How to choose the best fiduciary in Switzerland?

As you might expect, I could already wrap up this article by telling you that FBKConseils will inevitably be the best choice. No need to compare ten firms, request several quotes, or keep reading: case closed.

Okay, more seriously, even though I was only half joking, today I’d like to explain how I would go about choosing a fiduciary myself.

I think I apply more or less the same method when I need to choose a doctor, a lawyer, an architect, or any professional I’m going to trust with something important. It’s also, as much as possible, the method we try to apply at FBKConseils when we ask ourselves what we could still improve.

The technique is nothing revolutionary. It’s similar to the lists we used to make when we were younger: you write down the important criteria, then add “+” and “–” next to each option.

• Does this person seem competent?
• Do they answer clearly?
• Do I feel comfortable with them?
• Does the price asked seem consistent with the service offered?

Once the criteria are laid out in black and white, the choice often becomes much simpler.

For a fiduciary, the principle is exactly the same. Before comparing firms, you need to start by figuring out what really matters to you. Not everyone is looking for the same thing, and that’s probably why there isn’t a single “best fiduciary” in Switzerland.

In this article, I suggest we focus on the following criteria:

• Closeness and quality of the relationship;
• Technical expertise and practical experience;
• The company’s reputation;
• An educational approach to service;
• Transparency;
• Independence;
• The tools made available;
• Price.

I deliberately put price at the end.

Not because it’s secondary. For most clients, it obviously matters a lot. But a price on its own doesn’t mean much.

CHF 150 an hour can seem excessive for a service that’s slow, poorly organized, and not very useful. Conversely, CHF 250 an hour can be an excellent investment if the work is fast, reliable, and saves you from a mistake that would have cost several thousand francs.

So it’s only after looking at the quality, the skills, and the actual content of the service that we can seriously talk about value for money.

One last note before we start: the amount of time you should spend on this choice naturally depends on what you want to entrust to your fiduciary.

If you’re simply looking for someone to check a tax return that represents an hour of work, you’re probably not going to organize three interviews and ask for the diplomas of the entire team.

On the other hand, if you want to hand over the accounting, taxes, payroll, and part of the administration of a thirty-employee company, the choice probably deserves a bit more attention.

We actually see both extremes. Some clients choose us after a fifteen-minute conversation. Others show up with a list of questions so thorough that the first meeting almost feels like a job interview.

Both approaches can be perfectly legitimate.

So the goal of this article isn’t to give you a magic formula, but to help you identify the criteria that genuinely matter in your situation, the questions to ask, and the signals that might reasonably make you wary.

Let’s now look at how to recognize the fiduciary best suited to your needs, not simply the one that shows up first on Google or sends you the cheapest quote.

Technical expertise and practical experience

I decided to kick things off with what seems to be the most important criterion in almost every field: know-how.

To me, this know-how can be broken down into two distinct parts. On one side, technical knowledge, acquired through recognized training and certifications. On the other, practical experience, built up over the course of cases handled, mistakes avoided, exchanges with the authorities, and specific situations encountered along the way.

A good fiduciary should normally bring both to the table.

Technical skills and qualifications

It’s not always well known, but in Switzerland, many of the services offered by fiduciaries and consulting firms aren’t reserved for professionals holding a specific diploma.

Certain professions and activities are regulated (and in some cases having a fiduciary can also be a legal obligation). This is notably the case for doctors, lawyers, or licensed auditors when they carry out controls required by law.

On the other hand, a large share of the ordinary services offered by a consulting firm like ours doesn’t benefit from the same framework.

Tomorrow, if you wake up with the deep conviction that your life no longer has any meaning without taxation, you could theoretically start offering tax return preparation services. This could apply to individuals, but also to companies, regardless of their size.

Pretty wild, isn’t it?

So there’s no general barrier preventing someone without recognized fiduciary training from offering a large part of the services we carry out every day.

This means a fiduciary can bring together highly qualified professionals and offer exceptional technical expertise. But you could just as easily hand over certain tasks to a neighbor who likes numbers and does a few tax returns in the evening to make some extra money.

Both options can sometimes be useful.

If your situation is extremely simple and that neighbor offers to help, it’s entirely possible the result will be better than if you’d handled everything yourself with no knowledge of the subject.

The risk appears when the situation becomes more complex: self employment, a company, VAT, foreign income, securities, real estate, pension planning, inheritance, restructuring, or a tax audit. Someone can perfectly master simple situations without having the necessary foundation to spot a more technical problem.

Our recommendation is therefore fairly simple: match the level of qualification you look for to the complexity of your situation.

Don’t hesitate to ask the person you’re speaking with what training they’ve completed, what diplomas they hold, and above all whether these actually match the service you want to entrust to them.

A diploma doesn’t guarantee everything, far from it. It does however confirm that a technical foundation has normally been acquired and assessed.

Also be careful with the proliferation of titles and certifications.

In Switzerland, there’s a large number of diplomas, professional certificates, qualifications, and continuing education programs. They don’t all correspond to the same level of requirement or the same area of expertise.

Some advisors, particularly in insurance brokerage, may for example present their activity as also including tax advice. That doesn’t necessarily mean they have in depth expertise in taxation.

Having taken various training courses myself in several fields, I can assure you it’s generally better not to mix up professions. Your broker can be excellent in their field, just as your tax specialist is in theirs. There’s no need for a single person to claim to master everything.

Everyone has their own trade.

Practical experience

Diplomas provide a foundation. Experience teaches you to recognize the situations in which that foundation needs to be adapted, deepened, or questioned.

Today, FBKConseils supports several hundred clients. Yet every year, our team still discovers new situations and sees just how different two seemingly similar cases can actually turn out to be.

A Swiss, French, or American person won’t necessarily hold the same financial products. Their pension system won’t be the same, their reporting obligations may vary, and their needs won’t be identical.

Two companies active in the same sector can also have completely different organizations, client bases, financial flows, and projects.

This is partly why each member of our team now follows a specific type of client and specific areas. Knowing everything perfectly simply isn’t realistic.

So we aim to specialize gradually in order to cover as many situations as possible, while still knowing how to recognize the cases that call for another specialist to step in.

Diplomas are useful, even when they just hang on the office wall. But a large part of know how also comes from:

• the number and variety of cases handled;
• the returns and requests submitted to the authorities;
• the answers and decisions obtained;
• the audits gone through;
• the mistakes corrected;
• the meetings and conversations with clients;
• the situations where theory alone wasn’t enough to give an obvious answer.

It’s the buildup of these experiences that gradually improves the quality of the service and helps spot unusual elements more quickly.

Our recommendation, then, is to ask a few specific questions about your own situation before choosing a firm.

Present your activity, your financial products, your organization, or the particularities of your case. Then watch whether the person you’re talking to seems to grasp the subject quickly, asks relevant questions, and knows the main risks involved.

That doesn’t mean they need to immediately know the answer to everything.

A serious professional should also be able to say they want to check something before giving an opinion. A cautious answer that’s been properly looked into is often worth more than an immediate answer given with a lot of confidence.

So start by asking questions you already more or less know the answer to. This will let you gauge how well the person understands things and how precise they are.

Only after this first test should you reasonably entrust them with the questions you don’t yet know the answer to.

In summary, diplomas or experience?

A good expert isn’t good simply because they once managed to answer a series of questions correctly in front of other experts.

Nor are they good simply because they claim to have prepared 200 tax returns. After all, they could theoretically all be wrong.

In our view, solid expertise rests on a mix of:

• recognized training and certifications;
• qualifications directly relevant to the client’s needs;
• a sufficient amount of practical experience;
• the ability to clearly explain what’s at stake;
• and above all, the humility needed to recognize when a situation should be checked or handed over to another specialist.

The best fiduciary won’t necessarily be the one showing off the most diplomas on their website, nor the one claiming to have handled the largest number of cases.

It will be the one that brings together the skills genuinely useful to your situation and knows how to apply them correctly in practice.

Where does FBKConseils stand in terms of expertise?

Our fiduciary has been around for several years, founded back in 2019. Since then, our team has grown and become more professional. The vast majority of our team trained at HEC Lausanne, while the others hold specialized accounting qualifications. Some then chose to further their path with fiduciary expertise, an IAF financial advisor certification, or recognition in the field of insurance and pension planning (AFA).

Within our firm, we’re convinced that quality advice comes from a subtle balance between solid, regularly updated theoretical knowledge, recognized qualifications, and genuine experience gained working with our clients.

The consulting firm’s reputation

Once you’ve checked the firm’s skills and experience (the know how), another criterion becomes important: its reputation (the people skills).

An excellent expert isn’t necessarily someone friendly, available, or pleasant. They can be technically brilliant and, let’s be honest, completely insufferable.

You’ve probably already come across this type of professional.

A doctor who seems extremely competent but doesn’t take the time to listen to you, barely answers your questions, and makes you feel like you’re bothering them. This happened to me a few months ago, and I eventually decided to postpone a surgery, mainly because I simply didn’t feel confident enough with the person who was going to perform it.

In the fiduciary field, it’s exactly the same.

There are real geniuses in taxation, accounting, or corporate law with whom it’s nonetheless very hard to have a normal conversation. They can be technically excellent while giving you no desire to hand them your case.

A firm’s reputation therefore doesn’t depend solely on the quality of its expertise. It also depends on how it treats its clients, its availability, its ability to communicate, its behavior when things get more complicated, and above all, its ability to understand the client’s needs and goals.

How to check a fiduciary’s reputation?

I’ll admit it, seriously assessing a company’s reputation isn’t always easy.

In Switzerland, a large share of the articles published in certain media outlets or professional magazines are actually sponsored content. Online reviews can sometimes be bought, requested in a very pushy way, or handpicked to show only positive experiences. As for ads, their purpose obviously isn’t to show you the company’s flaws.

Before you start doubting everything you see online, I’ll still point out that the over 100 reviews published about FBKConseils and our five star rating are very real. Promise.

And if you still have doubts, try us. With a bit of luck, you’ll be the next one leaving a positive review.

Joking aside.

The best way to check a fiduciary’s reputation is probably still to get feedback from someone who has already used its services.

A recommendation from a friend, a colleague, a business partner, or another entrepreneur can give you much more concrete information than an ad:

• does the firm respond quickly?
• do the invoices match what was announced?
• are the explanations easy to understand?
• is the advisor present when a problem comes up?
• are deadlines met?
• does the client have to constantly follow up?
• are any mistakes acknowledged and corrected?

Not every recommendation should be followed blindly. A fiduciary perfectly suited to a self employed person won’t necessarily be right for a thirty employee company. But recommendations are generally a good starting point.

Are online reviews actually useful?

Google reviews or reviews published on other platforms can be useful, as long as you don’t stop at the overall rating.

A company can show five stars with only three reviews. Another can have a slightly lower rating after several hundred reviews. The second one isn’t necessarily worse.

Instead, take the time to look at:

• the total number of reviews;
• how old they are;
• how detailed they are;
• the variety of situations described;
• how the company responds to criticism;
• how steadily reviews come in over time.

A credible review generally describes a specific experience. It explains what was appreciated, which service was involved, or how a difficulty was handled.

On the other hand, fifty reviews posted within a few days, made up only of phrases like “perfect service” or “best fiduciary,” can reasonably raise a few questions.

Negative reviews are also worth looking at.

No company working with a large number of clients can guarantee that every experience will be perfect. What matters most is how it reacts: does it respond calmly? Does it try to understand? Does it offer a solution? Or does it immediately go after the client in public?

The response to a bad review sometimes says more about a company than ten positive ones.

The first meeting is still the best test

When you don’t have any personal recommendation to go on, the simplest solution is often to set up a first meeting free of charge.

At FBKConseils, as with many other firms, this first conversation is offered free of charge.

It obviously allows the firm to understand your situation and figure out whether it can support you. But it should also allow you to assess your future advisor.

After a few minutes, you should already be able to answer several questions:

• does this person really listen to me?
• do they understand my situation?
• do they ask relevant questions?
• are their explanations clear?
• do they seem transparent about what they know and what they still need to check?
• could I easily reach them if a problem came up?
• do I simply feel like working with them?

That last point may seem secondary, but it isn’t.

A relationship with a fiduciary can last several years. You’ll sometimes share sensitive information with them, tell them about financial difficulties, disputes between partners, mistakes, or important decisions.

Trust and the quality of the relationship therefore matter almost as much as technical skill.

Our recommendation

Don’t choose a fiduciary just because it shows an excellent rating, appears in a press article, or was recommended to you by someone you know.

Use these elements to draw up a first shortlist, then take the time to meet the person who will actually handle your case.

A good reputation should be confirmed by your own experience.

The best firm on paper won’t necessarily be the best for you if you don’t feel listened to, understood, or sufficiently at ease.

Conversely, a very pleasant advisor shouldn’t make you forget the first criterion in this article: skills and experience remain essential.

So the right fiduciary is probably the one that manages to bring both together: solid expertise and a relationship in which you feel comfortable enough to ask all your questions, including the ones you think are a bit silly.

Total independence in your relationship with your fiduciary

This is still something too few people understand in Switzerland, despite our attempts to explain it on this blog and on our YouTube channel.

There are still too many consulting firms using a technique close to Ulysses and his Trojan horse.

For example, they sell a tax return for CHF 80, a rate too low to be genuinely plausible. Most of the time, the return is done fairly poorly, but what they’re really after isn’t the CHF 80. They could almost have offered the service for free.

What they’re actually after is selling financial products, most often third pillar solutions tied to insurance (pillar 3a with insurance).

Either these firms sell these products directly, or they pass on your contact details to an insurer or a “financial advisor.”

By preparing your tax return, they can easily spot potential tax optimizations and then sell you the miracle product that’s supposed to reduce your tax burden.

Keep in mind that once you’ve signed this kind of contract, it can bring in between CHF 2’000 and CHF 10’000 in commission per contract signed.

Also keep in mind that in Switzerland, if a company wants to run properly, pay its staff, cover its software, premises, insurance, and other costs, an hourly rate below around CHF 150 becomes very hard to sustain.

So my advice is simple: if the price seems unusually low, or sometimes even nonexistent, it’s probably because you are the product, in one way or another.

While pillar 3a is often at the heart of this pattern, it’s not the only area where a lack of transparency can create real financial disasters.

Most of these “consulting firms” also offer mortgages, real estate amortization solutions, other types of insurance, or various investment products.

Our recommendation

It will always be better to pay a bit more for a quality service and make sure you’re paying only for expertise and good client relations.

This is generally worth more than saving a few hundred francs on the initial service, only to end up signing contracts you don’t fully understand, that are often unsuitable, and packed with hidden fees or commissions.

If you notice that after the initial tax discussion, your friendly advisor gradually starts changing the subject and shifting toward retirement, pillar 3a, or almost unbelievable tax optimizations, take a moment to ask yourself whether you’re still getting advice or whether the conversation is turning into a disguised sales pitch.

How transparency is put into practice at FBKConseils?

When we started out, we had agreements with banks, insurers, and pension funds. The idea was fairly simple: to be able to advise you and, when relevant, offer you suitable solutions all in one place.

Over time, however, we quickly realized there was a problem: if you don’t clearly know how your fiduciary is paid, or whose interests it’s actually working for, its neutrality can reasonably be called into question. And that simply didn’t match our commitment to putting the client at the center of our advice.

For several years now, FBKConseils has therefore had no contract or agreement of this kind. Our only source of income comes from our fees. We will never recommend a bank, an insurer, or a structure because we have a financial interest in doing so. At most, we help guide you in your own choice.

A clear and transparent pricing philosophy

To me, this point represents an essential quality in any professional relationship.

What could be more unpleasant than receiving an extra invoice once the work is done, without any warning? Or an email informing you that part of the mandate wasn’t actually included in the service after all?

I can assure you, when this happens to me, it drives me crazy.

Unfortunately, this kind of transparency is still fairly rare. Again, this isn’t limited to fiduciaries, but applies to many professionals working in services.

At FBKConseils, we’re almost obsessed with transparency.

Whenever possible, our prices are displayed directly on our website through calculators (for tax returns or business management, for example). If a service’s price can’t be determined through a calculator, it will always be the subject of a prior quote, subject to the client’s acceptance, and clearly detailing what’s included in the mandate.

In the same way, the contracts we sign with our business clients are detailed, sometimes even overly detailed. They clearly state:

• included services;
• excluded services;
• how the price is calculated;
• each party’s responsibilities;
• applicable deadlines.

A company can be excellent both on a human and a technical level. But if it isn’t able to offer its clients full transparency, we see that as a real downside in a service that could otherwise have been almost perfect.

Transparency also goes hand in hand with independence.

A company should clearly explain its economic interests, its partners, how it’s paid, and any potential stakes tied to the professional relationship.

An educational approach

This might be my rational side talking, and this criterion will probably matter less to some of you than it does to me.

What I enjoy in life is understanding things.

Of course, I don’t feel the need to understand everything. There are plenty of areas where, as long as things work properly, that’s perfectly fine with me.

But certain topics I consider important, especially health and finances, can’t be left unexplained, whether things are going well or not.

In these areas, I make a point of understanding the ins and outs, of being able to ask all my questions, and of getting an answer that isn’t just correct, but also suited to my level of knowledge.

I appreciate having someone in front of me who understands my needs, correctly gauges how well I know the subject, and adjusts their explanations accordingly.

In my view, this quality can make a real difference between two professionals.

That said, I understand this need isn’t as important to everyone.

At FBKConseils, our team will do its best to help you better understand your situation. But if you’d rather simply hand us a task without getting into all the technical details, that works for us too.

It’s partly with this in mind that several of our services are also offered in a training format.

You can:

• hand us your tax return or learn to prepare it yourself;
• hand us your accounting or learn to keep your own books;
• ask us a one off question or take the time to understand the whole logic behind the answer.

• The goal isn’t to force every client to become a tax specialist or an accountant. It’s simply to let each person choose their own level of involvement.

Always remember: knowledge is power.

The tools and framework made available to you

A few years ago, I probably would have told you that all that mattered was simply getting the work done, and done well! In short, substance mattered more than form.

Today, at the end of 2026, things have changed quite a bit. The work obviously still needs to be done, and done well, but technological progress now gives fiduciaries plenty of opportunities to improve their services and offer, to those who want it, a fuller experience:

• transparent quotes and pricing, available online
• in person meetings or video calls
• digitized document management, accessible from anywhere
• personalized document checklists
• platforms or apps that make communicating with your fiduciary easier
• greater availability and shorter turnaround times

None of this is mandatory, of course, nor is it something every client wants. Some remain very attached to the good old methods, and there’s nothing wrong with that.

Still, our era offers so many possibilities that, if these aspects matter to you too, we think it’s important to choose a fiduciary capable of reinventing itself, going digital, and evolving with the times.

Our recommendation: everyone has their own appetite for new technology. Some want their fiduciary’s services to evolve and improve year after year, while for others, the quality of the work and the human relationship remain the only real criteria.

In our view, the most sensible approach is therefore to find a fiduciary that sees the profession the way you do: one able to move at your pace, listen to you, and offer, year after year, genuinely useful improvements rather than technology for technology’s sake.

Is the price consistent with the service offered?

Price is obviously an important criterion when choosing a fiduciary. But on its own, it doesn’t really let you compare two firms.

A cheaper offer can perfectly match your needs if your situation is simple and you’re only looking to get a specific task done. Conversely, a higher rate can be justified if the service includes more availability, advice, checks, tools, or responsibility.

So price is directly tied to almost everything mentioned earlier in this article.

Someone who prepares a few tax returns or does some bookkeeping on the side of their main job probably doesn’t carry the same costs as a company with employees, offices, specialized software, professional insurance, and a larger organization.

That doesn’t mean their work will necessarily be worse. It simply means the two providers aren’t necessarily offering the same framework or the same level of service.

The logic is also different when an advisor charges a very low price for a service but then earns commissions on insurance, pension products, or other financial solutions. Part of their pay then doesn’t appear directly on the invoice sent to you.

Conversely, a fiduciary that invests in ongoing training, qualifications, digital tools, data security, internal organization, and process improvement inevitably has to factor these costs into its rates.

So before comparing prices, you first need to compare what’s actually being offered:

• which services are included?
• how many exchanges are included?
• who will handle your case?
• what checks will be carried out?
• what tools will be made available to you?
• will extra requests be billed?
• will the firm be there if a control or a difficulty comes up?

Our recommendation

Before consulting several firms, try to figure out the level of service you’re looking for and the budget you want to put toward it.

There’s not much point consulting a world renowned neurology specialist just to get a painkiller. In the same way, a simple situation doesn’t necessarily call for the most specialized or the most expensive firm.

Conversely, choosing only the cheapest offer for a complex situation can quickly lead to extra costs, mistakes, or a lack of support.

So the best offer isn’t necessarily the cheapest, nor the most expensive.

It’s the one whose price can be explained, justified, and matched against the services actually provided.

If you’d like to know the going rates in the sector, the different billing models, and the factors that influence the cost of a fiduciary, we’ve dedicated a full article to this question.

Your fiduciary’s professional liability, in practice and financially

This paragraph is directly tied to a fiduciary’s reputation.

In fields as broad as ours, there are many opportunities for mistakes, and their consequences can sometimes be significant.

Unfortunately, even though I consider accountants and tax specialists to be among the best professionals in the world, they’re still human.

For how much longer, I don’t know. But in 2026, machines haven’t fully replaced us just yet, and mistakes remain possible.

Once you accept that a mistake can happen, a good fiduciary should above all be able to respond to it properly.

The fiduciary’s practical responsibility

From a practical standpoint, your fiduciary should be able to quickly take the steps needed to fix the situation, limit the consequences, and keep you informed without delay.

Too many professionals still become hard to reach or disappear when things don’t go as planned.

Yet that’s precisely the moment when their presence matters most.

It’s relatively easy to be available when a case is moving along normally. A provider’s real quality is often measured when a mistake is discovered, when an authority asks a question, or when a deadline becomes urgent.

A good fiduciary should therefore be able to:

• quickly recognize that a problem exists;
• clearly explain to you what happened;
• reach out to the relevant authorities when necessary;
• propose a solution;
• fix the situation as quickly as possible;
• remain available until the problem is resolved.

Making a mistake is human. Refusing to acknowledge it, avoiding the client, or letting the situation deteriorate is much harder to accept.

The fiduciary’s financial responsibility

A professional mistake can sometimes lead to financial damage.

When that damage can be identified and calculated, either in good faith between the parties or following legal proceedings, the fiduciary should also have the means to take on its share of responsibility.

This can notably involve taking out professional liability insurance.

This insurance obviously doesn’t guarantee that every mistake will automatically be reimbursed. It does, however, give the firm financial coverage when damage falling under its responsibility is acknowledged.

This point will probably matter little if you’re entrusting a very simple tax return or an hour of advice.

It can become essential if the fiduciary handles your full accounting, payroll, VAT, taxation, or the obligations of a company employing dozens of people.

Be careful, delegating doesn’t mean giving up your own responsibility

There’s still one essential point to understand.

In Switzerland, an individual or a legal entity remains, in principle, responsible for the information, returns, and documents it submits to the relevant authorities.

Whether it’s you personally, a sole proprietorship, or a corporation like an SA or an Sàrl, you retain a duty to understand, check, and review.

Having signed a mandate with a fiduciary doesn’t automatically release you from your own obligations.

That doesn’t mean the fiduciary can never be held liable for a mistake. Once it accepts a mandate, it must carry it out diligently and in line with what was agreed.

But when it comes to the authorities, you generally can’t just answer:

“That’s not my problem, my fiduciary handled it.”

So you need to stay involved enough to understand what’s being submitted on your behalf, ask questions when something seems unusual, and review important documents before they’re sent.

Our recommendation

Before choosing a fiduciary, don’t just ask what it’s capable of doing when everything goes smoothly.

Also ask what it does when a mistake happens.

Does it have an internal procedure? Is it insured? Does it acknowledge its mistakes? Does it stay available? Does it support you with the authorities? Does it clearly explain each party’s responsibilities?

A fiduciary’s quality isn’t measured only by the number of mistakes it avoids.

It’s also measured by its ability to react quickly, honestly, and effectively when one does occur.

Our professional responsibility toward you

All the points raised in this article matter. But if I had to put one above the others, without much hesitation, it would be professional responsibility.

You entrust us with a task, and we’re still human, for how much longer, you might ask? So the risk of a mistake is always there.

That said, if a mistake comes from us, we’ll own it. We’ll do everything we can to take the case back in hand, fix whatever can still be fixed, and, something that has unfortunately happened to us once in six years, cover ourselves whatever can no longer be administratively repaired.

We won’t disappear when things get complicated. We won’t stop answering your calls, and no matter how serious the problem, you’ll always get a reply to your emails. To us, professional responsibility isn’t just about doing good work, it’s also about being there when something doesn’t go as planned.

What’s more, even though it isn’t a legal requirement, FBKConseils has taken out professional liability insurance covering up to 5 million francs, to cover any damage our activity could potentially cause.

How our fiduciary can support you?

Throughout this article, we’ve tried to give you the main criteria for choosing a fiduciary suited to your needs.

Of course, we also hope this analysis makes you want to learn more about how we work.

At FBKConseils, we try to apply the principles presented in this article every day: technical skills suited to your needs, a close relationship, understandable explanations, transparent pricing, independence in our recommendations, and tools that evolve with our clients’ needs.

A free first meeting

The best way to find out whether a fiduciary is right for you is still to meet the person who could handle your case.

So we offer a free introductory meeting to understand your situation, answer your initial questions, and clearly explain how we could support you.

This conversation doesn’t commit you to anything. It should also let you check whether the way we communicate, our level of expertise, and our organization match what you’re looking for.

Preparing your tax return

Would you like to hand us your tax return or simply get help with a few trickier points?

We can take care of your entire return, review work you’ve already prepared, or support you so you can better understand your tax situation.

Check out our tax return preparation service in Switzerland:

• For the canton of Vaud
• For the canton of Geneva
• For the canton of Valais

Handing over or learning to manage your accounting

Not every client wants to delegate the same tasks.

You can hand us your accounting and tax obligations entirely, ask us to periodically review your work, or choose a training package so you can keep part of the management in house.

Check out our various solutions for managing your company’s accounting and taxation.

Outsourcing payroll and social insurance management

Payroll management quickly becomes complex once a company starts hiring staff.

We can take care of pay slips, social insurance filings, withholding tax, and the various administrative steps related to your employees, through our payroll and social insurance management service.

Registering your company’s domicile in Lausanne

If you don’t have business premises or don’t want to publish your private address, we also offer a company domiciliation solution in Lausanne.

This service gives your company a professional address and a clear setup for receiving and forwarding its mail.

Not sure yet which service fits your situation?

You can browse all our services for the self employed and businesses or book a first conversation directly to tell us about your project.