Our Services

Tax advice for private clients

Tax advice for private clients and self-employed in the area of

  • income and wealth tax
  • social security
  • real estate taxes
  • inheritance and donation tax
  • source tax
  • pension planning
  • obtaining tax rulings with the competent tax authorities
Beratung von Privatpersonen -  Tax advice for private clients

Tax advice for corporate clients

Tax advice for corporate and other legal entities in the area of

  • annual report tax planning
  • corporate income and equity tax
  • real estate taxes
  • source tax and social security compliance
  • Swiss withholding tax and stamp duty
  • obtaining tax rulings with the competent tax authorities
Beratung von Unternehmen - Tax advice for corporate clients

Tax compliance

Tax compliance for private clients and legal entities

  • obtaining the required documents and preparation of the a annual tax return
  • review of tax bills and final tax assessments
  • answering queries from tax authorities
  • preparation of intercantonal and international tax allocations in case of real estate or business units in other cantons or abroad
  • preparation of appeals against final tax assessments
Steuererklärungen - Tax compliance

Tax law procedures

Advice and representation in tax disputes and in dealings with tax authorities, in particular

  • appeals against final tax assessments
  • recourses
  • non-punishable voluntary disclosures
  • double-taxation issues
Steuerrechtsverfahren - Tax law procedures

Succession planning

The planning of your business succession is one of the most important and serious challenges which you are facing. Changes in the directorship and the ownership structure of a company have a severe impact on everyone; most of all you, your employees, clients and your successors. Thus, the task is best initiated well ahead of your planned retirement. Let me assist you in finding a tax friendly solution.

Nachfolgeplanung - Succession planning

Specialities and transactions

Tax advice and assistance in

  • real estate transactions (including purchase, sale and donation of real estate, granting of usufruct and right of abode)
  • restructuring
  • financing and refinancing
  • tax due diligence
  • obtaining tax rulings for structured products and collective investment schemes
  • attaining tax exemption for NPO’s
Steuerliche Spezialfälle - Specialities and transactions