Obwalden Income Tax Service

Obwalden Income Tax Service

Obwalden Income Tax Service – Cross-Border & HNWI

We support clients resident in canton Obwalden with Swiss income and wealth tax returns, often in situations involving significant assets and cross-border obligations to the US or Germany. This page outlines our service scope and canton-specific packages for Obwalden.

Service scope for Obwalden income tax

For clients residing in canton Obwalden, we handle income and wealth tax at cantonal and communal level, with particular focus on profiles where cross-border issues and asset planning matter. Typical elements of an Obwalden mandate include:

  • Obwalden income tax return (canton & municipality)
  • Annual wealth tax calculation and reporting under Obwalden rules
  • Equity compensation (RSUs, stock options, bonus shares) with international sourcing
  • Investment income, structured products, foreign bank and brokerage accounts
  • Self-employment or partnership income and business holdings
  • Coordination with US and/or German returns, including foreign tax credits and treaties

For a technical overview of Swiss income tax and cross-border issues, refer to our Swiss Income Tax Guide. Wealth tax benchmarks and cantonal details for Obwalden are covered in the Obwalden Wealth Tax Hub .

Obwalden income tax packages & pricing (Swiss side)

The packages below describe our Swiss-side work for canton Obwalden via Sesch TaxRep GmbH. Where US or German returns are required, they are handled by Sesch USA LLC and/or Sesch Group GmbH Wirtschaftsprüfungsgesellschaft under separate engagements and invoices. Fees are in CHF and exclude VAT.

Package Typical profile Scope (Swiss side) Fee (CHF)
Obwalden Complex Swiss Only Income & wealth tax (no foreign filings)
  • Resident in canton Obwalden
  • Salary/bonus, investment income and/or property
  • Wealth tax exposure in Obwalden
  • No parallel US or German tax return
  • Obwalden income tax return (canton & municipality)
  • Wealth tax calculation and annual return
  • Reporting of pensions, deductions, investment income
  • Assessment review and response to straightforward tax office queries
 From CHF 900 to CHF 1’500
Depending on income level, number of accounts and asset complexity.
Obwalden–US Cross-Border Swiss + US individual returns
  • Obwalden resident with US citizenship/green card
  • Salary/bonus, equity compensation, international portfolios
  • Swiss and foreign bank/brokerage accounts
  • All items from the Obwalden Complex Swiss Only package
  • Swiss-side coordination with US returns (foreign tax credits, treaty application)
  • Income and asset mapping for US reporting in cooperation with Sesch USA LLC
 Swiss side: CHF 1’200 – 1’900
US return prepared and invoiced separately by Sesch USA LLC (typically from USD 1’800).
Obwalden–Germany Cross-Border Swiss + German individual returns
  • Obwalden resident with German tax ties (past residence, income or assets)
  • Employment, pension or investment income across Switzerland and Germany
  • All items from the Obwalden Complex Swiss Only package
  • Application of the Germany–Switzerland tax treaty on the Swiss side
  • Coordination with the German return on sourcing and relief for double taxation
 Swiss side: CHF 1’200 – 1’900
German return invoiced separately (typically from EUR 1’500).
Obwalden Private Client Plus Advanced cross-border / entrepreneur
  • Entrepreneurs, partners or significant shareholders
  • Multi-jurisdiction income (dividends, carry, partnership income)
  • Often combined US and/or German tax obligations
  • Tailored Obwalden income and wealth tax planning and returns
  • Coordination with corporate, holding or partnership structures
  • Integrated cross-border planning with US/German advisors
  • Extended support for tax audits and complex authority queries
 Swiss side: from CHF 2’000
Custom quote depending on structure, entities and jurisdictions involved.

After an initial consultation and brief review of your documents, we will confirm the most appropriate Obwalden package and provide a written fixed-fee quote before any work begins.

How the Obwalden income tax process works

1. Discovery call

A 20-minute call to clarify your residence in canton Obwalden, your income sources, asset structure and any US or German tax connections. We confirm that your case fits our cross-border and HNWI focus.

2. Engagement & onboarding

You receive a joint engagement pack that clearly separates:

  • The Obwalden income and wealth tax mandate with Sesch TaxRep GmbH
  • Where applicable, the US mandate with Sesch USA LLC and/or the German mandate with Sesch Group GmbH Wirtschaftsprüfungsgesellschaft
  • Data protection, information sharing and billing principles

3. Unified intake & secure upload

We use one intake questionnaire and a single secure document portal. Salary statements, bank and portfolio reports, pension and equity compensation documentation and property details are collected once and then allocated internally to the Swiss, US and German teams.

4. Draft returns & cross-border alignment

The Obwalden team prepares draft income and wealth tax returns, while the US and/or German teams prepare their respective filings. We coordinate sourcing, foreign tax credits and treaty positions so that all returns are consistent.

5. Review, sign-off & filing

We walk you through the key Obwalden figures (taxable income, net wealth, effective rates) and explain how they interact with US or German results. After your approval, we file the Obwalden returns electronically or by post and monitor assessments and deadlines.

6. Invoicing

Separate invoices are issued by each legal entity (Swiss, US, German). On request, we can align billing in CHF, USD or EUR and provide an overview of the total engagement cost.

Who we typically work with in Obwalden

  • Executives with international roles and equity compensation
  • US citizens/green card holders or German taxpayers living in canton Obwalden
  • Entrepreneurs, partners and significant shareholders with cross-border structures
  • Families with substantial portfolios, holdings or property and wealth tax exposure

Purely domestic Obwalden salary-only cases without cross-border or wealth tax complexity are generally outside our core focus and better served by mass-market providers.

Talk to an Obwalden income tax specialist

If you are resident in canton Obwalden and your situation involves cross-border elements or significant assets, we are happy to discuss the appropriate package and next steps in a complimentary 20-minute discovery call.

Book your free consult