TosWal GmbH provides administrative and financial services for private and institutional clients, including tax returns, bookkeeping, and handling of bank and postal payments. Its services also cover correspondence and general administration, advice and support on estate and succession matters (including wills and executorship), errands and transport, property sale/rental support, and assistance with electronic banking.
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Industry:Fiduciary Offices
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Tax returns, review of the final assessment by the tax office, representation in objections, and bookkeeping with VAT and AHV reporting for companies or rented properties.
Bank and post payments, insurance matters
Payment of invoices, archiving of supporting documents, advice on account forms and powers of attorney, a second opinion on investments, accompaniment to the bank or post office, and review of insurance policies.
Death, estate and inheritance
Organization of funerals, administrative processing in the event of death, inventory for the tax authority, household clearance, sale of properties, and division of the estate according to law or a will.
Retirement and pension advisory
Clarification of benefits from the AHV and pension fund, options for tax savings through purchase contributions and the pillar 3a, and calculation of the tax burden when receiving retirement benefits.
Incapacity mandate
Advice and support for drafting an incapacity mandate so that, in the event of incapacity of judgment, it can be determined who will take over the representation.
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