s talk+41 76 226 44 11

Services & prices