Bern Income Tax Service

Bern Income Tax Service

Bern Income Tax Service – Cross-Border & High-Net-Worth

We support clients resident in canton Bern with Swiss income and wealth tax returns, often in combination with US or German tax obligations. Below you’ll find how we work in Bern and the canton-specific service packages.


Service scope for Bern income tax

For clients residing in canton Bern we handle Swiss income tax returns (canton & municipality) and wealth tax exposure, especially where cross-border factors apply. Services typically include:

  • Bern canton income tax return and municipal filings
  • Annual wealth tax return and analysis under Bern rules
  • Equity compensation (RSUs, options) and cross-border sourcing issues
  • Investment income, foreign accounts, portfolio structuring
  • Coordination with US and/or German tax returns – foreign tax credits, treaty relief

For technical detail on Swiss income tax and cross-border matters see our Swiss Income Tax Guide and for wealth tax benchmarks in Bern see the Bern hub in our wealth tax guide. Bern Wealth Tax Hub

Bern income tax packages & pricing (Swiss side)

The following packages cover the Swiss-side work for canton Bern via Sesch TaxRep GmbH. When US or German returns are needed, we coordinate with Sesch USA LLC or Sesch Group GmbH and issue separate invoices. All Swiss-side fees are exclusive of VAT.

Package Typical profile Scope (Swiss side) Fee (CHF)
Bern Complex Swiss Only Income & wealth tax (no foreign filings)
  • Resident in canton Bern
  • Significant salary/bonus or investment income
  • Portfolio and/or real estate
  • No US or German tax return required
  • Bern income tax return (canton & municipality)
  • Wealth tax calculation and return
  • Standard deductions, pension contributions, investments
  • Assessment review and straightforward follow-up
From CHF 1’000 to CHF 1’600
Depending on income/asset complexity.
Bern–US Cross-Border Swiss + US individual returns
  • Bern resident with US citizenship/green card
  • Salary/bonus, equity compensation, investments
  • Accounts in Switzerland/abroad
  • All items from the Complex Swiss Only package
  • Swiss-side coordination with US return (credits, sourcing)
  • Mapping of income/assets for US reporting
Swiss side: CHF 1’300 – 2’000
US return invoiced separately by Sesch USA LLC (USD 1’800+).
Bern–Germany Cross-Border Swiss + German individual returns
  • Bern resident with German tax ties
  • Income in Germany or Switzerland
  • Investment, business or relocation context
  • All items from the Complex Swiss Only package
  • Application of Bern–Germany tax treaty on Swiss side
  • Coordination with German return (credits & sourcing)
Swiss side: CHF 1’300 – 2’000
German return invoiced separately (from EUR 1’500).
Bern Private Client Plus Advanced cross-border / entrepreneur
  • Entrepreneurs, shareholders, multi-jurisdictional structures
  • Significant investment income/structures
  • Often combined US and/or German tax obligations
  • Customized Swiss (Bern) income & wealth tax planning and filings
  • Coordination with business structures and cross-border teams
  • Extended audit support and advisory
Swiss side: from CHF 2’200
Custom quote based on structure and jurisdictions.

After our initial call and review of documents, we’ll confirm the appropriate package and provide a fixed-fee quote before any work begins.

How the Bern income tax process works

1. Discovery call

A 20-minute call to review your Bern residence, income sources, assets and any US or German tax links.

2. Engagement & onboarding

You will receive a joint engagement letter covering Swiss (Sesch TaxRep GmbH), and where applicable US or German mandates. Data rights and coordination clearly defined.

3. Unified intake & secure upload

A single questionnaire + secure portal for all jurisdictions to gather salary, investments, holdings, real estate and foreign accounts.

4. Draft returns & alignment

The Bern team prepares Swiss returns while US/German teams prepare foreign filings. We ensure consistency across all filings.

5. Review, filing & follow-up

You receive a summary, approve returns, file with canton Bern & municipality, and we monitor assessments & queries.

6. Invoicing

Separate invoices from each legal entity. Billing can be aligned in CHF, USD or EUR on request.

Who we typically work with in Bern

  • Executives with international roles and equity compensation
  • US citizens/green card holders or German taxpayers living in canton Bern
  • Entrepreneurs, shareholders and high-net-worth individuals
  • Families with substantial portfolios, properties or cross-border wealth

Standard domestic Bern salary-only cases without cross-border or wealth tax complexities are outside our core focus.

Talk to a Bern income tax specialist

If you reside in canton Bern and your tax or wealth situation involves cross-border elements or significant assets, book a complimentary 20-minute discovery call to discuss how we can help.

Book your free consult