Frequently Asked Questions
Answers to common inquiries about our consulting process
We offer a full range of tax optimization consulting services, including entity structuring analysis, compliance assurance, and advisory on cross-border considerations to streamline fiscal obligations.
Complete the contact form or call our Zurich office to schedule an initial review. We will assess your current position and propose a tailored plan.
Following the initial assessment, we outline a step-by-step plan. Most engagements progress over four to six weeks, depending on complexity.
We perform a detailed review of your operational framework, expense categories and compliance requirements to deliver tailored recommendations that align with current Swiss tax regulations.
Our service suite covers comprehensive compliance reviews, custom planning sessions, ongoing regulatory updates and direct expert consultations. Each engagement is designed to address reporting processes, deductible categories and local filing obligations.
The initial assessment typically requires three to five business days, depending on the complexity of your documentation and organizational structure.
Our specialists continuously monitor updates at both federal and cantonal levels. We subscribe to official bulletins and maintain direct communication channels with regulatory bodies to ensure advice reflects the latest requirements.
Yes. We coordinate cross-border documentation checks and verify treaty provisions, helping you navigate dual reporting obligations while respecting Swiss disclosure standards.
We request copies of organizational charts, expense records, prior-year filings, payroll summaries and any current reporting templates you use. This data enables us to analyze existing procedures and identify efficiency opportunities.
Yes. We offer quarterly check-ins, access to our secure digital portal for updates, and on-demand consultations to address any emerging questions or regulatory changes.
Pricing is based on the scope of work and the complexity of your reporting requirements. After the initial assessment, we present a transparent proposal outlining project phases and associated fees.
Absolutely. We implement strict data protection protocols and encrypted storage to safeguard all documents and correspondence.
Our office is at Bahnhofstrasse 15, 8001 Zurich, Switzerland.
You can request a consultation online via optiledgergr.com or contact us directly at +41768026771.
Our consultants hold advanced degrees in Swiss fiscal law and accounting, and many are members of professional tax associations recognized in Switzerland.