our services for expatriates in switzerland
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Our Services for Expatriates in Switzerland. TAXES. Preparation of tax returns for individuals Tax advice Tax saving opportunities. EXAMPLE OF TAX SAVINGS DUE TO PILLAR 3A CONTRIBUTIONS CANTON BASEL-STADT. Financial Planning. Client profile The financial plan

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taxes
TAXES
  • Preparationoftaxreturnsforindividuals
  • Tax advice
  • Tax savingopportunities

Colfina Finanz / Treuhand GmbH

example of tax savings due to pillar 3a contributions canton basel stadt
EXAMPLE OF TAX SAVINGS DUE TO PILLAR 3A CONTRIBUTIONS CANTON BASEL-STADT

Colfina Finanz / Treuhand GmbH

financial planning
Financial Planning
  • Client profile
  • The financial plan
  • The financialbudget
  • Individual financialgoals
  • Pension planning
  • Implementation

Colfina Finanz / Treuhand GmbH

capital formation
Capital formation

Colfina Finanz / Treuhand GmbH

capital consumption
Capital consumption

Colfina Finanz / Treuhand GmbH

insurance consultancy
Insurance Consultancy
  • Retirementprovisionanalyses
  • Life insurances
  • OccupationalPensions
  • Liabilityandpropertyinsurances

Colfina Finanz / Treuhand GmbH

real estate agency
Real Estate Agency
  • Saleof real estates
  • Assistance in buying real estate
  • Coordinationwithcontractsand tax declarations
  • Not commissionbased, hourly rate will becharged

Colfina Finanz / Treuhand GmbH

company foundation
Company Foundation
  • Sole proprietorship
  • Setting up a GmbH or AG
  • Coordinationwiththenotaryandauthorities
  • Business insuranceadvice

Colfina Finanz / Treuhand GmbH

accounting
Accounting
  • Professional accounting
  • VAT tax declaration
  • Payroll
  • Preparationofannualfinancialstatements
  • Preparationofincome and capital tax returns

Colfina Finanz / Treuhand GmbH

succesion planning for smes
SuccesionPlanningfor SMEs
  • Coordination in theprocessofsuccesionplanningfor SMEs
  • Tax Consulting
  • Consulting in Business reorganisations
  • Legal advice

Colfina Finanz / Treuhand GmbH

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