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DirectoryFinance & InsuranceFiduciary OfficesRotkreuzmed Beratung Schweiz AG
med Beratung Schweiz AG Logo
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med Beratung Schweiz AG

Summary

About the company

The core activity of med Beratung Schweiz AG is the provision of services in the areas of trust, accounting, tax consulting and financial planning, particularly for medical professions such as doctors and dentists. The services include, among others: accounting and annual financial statements, payroll accounting and payroll processing, tax planning and tax optimization, financing models and investment strategies, practice consulting and practice establishment, family council and succession planning, as well as real estate structures and property gain taxes. The company thus offers a comprehensive range of services tailored to the specific needs of medical professions.

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Products & services

Industry:Fiduciary Offices
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✓ Offered5
Practice advisory
Practice creation, practice takeover, practice handover or practice sale, practice closure, practice valuation including patient base, group practice, part-time positions, job sharing, practice financing, practice agreements.
Financial advisory
Financing models, investments in practice equipment, negotiations with financial institutions, budgeting and financial planning, insurance portfolio, retirement and pension planning, business management consulting.
Tax advisory
Tax planning and tax optimization, tax returns for physicians, dentists and group practices, review of tax assessments, value-added tax, capital gains tax on real estate, gift and inheritance taxes, representation before tax authorities.
Fiduciary services and bookkeeping
Bookkeeping and annual financial statements for own practices or practice partnerships, payroll accounting, payroll, AHV and insurance statements, salary certificates, value-added tax and withholding tax statements, reports and analyses, employment contracts, contact with authorities.
Family Office Services
Tax planning, succession planning, investment strategy, real estate structures, family council, family holdings, estate planning and executor appointment.

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Location

Lindenmatt 16A
6343 Rotkreuz
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-306.722.257
Founded
2019 · 7 years
Last commercial register change
August 28, 2019
Employees
1 to 10

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