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Comprehensive Financial Services for Expatriates in Switzerland

We offer tax preparation, advice, savings opportunities, financial planning, capital formation, insurance consultancy, real estate agency, company foundation, accounting, and succession planning for SMEs in Switzerland. Contact us for expert assistance.

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Comprehensive Financial Services for Expatriates in Switzerland

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  1. Our Services forExpatriates in Switzerland

  2. TAXES • Preparationoftaxreturnsforindividuals • Tax advice • Tax savingopportunities Colfina Finanz / Treuhand GmbH

  3. EXAMPLE OF TAX SAVINGS DUE TO PILLAR 3A CONTRIBUTIONS CANTON BASEL-STADT Colfina Finanz / Treuhand GmbH

  4. Financial Planning • Client profile • The financial plan • The financialbudget • Individual financialgoals • Pension planning • Implementation Colfina Finanz / Treuhand GmbH

  5. Capital formation Colfina Finanz / Treuhand GmbH

  6. Capital consumption Colfina Finanz / Treuhand GmbH

  7. Insurance Consultancy • Retirementprovisionanalyses • Life insurances • OccupationalPensions • Liabilityandpropertyinsurances Colfina Finanz / Treuhand GmbH

  8. Real Estate Agency • Saleof real estates • Assistance in buying real estate • Coordinationwithcontractsand tax declarations • Not commissionbased, hourly rate will becharged Colfina Finanz / Treuhand GmbH

  9. Company Foundation • Sole proprietorship • Setting up a GmbH or AG • Coordinationwiththenotaryandauthorities • Business insuranceadvice Colfina Finanz / Treuhand GmbH

  10. Accounting • Professional accounting • VAT tax declaration • Payroll • Preparationofannualfinancialstatements • Preparationofincome and capital tax returns Colfina Finanz / Treuhand GmbH

  11. SuccesionPlanningfor SMEs • Coordination in theprocessofsuccesionplanningfor SMEs • Tax Consulting • Consulting in Business reorganisations • Legal advice Colfina Finanz / Treuhand GmbH

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