Deloris AG

We are a Zurich-based tax consultancy.

Are you looking for a consulting firm that does not deal with specialized topics like venture capital lending, Delaware corporations, or shipping container leasing?

At Deloris AG, we believe strongly in our local heritage by providing well-founded answers to your individual queries. With keen passion and an interest in each client’s circumstances, our staff helps in all aspects of life: from prenup agreements to pension funds, and from estate planning to the execution of last wills.

From 2009 to today.

Deloris AG was founded in 2009 by a group of experienced financial planners. The consultancy was born out of a real need in the Zurich area for highly specialized expert tax advice. In the years since its inception, Deloris AG has grown into a reputable tax consultancy in Zurich.

We have been serving upward of 3800 clients, with our core competence being mainly on individuals. In 2022, Deloris AG was sold to Bank Thalwil Genossenschaft, a small regional bank on Lake Zurich. Deloris AG remains independent and will not advise on investment suggestions. But thanks to our banking network, we can offer everything from mortgages to tailored financial advice.

We are all ears.

From Swiss German to French, and even Czech: our talented team of advisors not only brings extensive industry experience to the table. They also cater to our clients in the language they prefer.

Meet the team.

Myriam Isenring, General Manager

Myriam, our Managing Director and Tax Consultant, ensures seamless operations. With over 20 years of professional experience in tax consulting for individuals and corporates, as well as in the banking sector, she ensures competent and comprehensive support for her clients.

She enjoys walking her two basset hounds, cooking, fine dining, beach moments, and coffee. Her favorite Zurich spot is our office rooftop terrace with lake view.

Fabian Imbach, Head of Tax

Fabian specializes in providing comprehensive advice to individuals on all aspects of national and international tax and social security matters.

With more than 10 years of experience in tax consulting, he holds an MBA in International Individual Taxation and is a certified social security specialist with a federal diploma.

Jana Svoboda, Tax Manager

Holding degrees in Mathematics, Tax Consulting, and Business Management, Jana has been in the industry since 2007. She specializes in tax returns and tax consulting and thrives on direct client contact.

As a mother of two young children, she dedicates her free time to planning family outings, reading, cycling, and traveling.

When in Zurich, Jana’s favorite spot is the park by the lake in Enge.

Mathis Stutz, Tax Consultant

Mathis is currently pursuing a master's degree in law and economics with the goal of becoming a lawyer. His interest in tax law was sparked during his time at Deloris, where he developed a deep passion for tackling complex tax-related challenges.

In his free time, he is an avid traveler, always eager to explore new cultures and broaden his horizons.

Marlon Recine, Financial Planner

As an experienced Certified Financial Planner (CFP), Marlon develops financial concepts tailored to his diverse clientele. At Smart eTax, where he is a co-founder, he skillfully combines strategic business management with personalized financial advice.

Outside of work, Marlon enjoys cooking, meeting friends in nature, jogging, or engaging in sports at Fluntern.

Aimée Kuhn, Head of Back Office

Aimée holds a BSc in Business Law and thrives on the many responsibilities she has. In charge of office operations, she handles correspondence with tax offices and clients.

In her free time, Aimée likes reading, listening to podcasts, and exploring interior design. Her perfect day in Zurich involves relaxing in cozy cafés or enjoying the tranquility of the lake.

Carlo Haussmann, Back Office

Carlo is a law student and back-office support member who loves spending time with friends, reading, and watching Formula 1 races. In the winter, he spends his free time on the ski slopes.

Address: Parkring 7, 8002 Zürich, Switzerland

Phone: +41 044 523 66 77