SWISS TAX SERVICES · LONAY

Tax matters,
with confidence.

Since 2015, S&B Partners has guided clients through Swiss tax matters with precision, clarity and discretion.

S&B Partners Sàrl logo
Established 2015

Services tailored to your needs

Two separate companies, clearly identified responsibilities.

S&B Partners Sàrl

Tax returns

Preparation and follow-up of tax returns in Vaud, Geneva, Fribourg, Valais and Neuchâtel.

INP Finanz GmbH

Mortgage financing

Property financing, home purchase and mortgage renewals.

INP Finanz GmbH

Insurance and health coverage

Policy reviews and requests to compare premiums and coverage.

INP Finanz GmbH

Third-pillar pensions

Explore pillar 3a and 3b pension solutions tailored to your needs.

S&B Partners / INP Finanz GmbH

Your future client portal

The secure portal will let you upload documents and access archived returns and invoices. Coming soon.

Mortgage, insurance, health-insurance and retirement services are provided by INP Finanz GmbH. Transferring documents between companies will require appropriate authorisation.

OUR APPROACH

Professional guidance, made straightforward.

Personal attention, a clear process and transparent information about every service.

01

Personal attention

Every situation is different. We take time to understand your needs before preparing your tax file.

02

Organised documents

A guided journey will make it easier to gather the documents and information needed for your tax return.

03

Clear responsibilities

Tax services are provided by S&B Partners Sàrl. Financial services are provided by INP Finanz GmbH.

COMING SOON

Your documents, all in one place.

One account will give you access to your S&B Partners tax file and your INP Finanz requests, with separate secure document areas.

The client portal is not yet available. Do not upload confidential documents to this demonstration website.

How it works

01

Request a quote

Answer a few questions about your tax circumstances.

02

Receive a proposal

S&B Partners assesses your file and prepares a tailored offer.

03

Prepare your file

Once accepted, you will be able to upload documents securely.

Request a tax quote

Tell us about your circumstances to prepare an offer. Pricing will be added later.

Local preview: the form prepares a summary. Sending requests will be enabled only after a secure receiving address has been configured.

Do not upload tax records or medical information through this form.

FREQUENTLY ASKED QUESTIONS

Clear answers.

Which cantons do you serve?

We prepare tax returns for Vaud, Geneva, Fribourg, Valais and Neuchâtel.

How can I request a quote?

Complete the tax questionnaire. This first version creates a summary of your situation; quote submissions will become available later.

Who provides mortgage and insurance services?

These services are provided by INP Finanz GmbH, a separate company from S&B Partners Sàrl.

Can I upload my tax documents already?

Not yet. The secure client portal is under development. Do not submit confidential documents through this demonstration.

Contact us

For questions about Swiss tax returns, contact S&B Partners Sàrl.

S&B Partners Sàrl
Route de Denges 38
1027 Lonay · Suisse / Switzerland
078 798 55 73

impots@sb-partners.ch