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Tax Advisory Services

Our U.S. tax advisory services are designed to provide strategic guidance for individuals, businesses, trusts, and cross-border structures. We help clients plan with foresight while ensuring full compliance with U.S. tax law.

Our advisory services include:

  • Tax structuring for international investments

  • Pre-immigration and expatriation planning

  • Trust and estate tax optimization

  • Entity selection and restructuring

  • Cross-border income and withholding planning

  • Transaction support and due diligence

We deliver more than technical advice—we offer practical insight and forward-looking strategies that support informed decision-making, minimize tax exposure, and help clients manage complexity with confidence.

still-life-office-chair-indoors.jpg

Tax Advisory Services

Our U.S. tax advisory services are designed to provide strategic guidance for individuals, businesses, trusts, and cross-border structures. We help clients plan with foresight while ensuring full compliance with U.S. tax law.

Our advisory services include:

  • Tax structuring for international investments

  • Pre-immigration and expatriation planning

  • Trust and estate tax optimization

  • Entity selection and restructuring

  • Cross-border income and withholding planning

  • Transaction support and due diligence

We deliver more than technical advice—we offer practical insight and forward-looking strategies that support informed decision-making, minimize tax exposure, and help clients manage complexity with confidence.

still-life-office-chair-indoors.jpg

Tax Compliance Services

At our firm, we help individuals, businesses, and trusts stay on top of their tax obligations. We keep it simple, clear, and personal — because that's how we like to be treated too.

For Individuals

  • We prepare and file your federal, state, and local tax returns.

  • We help you plan ahead to avoid surprises at tax time and handle any foreign accounts or special reporting needs you may have.

For Trusts and Estates

  • We help trust companies meet U.S. foreign trust reporting obligations by preparing DNI calculations, Forms 3520, 3520-A, 5471, and related filings, ensuring full compliance with IRS requirements.

  • We help with estate and gift tax filings.

For Businesses

  • We prepare and file tax returns for corporations, partnerships, LLCs, and S Corps.

  • We manage flow-through tax filings and help partners and shareholders understand their K-1s.

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CONTACT

Direct +41449190782

ADDRESS

Gössikon 23

CH-8126 Zumikon

SOCIAL

CONTACT

Direct +41449190782

ADDRESS

Gössikon 23

CH-8126 Zumikon

SOCIAL

CONTACT

Direct +41449190782

info@fideli.ch

Office Address

Fideli GmbH
Haus der Immobilien
Zollikerstrasse 65
8702 Zollikon

Registered Address

Gössikon 23

SOCIAL

CONTACT

Direct +41449190782

info@fideli.ch

Office Address

Fideli GmbH
Haus der Immobilien
Zollikerstrasse 65
8702 Zollikon

Registered Address

Gössikon 23

CH-8126 Zumikon

SOCIAL

CONTACT

Direct +41449190782

info@fideli.ch

Office Address

Fideli GmbH
Haus der Immobilien
Zollikerstrasse 65
8702 Zollikon

Registered Address

Gössikon 23

CH-8126 Zumikon

SOCIAL

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