PRIVATE CUSTOMERS

 

Would you like to relieve yourself of difficult work? As your personal fiduciary, we handle various tasks for you quickly, reliably and competently. Thus, you can always be sure that nothing is forgotten and you gain extra free time.

 

Among other things, we take over for you:

 

  • Tax formalities and budgeting
  • Creation of loan and credit contracts
  • Drafting marriage and cohabitation contracts
  • Correspndence with goverment offices
  • Comparisons of fees and insurance benefits
  • Analysis of security deposits
  • Preparation of wills
  • Assumption of executor mandates
  • Management of real estate

 

Rely on the experts and tell us your need. We are happy to deal individually with your concerns and offer you the best and most suitable proposal for you.

BUSINESS CUSTOMERS

 

We specialize in efficiently supporting small and medium-sized businesses in tax or organizational matters. In particular, we know the needs and challenges of craft businesses and small businesses from different perspectives.

 

Do you need an independent opinion, support in the administration or the advice of a proven specialist?

 

Our offer for companies:

 

  • Tax formalities and budgeting
  • Creation of financial and business plans, analysis of pension fund
  • Implementation of company foundations, valuations and liquidations
  • Accounting audit and financial statements
  • VAT and sales reconciliation
  • Entry of accounting documents
  • Processing of capital increases
  • Acquisition of compliance audits and control functions
  • Management of securities portfolios for institutional and professional investors

 

Take advantage of our many years of experience in the care of companies and delegate us individual tasks. We are happy to relieve you of your daily work, flexible, competent and reliable.

FIDUCIARY AND TAX SERVICES

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