What You Get
For individuals with significant savings and investments
Who This Is For
Savers and investors
Problem Solved
Report Box 3 assets correctly and optimize taxes
How Is This Delivered?
Online with phone consult
Key Deliverables
What's NOT Included
Setting proper expectations and transparency
How + Wealth Works
Your step-by-step journey to stress-free tax compliance
Review assets
Share savings and investment statements
Your Responsibilities
- Provide statements
What We Do
- Review and calculate Box 3
Consult & file
15-minute consult then file
Your Responsibilities
- Join consultation
What We Do
- Advise and submit return
Is This Service Right for You?
Perfect For
Investors
Savings and investments above €37,000
Common Situations We Handle
Managing investment portfolio
Higher Box 3 assets
What's Included
Everything you need for complete + wealth support
Box 3 reporting
Savings and investments reporting
Pricing & Plans
No hidden fees. No surprises. Just honest, transparent pricing.
What's Included:
- Income tax filing
- Investment reporting
- Consultation
Need a custom solution or have questions about pricing?
Box 3 Cheat Sheet
Download our comprehensive guide packed with actionable insights:
- Understand Dutch wealth tax bands
What Makes Us Different
We're not just another tax advisor. Here's what sets us apart.
Investment aware
Portfolio review and guidance
Real Example:
Includes Box 3 strategy review
Ready to Get Started?
Join 500+ satisfied clients who trust us with their + wealth. Book your free consultation today.
Free 30-minute consultation to discuss your situation
No obligation. No upfront payment required.