Our Services

A complete range of solutions to secure and optimize your personal and professional wealth.

Taxation Suisse & Transfrontalière

Our experts analyze your situation to offer you the best tax optimization strategies, whether you are a Swiss resident or a cross-border worker.

  • Tax Returns
  • Expert Tax Optimization
  • Quasi-resident Status

Insurances & Protection

We assist you in choosing the most suitable coverage for you, your family, and your property, at the best rates in the Swiss market.

  • Insurance maladie (LAMal / CMU)
  • Insurance vie & Responsabilité Civile
  • Insurances choses (Auto, Ménage)

Pension & Planning 3ème Pilier

Prepare peacefully for retirement while achieving immediate tax savings through our tied and flexible pension solutions (3a/3b).

  • Pension Gap Analysis
  • Investment & Return Strategy
  • Tied Tax Optimization

Financing Immobilier

Realize your real estate projects with the support of our brokers who negotiate for you the best mortgage conditions in the market.

  • Accurate Borrowing Capacity Calculation
  • Negotiation of Privileged Rates
  • Personalized Amortization Strategy

Client Orientation

Exceptional customer service: accessible, responsive, and clear, understandable tax advice.

  • Clear and Simplified Advice
  • Response Under 24h
  • Permanent Client Follow-up

Residents & Cross-border

We help all our clients, whether Swiss residents or cross-border workers, navigate the complex world of double taxation.

  • Double Taxation Treaties
  • Quasi-resident Planning (G-status)
  • Cross Tax Filings

Support Process

Our Approach

Our proactive approach allows you to anticipate changes and make the best decisions for your financial future.

Consulting Financial analysis Wealth planning
1

Advisory Meeting

The process begins with a free initial personalized advisory meeting, designed to precisely identify your financial goals and your pension and tax needs.

2

Decision Support Tools

We share with you our analysis tools and our expertise in pension, tax, and health insurance (LAMal/CMU), to help you make informed decisions.

3

Information Sessions

We organize dedicated information sessions to deepen your understanding of the different pension options, tax systems, and health insurance.

4

Implementation of Solutions

We provide you with clear and precise comparisons. Then, we implement the selected insurance and pension solutions to maximize your benefits.

Quick Contact

Request a Callback from Our Experts

Fill out this form in a few seconds and one of our specialized advisors will contact you to review your situation.

Direct Call

+41 22 920 05 10
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Needs Contact Message

FAQ

Can't find answers to your questions? One of our experts can call you back.

Contact Us
Why should I choose IRA Global Conseil for my tax advisory needs?
We are proud to offer a superior quality tax advisory service. Our team of seasoned experts has extensive experience in the tax field and makes every effort to provide personalized solutions tailored to each client. We are committed to providing you with a professional, reliable, and efficient service to help you optimize your tax situation.
How can I make an appointment with IRA Global Conseil for a tax consultation?
To make an appointment with IRA Global Conseil for a tax consultation, please fill out the contact form on our website or call us directly. We will be happy to help you schedule a consultation with one of our tax experts to discuss your needs and financial goals.
How can I get more information about the tax services offered by IRA Global Conseil?
To get more information about the tax services offered by IRA Global Conseil, please visit our website or contact us directly. We will be happy to answer all your questions and provide you with detailed information about our tax services. We are here to help you achieve your financial goals and optimize your tax situation.
Can you help me with health insurance advice (LAMal / CMU)?
Yes, we can help you with health insurance advice (LAMal / CMU). Our team of health insurance experts is here to help you choose the best health insurance option for you and your family. We will guide you through the process and provide personalized advice to help you make the best decision regarding health insurance.
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