Schwyz Income Tax Service

Schwyz Income Tax Service

Schwyz Income Tax Service – Cross-Border & HNWI

We support clients resident in canton Schwyz with Swiss income and wealth tax filings, typically in situations with significant assets and cross-border links to the US or Germany. This page sets out our service scope and canton-specific packages for Schwyz.

Service scope for Schwyz income tax

For clients residing in canton Schwyz, we handle income and wealth tax returns at cantonal and communal level, with particular emphasis on high-net-worth profiles and international tax links. Typical elements of a Schwyz mandate include:

  • Schwyz income tax return (canton & municipality)
  • Annual wealth tax calculation and reporting under Schwyz rules
  • Equity compensation (RSUs, stock options, bonus shares) with cross-border sourcing
  • Investment income, structured products and foreign withholding tax
  • Business income, partnership interests or holding structures
  • Coordination with US and/or German returns (foreign tax credit, treaty relief)

For background on Swiss income tax rules and cross-border topics, see our Swiss Income Tax Guide. Wealth tax details for canton Schwyz are covered in the Schwyz Wealth Tax Hub .

Schwyz income tax packages & pricing (Swiss side)

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

Package Typical profile Scope (Swiss side) Fee (CHF)
Schwyz Complex Swiss Only Income & wealth tax (no foreign filings)
  • Resident in canton Schwyz
  • Significant salary/bonus and/or investment income
  • Portfolio and/or real estate, wealth tax exposure
  • No parallel US or German tax return
  • Schwyz income tax return (canton & municipality)
  • Wealth tax calculation and return
  • Reporting of pensions, deductions and investments
  • Assessment review and response to straightforward queries
 From CHF 1’000 to CHF 1’800
Depending on income level, number of accounts and asset complexity.
Schwyz–US Cross-Border Swiss + US individual returns
  • Schwyz resident with US citizenship/green card
  • Salary/bonus, equity compensation, global portfolios
  • Swiss and foreign bank/brokerage accounts
  • All items from the Complex Swiss Only package
  • Swiss-side coordination with the US return (foreign tax credits, treaty application)
  • Income and asset mapping for US reporting in cooperation with Sesch USA LLC
 Swiss side: CHF 1’400 – 2’200
US return prepared and invoiced separately by Sesch USA LLC (typically from USD 1’800).
Schwyz–Germany Cross-Border Swiss + German individual returns
  • Schwyz resident with German tax ties (residence history, income or assets)
  • Employment, pension or investment income between Switzerland and Germany
  • All items from the 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
  • Joint review with Sesch Group GmbH Wirtschaftsprüfungsgesellschaft
 Swiss side: CHF 1’400 – 2’200
German return invoiced separately (typically from EUR 1’500).
Schwyz 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 Schwyz income and wealth tax planning and returns
  • Coordination with corporate, holding or partnership structures
  • Integrated cross-border planning with US/German advisors
  • Extended involvement in tax audits and complex tax authority queries
 Swiss side: from CHF 2’500
Custom quote depending on structure, entities and jurisdictions involved.

After our initial consultation and a brief document review, we will confirm the most suitable Schwyz package and provide a written fixed-fee quote before starting the engagement.

How the Schwyz income tax process works

1. Discovery call

A 20-minute call to clarify your residence in canton Schwyz, income sources, asset profile and any US or German tax connections. We check whether your case fits our cross-border and HNWI focus.

2. Engagement & onboarding

You receive a joint engagement pack covering:

  • The Schwyz income and wealth tax mandate with Sesch TaxRep GmbH
  • Where relevant, the US mandate with Sesch USA LLC and/or the German mandate with Sesch Group GmbH Wirtschaftsprüfungsgesellschaft
  • Data protection, internal coordination and billing arrangements

3. Unified intake & secure upload

We use a single intake questionnaire and a secure document portal. Salary statements, portfolio reports, pension documentation, equity compensation data and real estate information are collected once and allocated internally to the Swiss, US and German teams.

4. Draft returns & cross-border alignment

The Schwyz team prepares draft income and wealth tax returns. In parallel, the US and/or German teams prepare their respective filings. We coordinate sourcing, foreign tax credits and treaty positions so that the Schwyz return is fully consistent with foreign returns.

5. Review, sign-off & filing

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

6. Invoicing

You receive separate invoices from each legal entity (Swiss, US, German). Where helpful, we can align billing in CHF, USD or EUR and provide an overview of the total engagement cost.

Who we typically work with in Schwyz

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

Purely domestic Schwyz 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 a Schwyz income tax specialist

If you are resident in canton Schwyz 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