Services Tax Consulting by Fineac Tax AG

Errors in filling out or even omitting tax statements and declarations can be very costly for companies and private individuals or even lead to legal violations. Therefore, all tax declarations of individuals and legal entities, which have a certain complexity, are a topic that belongs in professional hands.

 

At Fineac Tax, we examine the possibilities for optimizing your tax burden. We find potential savings in municipal, cantonal and federal tax, meet all deadlines even for self-declaration taxes and thus avoid unnecessary costs.

 

Through our well-established network, Morison KSi, with professionals incl. tax experts worldwide, we can also offer you support on international tax issues.

 

 

Our services in the field of tax consulting include the following:

 

Income and wealth tax

  • Preparation of your annual income and wealth tax return
  • Comprehensive advice and optimization of your personal tax situation
  • Representation vis-à-vis tax authorities and recipient of all correspondence
  • Review of your provisional and definitive tax invoices as well as assessments and recommendations regarding (advance) payments
  • Competent advice on inheritance and gift taxes

 

Income and capital tax

  • Handling of your entire tax administration
  • Preparation of your company's annual income and capital tax (net wealth) return
  • Provision of tax domicile, representation before tax authorities and recipient of all correspondence
  • Review of provisional and definitive tax invoices as well as assessments and recommendations regarding (advance) payments
  • Processing of requests and revisions/audits of tax authorities incl. execution of appeal proceedings
  • Calculation of tax provision
  • Evaluation of opportunities and risks incl. recommendations for optimization and savings potentials
  • Advice on the preparation of annual financial statements from a tax perspective
  • Support in all transactions such as restructurings incl. obtaining tax rulings and conducting negotiations with the responsible cantonal tax authorities as well as the Swiss Federal Tax Administration

 

Withholding tax

  • Preparation of necessary declarations (declaration, notification and refund) and application for approval of notification procedure
  • Processing of audits by the Swiss Federal Tax Administration incl. filing of necessary appeals
  • Support in all transactions such as restructuring with regard to withholding tax incl. obtaining tax rulings and conducting negotiations with the Swiss Federal Tax Administration
  • Advice on comprehensive international transactions such as restructurings etc.

 

Stamp duties

  • Preparation of necessary declarations in connection with stamp duties (issuance tax and securities transfer tax as well as tax on insurance premiums)
  • Processing of audits by the Swiss Federal Tax Administration including filing of necessary appeals
  • Support in all transactions such as restructurings in relation to stamp duties, in particular issuance and securities transfer tax, including obtaining tax rulings and conducting negotiations with the Swiss Federal Tax Administration
  • Comprehensive advice on stamp duty for capital increases, restructurings, etc. and all aspects of securities transfer tax
  • Support of domestic companies which are subject to insurance stamp duty due to foreign insurer

 

Value added tax

  • Review and preparation of your VAT declaration as well as any corrective statements
  • Processing of audits by the Swiss Federal Tax Administration incl. filing of necessary appeals
  • Support in all transactions relating to VAT, including obtaining tax rulings and conducting negotiations with the Swiss Federal Tax Administration
  • Assessment of VAT liability of foreign companies and fiscal representation in Switzerland for foreign companies liable to VAT
  • Review and preparation of your annual turnover reconciliation

 

Real estate taxes

  • Preparation of your real estate gains tax return and calculation of any real estate gains taxes and property transfer taxes
  • Support in all areas of real estate gains tax, transfer tax and other real estate taxes
  • Advice on investments in real estate and their structuring
  • Support in determining the cost price of real estate (evaluation of value-adding and value-maintaining expenses)

 

Transactions

  • Comprehensive advice on transactions such as restructurings, financings and investments as well as on the structuring of succession arrangements
  • Support in designing an optimal structure from a Swiss and international tax perspective
  • Execution of tax due diligence

 

Interested in an initial consultation? Then contact us now at info@fineac.ch