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Ent

Entrepreneur Package

Your Tax Strategy for Personal and Corporate Assets
Comprehensive tax strategy
bridging personal and corporate tax matters
Interested?
Contact me for a no-obligation introductory meeting.
Book Appointment

For Individuals with Business Interests

Do you hold significant interests (10% or more) in companies or actively invest in complex assets, cryptocurrencies, and other digital assets?

Leverage planning opportunities and reduce tax risks. Your ownership structure is analyzed for distribution and sale scenarios to enable tax-optimized decisions.

Through the Client Portal, you receive access to reports, appointments, and actionable recommendations – structured, confidential, and available anytime.

Services

  • Kick-off & Setup, Portal Configuration
  • Annual review and optimization of tax situation: Income, dividends, capital gains
  • Analysis and optimization of ownership structure (incl. distribution and sale scenarios)
  • Tax classification and documentation of private investments in complex assets and crypto transactions
  • Review of international tax matters and double taxation risks
  • 1× Year-end Meeting (online or on-site, 1-2 h)
  • Separate area in Client Portal for private documents (FADP/GDPR-compliant, Swiss hosting)
  • Continuous support: Ad-hoc advisory included (reasonable use, 2h/year or within usual scope)
  • Access to Client Portal (reports, appointments, communication)

What you Receive

  • Annual Review incl. Optimization Recommendations
  • Investment Check
  • Year-end Meeting
  • Ad-hoc Advisory

Depending on complexity, these services typically correspond to a scope of 8 to 12 hours per year.

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Popular Add-On Services

  • Personal Tax Return incl. declaration of shareholdings and cryptocurrencies
  • Succession & Estate Planning: Structuring of asset and ownership transfers
  • Family Office Sparring: Ongoing advisory on new investments and tax implications
Want to structure corporate taxes efficiently?
Combine our packages – for proactive tax planning.
No-Obligation Introductory Meeting

Loans instead of equity: What start-ups and growth companies in Switzerland need to consider when it comes to financing

Debt financing for startups and growth companies: what safe haven interest rates, hidden equity, and the 10/20 non-bank rule mean for your company – and how to avoid costly withholding tax consequences from the outset.

CHF 339,500 withholding tax – although the dividend was never paid out

Bad-faith former shareholder, fictitious profit, dividend never paid out – and yet CHF 339,500 in withholding tax owed: the Federal Administrative Court explains why.

Fiduciary relationships: Why the contract alone is not enough

A recent Federal Supreme Court ruling makes clear: even with a fiduciary agreement in place, tax authorities may disregard a fiduciary arrangement – if the agreement, balance sheet, and accounting records do not properly reflect the six criteria est…
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