Lucerne Income Tax Service

Lucerne Income Tax Service

Lucerne Income Tax Service – Cross-Border & HNWI

We support clients resident in canton Luzern with Swiss income and wealth tax cases, often with US or German cross-border obligations. Below you’ll find the service scope for Luzern and the service packages available for this canton.

Service scope for Luzern income tax

For clients residing in canton Luzern we cover Swiss income tax returns (canton & communal), wealth tax exposure and cross-border coordination where applicable. Key areas of support include:

  • Luzern canton income tax return and communal filings
  • Annual wealth tax calculation and reporting in canton Luzern
  • Equity compensation, foreign portfolios, cross-border income sourcing
  • Business income, self-employment, partnership interests
  • Coordination with US or German tax obligations – foreign tax credit, treaty relief, reporting

For detailed Swiss income tax themes and cross-border issues see our Swiss Income Tax Guide and for wealth tax in Luzern our Luzern Wealth Tax Hub.

Luzern income tax packages & pricing (Swiss side)

Below are the Swiss-side service packages specifically for canton Luzern via Sesch TaxRep GmbH. Where US/German filings are required, those are coordinated and invoiced separately. Swiss side fees exclude VAT.

Package Typical profile Scope (Swiss side) Fee (CHF)
Luzern Complex Swiss Only Income & wealth tax (no foreign filings)
  • Resident in canton Luzern
  • Salary/bonus, portfolio or real estate
  • No US or German tax return required
  • Luzern income tax return (canton & communal)
  • Wealth tax calculation and filing
  • Standard deductions, pension & investment accounting
  • Assessment review and minor queries
 From CHF 1’000 to CHF 1’600
Depending on income and assets.
Luzern–US Cross-Border Swiss + US individual returns
  • Luzern resident with US citizenship/green card
  • Income, equity comp, foreign accounts
  • All items from Complex Swiss Only
  • Swiss-side coordination with US return (credits, sourcing)
  • Mapping income/assets for US reporting
 Swiss side: CHF 1’300 – 2’000
US return via Sesch USA LLC (USD 1’800+).
Luzern–Germany Cross-Border Swiss + German individual returns
  • Luzern resident with German tax ties
  • Cross-border income or assets
  • All items from Complex Swiss Only
  • Application of tax treaty CH-DE on Swiss side
  • Coordination with German return (credits, sourcing)
 Swiss side: CHF 1’300 – 2’000
German return invoiced separately (EUR 1’500+).
Luzern Private Client Plus Advanced cross-border / entrepreneur
  • Entrepreneurs, shareholders, complex structures
  • Multi-jurisdiction wealth & income
  • Tailored Swiss (Luzern) income & wealth tax planning
  • Coordination with US/German teams, business structures
  • Extended audit and advisory support
 Swiss side: from CHF 2’200
Custom quote based on complexity.

Following our initial review, we’ll confirm which package matches your profile and provide a fixed-fee quote.

How the Luzern income tax process works

1. Discovery call

20-minute call to clarify Luzern residence, income, assets and any cross-border links.

2. Engagement & onboarding

You receive a joint engagement letter covering Swiss (Sesch TaxRep GmbH) and where required US/German mandates.

3. Unified intake & secure portal

A single questionnaire and secure upload for all jurisdictions (salary, equity, accounts, real estate).

4. Draft returns & alignment

Luzern team prepares Swiss returns, US/German teams prepare foreign filings. We align everything internally.

5. Review, filing & follow-up

You receive summary, approve, returns filed, and we monitor assessments/queries.

6. Invoicing

Separate invoices from each legal entity. Currency choice (CHF, USD, EUR) on request.

Who we typically work with in Luzern

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

Pure Luzern salary-only cases without cross-border or wealth tax elements are outside our core focus.

Talk to a Luzern income tax specialist

If you live in canton Luzern and your tax or wealth situation involves cross-border aspects or meaningful asset exposure, book a complimentary 20-minute discovery call to review your case.

Book your free consult