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DirectoryFinance & InsuranceFiduciary OfficesKlotenSTREIT TREUHAND Beatrix Streit
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STREIT TREUHAND Beatrix Streit

Summary

About the company

STREIT TREUHAND Beatrix Streit is a fiduciary office for private individuals and their relatives. Services include preparation and online filing of personal tax returns, representation in tax matters, drafting of powers of attorney and advance directives, estate and probate administration, administrative and financial support (bill checking, payment handling, budgeting) and assistance with housing and property matters.

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Industry:Fiduciary Offices
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Support in everyday life and administrative tasks
Meeting at the customer’s premises, review of invoices and service statements, arrangement of payments, administration with authorities, banks, insurers and companies.
Tax returns for individuals
Preparation and online filing of the tax return for individuals, review of assessment, taxation and tax settlement proposal statements, representation in cases of requirements and objections.
Power of attorney for personal matters and advance directive
Preparation of a power of attorney for personal matters and an advance directive, assuming the role as representative, preparing KESB documents and reviewing social, pension, private insurance and health insurance.
Estate planning and inheritance matters
Estate planning, will and inheritance contract, taking on executor mandates, representation of heirs, division of the estate, inheritance taxes and administrative support in the event of death.
Help with housing and moving
Optimisation of the living situation, support in finding suitable accommodation, organisation of the move, disposal of household goods and support with the sale of the property.

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Location

Am Freienberg 4
8302 Kloten

At a glance

Legal form
Sole proprietorship
UID
CHE-446.705.886
Founded
2019 · 7 years
Last commercial register change
July 22, 2019
Employees
1 to 10

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