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