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Compliance Package

Peace of Mind for Your Tax Obligations

Fulfill tax obligations, minimize risks, gain time –
with personal support, deadline monitoring, and secure client portal

Interested?
Contact me for a no-obligation introductory meeting.
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Tax Compliance in Switzerland

The Compliance Package is designed for CFOs, finance professionals, and business owners seeking reliable and pragmatic handling of their tax obligations.

The package includes services from tax representation to preparation and filing of tax returns, as well as reconciliation with financial statements. The filings are based on your bookkeeping.

You receive access to the secure Client Portal with deadline monitoring, document access, and structured communication.

Services

  • Kick-off & Setup, Portal Configuration
  • Tax Representation & Filing (direct taxes, VAT, withholding tax, stamp duties)
  • Provision Review & Financial Statement Reconciliation
  • Deadline Monitoring with Automated Reminders
  • Quarterly Compliance Updates
  • 1× Year-end Meeting (online or on-site, 1-2 h)
  • Continuous support: Ad-hoc advisory included (reasonable use, 2h/year or within usual scope)
  • Access to Client Portal (reports, appointments, communication)

What You Receive

  • Tax Filing
  • Deadline Schedule in Client Portal
  • 4x Compliance Update (1-pager)
  • Year-end Meeting
  • Ad-hoc Advisory
All services at a predictable annual fee – no open-ended billing.
View Pricing
Need strategic tax advisory as well?
Combine our packages.
No-Obligation Introductory Meeting

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German specialists in Swiss holding companies: What CFOs and fiduciaries need to know

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Debt push-down after leveraged buyout: Federal Court denies interest deduction at the level of the target company

The Federal Supreme Court abolishes the interest deduction after debt push-down – and changes the methodological approach. What buyers of Swiss companies now need to know.
    Let’s talk!

    Your tax questions are in good hands – you can count on that.
    This gives you more energy to focus on what truly matters: your business. Book your no-obligation introductory meeting now.