Trust
Our fiduciary services range from comprehensive tax consulting, taking the entire lead of your financial accounting up to consulting in all fields of finance.


Tax Consulting
- Tax consulting for individuals and legal companies
- National and international tax optimisation strategies as well as tax planning
- Lump-sum taxation / flat-rate taxation
- Real-estate transfer tax
- Withholding tax
- Inheritance tax & accessions tax
- Handling of all kinds of tax declarations
- Representation before tax authorities

Accounting
- Finance and accounting services
- Bookkeeping / accounting for all industries
- Value added tax consulting and VAT billings
- Comprehensive advice on annual accounts
- Financial planning / controlling
- Liquidity planning
- Preparation of consolidated numbers
- Valuations

Management Consulting
- Succession planning
- Pension / retirement planning
- Inheritances
- Restructurings
- Company incorporations
- Project-management
- Business-plans
- Company valuations
- Expert opinions

Human resources and pay-roll
- Regular payroll
- Yearly reporting of social security and wage statements
- Questions relating to cross-border employment relationships
- Tax at source
- Advice on social security issues
- Personnel recruitment (from advertisement to employment)
- Support in labour law issues
- Coaching managers in difficult employee situations
Reviews and Audits
An audit creates reliability and trust. Our services range from a limited audit to the establishment and auditing of internal control systems (ICS).


- Limited audits
- Audits for public administration
- Formation audits
- Due diligence
- Set up and audit of an internal control system
Management
In addition to fiduciary services and audits, we also support you in other areas of finance and accounting.


- Takeover of administrative board functions
- Takeover of temporary executive manager functions
- International tax consulting

Family office
We support families and their family offices with customized services. This enables us to meet their personal needs. We see ourselves as independent partners and therefore deliberately do not offer any asset management services.

- Establishment of family offices
- Tax advice
- Concierge services such as coordination and execution of payments as well as the organization, coordination and provision of personal services
- Family office administration (bookkeeping and accounting, salaries and HR services, board of directors mandates, fiduciary services, real estate management)
Handouts
Below, you can download our popular handouts (note: available only in German):
- Sozialversicherungen Beiträge und Leistungen 2024
- Sozialversicherungen Beiträge und Leistungen 2023
- Quellensteueränderungen 1.1.21
- Formular Voranmeldung von Kurzarbeit
- Formular Voranmeldung von Kurzarbeit Zusatz
- Zustimmung zur Kurzarbeit
- AHV Beiträge für Nichterwerbstätige
- Arbeitgeberbeitragsreserven
- Arbeitszeiterfassung
- Checkliste Steuererklärung DE
- Checkliste déclaration d'impots FR
- Einkauf in die Pensionskasse
- Frühpensionierung
- Gewerbsmässiger Wertschriftenhandel
- Kapital oder Rente bei zweiter Säule
- Muster Kassabuch
- Säule 3a
- Wohnrecht und Nutzniessung