Learn to file your tax return
Every taxpayer experiences tax season differently: some complete their return with ease, while others postpone it until they finally hand it over to a fiduciary. At FBKConseils, we offer one-to-one training sessions to guide you through your tax return with professional support. Gain understanding, autonomy, and peace of mind for the years ahead.
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Why choose FBKConseils?
At FBKConseils, we are a fiduciary firm composed of qualified and experienced professionals in various fields: taxation, accounting, economics, and financial advisory.
Tax return training: How does it work?
It all starts with a free introductory meeting, where we answer your initial questions and clarify doubts. If, after this first exchange, you wish to go further, we will propose a schedule allowing you to book a consulting session of the duration of your choice.
Training in person or by videoconference
With us, you have two options. Some find videoconferencing more than sufficient for preparing their tax return. Others prefer the more personal and interactive approach of an in-person session. In any case, you choose the format best suited to your needs.
Not necessarily a time-saver, but a true skill gained
Entrusting your tax return to a firm frees you from the burden and ensures it is done correctly. But we see things differently. By investing time in training, you ensure your return is compliant and optimized for the current year, while also gaining practical know-how and a reference example to help you be more autonomous in the future.
Our sessions go beyond simply filling in the return. They also give you the opportunity to ask broader tax questions and, if time allows, run simulations tailored to your situation.
A service available in only three French-speaking cantons
Tax returns can quickly become complex. Despite similarities between cantons, we have chosen to offer this service exclusively in Vaud, Valais, and Geneva. This ensures we provide high-quality support perfectly adapted to local specificities and practices.
Our offers to help you learn how to file your tax return
What would you like?
Avenue du Théâtre, 7 – 1005 Lausanne
195.-
/hour
Includes:
- Introductory meeting
- Consulting session
195.-
/hour
Includes:
- Introductory meeting
- Consulting session
Tax filing is a recurring task, year after year, and the amounts involved often represent a significant part of a household budget. Understanding how it works is essential for sound financial management. Mastering your taxes also means being able to anticipate them. And the bonus: as long as your situation remains similar, you’ll be able to complete it yourself without depending on anyone.
Based on our experience, out of 100 clients who believe they file correctly, 30% are completely wrong, 50% do it somewhat correctly, and only 20% achieve a flawless return. In other words, training with us (or any professional) gives you an 80% chance of improving certain aspects and avoiding costly mistakes.
We often repeat this: a tax return can be done well or poorly, but it cannot be optimized. Tax optimizations must be put in place before December 31st. After that, the fiduciary’s role is to present the situation as best as possible. However, once you know how to properly complete your return, you can use that knowledge to discuss optimizations for future years.
To be honest, if you only have a salary certificate and health insurance, the margins for interpretation are limited, and this training may not be essential. The more complex your situation, the more useful the training will be. That said, it’s not only about filing a simple return, it can also be the opportunity to explore a specific tax topic, run simulations, or anticipate major changes in your situation.
Yes. For us, training only makes sense if it allows you to better understand your taxation. Filing the return is one thing, but asking questions and simulating upcoming changes is another. We encourage our clients to use this time to explore future scenarios and anticipate their tax impact.
Absolutely. The more complex the situation, the more valuable the training. Of course, in one or two hours we cannot cover complete business accounting. But we also organize half-day accounting and tax training for entrepreneurs who want to stay hands-on while being well guided. In short, this training is open to everyone, but the required time depends on the complexity of your case.
A Swiss tax advisor can answer general questions (e.g. “Is the 3rd pillar deductible?” “What are the main authorized deductions?” “How is foreign property taxed?”). But each canton has a margin to adapt the law, creating significant differences. That’s why we offer this training service only in Vaud, Geneva, and Valais.
That’s exactly the goal. As long as your situation remains relatively stable from year to year, you can rely on your previous return and simply update the figures. However, if you change status (e.g. from employee to freelancer) or move cantons, it may be helpful to take another session to address the new aspects of your tax situation.
