Accountant confident with Interactive Brokers & accumulating ETF

Taxes
1

Do you know accountants in CH which is confident with Interactive Brokers (IB) yearly summary and making a tax return for an employee with a bank account and a broker with two ETF (10 operations in 1 years)? . Preferably in Zurich/canton Zurich but I dont mind mind if he is somewhere else, as long as he knows the rules for the canton.

Also how much should I expect to be charged for such services? Some accountant asked me 120 some 170 and another one stated “less than 900”… so I am quite confused. My situation seems very simple. If you can please share how much you pay for a similar service.

Problem with my accountant (just FYI):
I noticed that he did not declare the dividends of the accumulating ETF
I provided him with the IB’s yearly summary . As the dividend is not visible there, he decided to ignore it stating that I am responsible to provide the information…but I am aware there is a specific website to do that.

Thanks

Note : I know that somebody do it by themselves but I prefer to have a professional …

2

I know it’s not what you asked, but maybe play with the zhprivatetax demo, it’s really really easy to do especially if you have a previous tax filing as example.

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3

Why? What do you expect from a professional?
I can only advise you to do it yourself, especially as you say you have a simple situation tax wise. It takes me maybe 30 min a year to fill out the declaration for me and my wife. What takes more time is gathering all the documents, but this you anyway need to do yourself even if you hire a professional.
An average rate will be around 150, so in 30 years you save yourself around 4’500 CHF by doing it yourself.

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4

10 operations with two ETFs, is not so complicated.

However if you need a professional then you need to pay their fees.

5

Nobody charging a few hundred is going to be checking accumulated dividend for you. The service will be purely to input the numbers you provide and check a few boxes. So it is more of a data entry service than a tax service.

Even those charging 4-5 figures can get it wrong as there’s simply not enough money to be made in this service for non-millionaires. I had to correct tax returns prepared by such big 4 firms.

Nobody will look after your interests better than yourself, but it could be worth getting an expert review of your tax return at least once to get comfortable that you didn’t miss something. However, this will cost you.

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