The core activity of Documenta-Sion GmbH is the independent and transparent analysis and consulting of customers in the areas of financial planning, tax optimization, tax-free self-disclosure and relocation of domicile or residence. The company offers individual solutions for the financial situation of its customers and supports them in optimizing their financial planning and control.
AI-generated
Offering
Products & services
Industry:Financial Services
✓ Offered4
Financial planning and retirement
Financial planning for short-, mid- or long-term projects and for retirement; modelling over about 15 years, analysis of annuity or lump sum, calculation of retirement income.
Tax optimisation
Study to optimise your income and reduce your tax burden; advice to improve your overall financial situation and tailor tax treatment to personal projects.
Tax domiciliation
Analysis of the suitability of a tax domiciliation in Switzerland, administrative support, conditions linked to financial means, basic health insurance and an address.
Spontaneous disclosure
Support for a non-punishable spontaneous disclosure, regularisation of your tax situation, declaration of undeclared income and assets, collaboration with the tax authority.
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