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DirectoryFinance & InsuranceFiduciary OfficesBerg SgOptitax Steuerberatungen GmbH
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Optitax Steuerberatungen GmbH

Summary

About the company

The company's purpose is to perform all trust and administrative work as well as tax consulting for natural and legal persons of all industries. The company may establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad, as well as conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, sell, broker and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as grant guarantees and sureties for subsidiaries and third parties.

Commercial register, canton of SG·As of December 7, 2023View on Zefix
Offering

Products & services

Industry:Fiduciary Offices
✓ Offered4
Tax advisory + planning
Tax advice and planning for individuals and businesses, tax-optimised structuring of the annual financial statements, VAT consulting, representation before tax authorities, completion of tax forms.
Formations, restructurings, succession arrangements
Company formations, company sales, conversions, mergers, liquidations, succession arrangements, business valuations, due-diligence reviews, financing advice, family office and inheritance-law advice.
Pension planning advice
Retirement planning, calculation of the financial situation, neutral assessment of insurance and retirement solutions, welfare mandate, advance care directive and questions of inheritance law.
Bookkeeping, annual accounts, HR administration
Payroll and financial accounting, interim and tax-optimised annual financial statements, budgets and investment calculations, payroll administration, social insurance notifications and personnel administration.
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Location

Dorfstrasse 45
9305 Berg Sg

At a glance

Legal form
Limited Liability Company
UID
CHE-477.264.518
Founded
2023 · 3 years
Last commercial register change
December 7, 2023
Employees
1 to 10

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