Services for private individuals

Whether you need professional advice regarding your tax planning, would like to better understand and optimise your pension provision or need a salary statement for your cleaning help, we are here for you.

Our team supports you according to your individual needs, holistically and future-oriented.

Human Resources

We prepare salary statements, accompany relocation processes and draw up lump-sum taxation agreements.

Tax consultancy

We take care of tax returns, make optimisation proposals and provide support with VAT issues.

Pension and financial planning

We analyse pension plans and specific pension situations, draw up budgets and develop and or optimise financial planning proposals for implementation.

Legal advice

We draw up contracts of sale, prepare inheritance contracts and draw up providential orders.

Employees in private households
  • Preparation of payrolls
  • Preparation of wage statements
  • Support with social security questions
  • Settlement of taxes or withholding taxes
  • Support with general insurance questions


Taking up residence in Switzerland
  • Support in tax planning and optimisation issues
  • Drafting of lump-sum taxation agreements (tax rulings)
  • Support with social security questions
  • Advice on asset matters
Tax returns
  • Preparation of tax returns for direct federal tax as well as for cantonal and communal taxes
  • Preparation of tax returns in the event of death
  • Checking tax assessments and tax invoices
  • Assessment of intercantonal and international tax issues
  • Advice on inheritance, gift, transfer and property gains taxes
  • Advice on succession planning
  • Advice on special taxes on capital benefits from pension schemes


Representation vis-à-vis tax authorities
  • Support and representation in all tax matters before tax authorities and courts


Tax planning and optimisation including the pension plan
  • Analysis and advice on tax optimisation
  • Development of optimisation proposals and concepts
  • Medium and long-term tax planning


Value added tax
  • Assistance with general value-added tax issues, such as with regard to purchase tax or in the context of entrepreneurial activity
Precautionary analysis
  • Analysis of the current pension situation taking into account the coordinated benefits of all three pillars
  • Calculation of benefits upon retirement or disability
  • Advice with regard to the provision of cover for surviving dependants
  • Optimisation proposals for pension funds and private pension provision


Financial analysis
  • Pointing out the current situation
  • Optimal coordination of income, pension benefits and taxes
  • Calculation of the pension for early retirement and partial retirement steps
  • Decision-making aids regarding lump-sum or pension withdrawals from the occupational benefit scheme


Financial planning
  • Create budgets
  • Matching investments to personal circumstances and overall assets
  • Advising on mortgage closings and repayments
Contract law
  • Drafting of sales contracts


Support and advice in matters of marriage, property and inheritance law
  • Preparation and advice on wills, marriage and inheritance contracts


Health care proxy
  • Advice and drafting of advance directives


Wills and executorships
  • Execution of wills and execution of distributions of estates

Exactly what you are looking for?

We are happy to help you and look forward to the exchange.