Services

Giving you the freedom to focus on what matters most.
Book a consultation
Services
  • SME
  • Swiss & US Taxes
  • HR Services

How We Can Help:

SME

We support SMEs in Switzerland in managing their finances clearly, systematically and with foresight. From financial accounting and invoicing to liquidity planning and business advisory, we create the foundation for turning figures into sound business decisions.

Financial Accounting

Well-managed financial accounting creates structure, transparency and a reliable basis for your business figures. We handle ongoing accounting for SMEs and ensure that receipts, accounts, financial statements and Swiss VAT returns are processed accurately, clearly and in compliance with local requirements.

Our Services

  • Financial accounting for sole proprietorships, legal entities and partnerships
  • Recording of accounts receivable, accounts payable, bank transactions, cash and payroll expenses
  • Preparation of monthly, quarterly and annual financial statements
  • Reconciliation of accounts, open items and subsidiary ledgers
  • Swiss VAT returns and support with accounting-related questions
  • Structured preparation of accounting data as a basis for analysis and decision-making

Management Consultancy

Good decisions are made when figures are understood and placed in the right business context. We support financial, organisational and business management questions – pragmatically, clearly and with a focus on practical options for action.

Our Services

  • Financial analysis of companies, projects and business units
  • Development of budgets, forecasts and liquidity planning
  • Development and interpretation of key figures for financial management
  • Advice on investment decisions and financing matters
  • Support with pricing, cost structures and profitability
  • Sparring partner for management, owners and entrepreneurs

Invoicing

A clear invoicing process improves administration, strengthens cash flow and provides a better overview of outstanding receivables. We support the professional handling of invoicing – from issuing customer invoices to monitoring incoming payments.

Our Services

  • Preparation and dispatch of customer invoices
  • Support in setting up a structured invoicing process
  • Monitoring of outstanding receivables and incoming payments
  • Dunning process and follow-up of overdue receivables
  • Alignment of invoicing with accounting and Swiss VAT requirements
  • Optimisation of invoice templates, payment terms and internal processes

Emergency Call-Out

When accounting, financial statements or administrative tasks fall behind, quick structure and reliable support are essential. We help with urgent accounting or administrative bottlenecks, process backlogs and support you in meeting important deadlines.

Our Services

  • Processing of accounting backlogs
  • Support with short-term financial statements or reports
  • Clean-up of open items, accounts and document filing
  • Temporary support in case of staff shortages in the finance department
  • Support with deadlines, Swiss VAT returns and official documents
  • Structuring of processes to prevent backlogs from recurring

Swiss & US Taxes

Whether you require Swiss or U.S. tax services, we provide professional support to individuals in meeting their tax obligations. Our services include the preparation of Swiss and U.S. individual tax returns as well as personal tax advice relating to both tax systems.

We combine technical expertise with clear communication and personal service. We take the time to understand your situation, explain the necessary steps clearly, and guide you reliably through the entire tax process.

Our goal is to reduce the administrative burden for you and ensure that your tax matters are handled efficiently, accurately, and on time.

Swiss Tax Returns

A professionally prepared tax return provides peace of mind, saves valuable time, and reduces the risk of queries from the tax authorities. We prepare Swiss tax returns for private individuals efficiently, accurately, and in line with their personal income, wealth, and financial circumstances.

Our Services

  • Preparation of Swiss tax returns for private individuals
  • Declaration of income, assets, liabilities, insurance policies, and tax deductions
  • Review of employment-related expenses, pension contributions, medical expenses, and other deductible costs
  • Declaration of securities, bank accounts, investment income, dividends, and shareholdings
  • Assistance with real estate taxation, imputed rental value, maintenance expenses, and mortgages
  • Electronic filing of tax returns and support with inquiries from the Swiss tax authorities

U.S. Tax Returns

Preparing a U.S. tax return can be complex, particularly for U.S. citizens and Green Card holders living abroad. We prepare accurate and compliant U.S. individual tax returns, taking into account your worldwide income, foreign assets, and applicable tax relief provisions. Our goal is to ensure that your U.S. filing obligations are met efficiently while minimizing administrative burden.

Our Services

  • Preparation of U.S. individual income tax returns
  • Reporting of worldwide income, investment income, and foreign financial assets
  • Claiming available deductions, tax credits, and applicable treaty benefits where appropriate
  • Preparation of required international information returns, including FBAR and FATCA reporting where applicable
  • Advice on U.S. filing obligations for U.S. citizens and Green Card holders living abroad
  • Electronic filing of U.S. tax returns and assistance with correspondence from the IRS

Swiss & U.S. Tax Advisory

Professional tax advice helps you understand your tax position, identify planning opportunities, and make informed financial decisions. We advise private individuals on Swiss and U.S. tax matters, providing practical guidance tailored to their personal circumstances. Whether you require advice under the Swiss or the U.S. tax system, we offer clear, reliable, and solution-oriented support.

Our Services

  • Personal tax advisory relating to Swiss and U.S. taxation
  • Analysis of your personal income, assets, and overall tax situation
  • Advice on tax planning and available deductions
  • Advice on tax residency and the tax implications of relocation
  • Advice on pension planning and real estate from a tax perspective
  • Guidance on U.S. tax obligations for U.S. citizens and Green Card holders
  • Assistance with tax assessments, rulings, and correspondence with the Swiss and U.S. tax authorities

Withholding Tax

Swiss withholding tax primarily affects foreign employees, expatriates, and individuals with cross-border employment relationships in Switzerland. We provide expert guidance on withholding tax matters, subsequent ordinary tax assessments, refund claims, corrections, and appeals.

Our Services

  • Advice on Swiss withholding tax obligations
  • Review of withholding tax calculations, tax rates
  • Support with refund claims, corrections, and tax appeals
  • Advice on international employment arrangements and cross-border worker taxation
  • Tax support for expatriates and foreign professionals working in Switzerland

Real Estate Capital Gains Tax

When selling real estate in Switzerland, real estate capital gains tax can have a significant impact on the overall financial outcome. We assist property owners with the tax assessment of real estate transactions, the preparation of supporting documentation, and the accurate declaration of gains to the tax authorities.

Our Services

  • Advice on Swiss real estate capital gains tax for property sales
  • Review of the tax implications before or after a property sale
  • Preparation of acquisition costs, value-enhancing investments, and supporting documentation
  • Preparation of, or assistance with, real estate capital gains tax returns
  • Assessment of tax deferral opportunities, replacement property rules, and cantonal tax considerations
  • Support with tax authority inquiries and correspondence

HR Services

HR matters do not begin with payroll and do not end with the employment contract. We support SMEs in Switzerland with payroll accounting, HR administration, social insurance matters and people-related questions – and accompany them in further developing their role as an employer, strengthening collaboration and making potential within the company more visible.

In doing so, we combine administrative accuracy with a business-minded view of people, processes and company culture.

Human Resources

Well-organised HR administration relieves the business and ensures that important documents, deadlines and processes are handled properly. We support SMEs with administrative tasks throughout the entire employee lifecycle – from onboarding to offboarding.

Our Services

  • Creation and maintenance of employee files
  • Support with entries, exits and contract changes
  • Preparation of employment contracts, confirmations and HR-related documents
  • Administration of holidays, absences, mutations and master data
  • Support with employment references and exit documents
  • Structuring of HR processes and administrative workflows

Payroll Accounting

Accurate payroll accounting creates security for both companies and employees. We support monthly payroll processing, the necessary statements and clean coordination with social insurance providers, withholding tax and financial accounting.

Our Services

  • Payroll accounting for SMEs in Switzerland
  • Preparation of monthly salary statements
  • Processing of entries, exits, mutations, allowances and deductions
  • Settlement of social insurance contributions, pension fund and withholding tax
  • Preparation of salary certificates and year-end payroll processing
  • Reconciliation of payroll accounting with financial accounting and official reporting requirements

Social Security

Social insurance is a central part of HR and payroll administration in Switzerland. We support registrations, settlements and questions relating to OASI/AHV, unemployment insurance, family allowances, accident insurance, daily sickness benefits and occupational pension plans.

Our Services

  • Registration and mutation of employees with social insurance providers
  • Support with OASI/AHV, unemployment insurance, family allowances, accident insurance, daily sickness benefits and occupational pension plans
  • Review and reconciliation of social insurance statements
  • Support in cases of illness, accident and maternity
  • Assistance with questions from insurance providers and authorities
  • Year-end reconciliations and preparation of relevant reports

HR Consultancy

People-related questions are often not only administrative, but also organisational and human in nature. We advise SMEs on HR-related matters, support the development of clear decision-making bases and help find fair, practical solutions for everyday work situations.

Our Services

  • Advice on employment law and HR administration matters
  • Support with hiring, contract changes and exits
  • Advice on absences, working time, holidays and continued salary payments
  • Support with employee discussions, objectives and development topics
  • Sparring partner for management and leadership teams on HR matters
  • Development and optimisation of HR processes, regulations and templates

Employer Branding

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet.