Treuhand Willi GmbH provides fiduciary, accounting and tax advisory services for private individuals and companies. Its services include financial accounting, controlling and reporting, payroll and HR support, pension and estate planning, and succession planning.
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Industry:Fiduciary Offices
✓ Offered7
Financial management and accounting
Maintaining accounts, receivables, payables and payroll accounting, annual financial statements, short-term profit and loss statements, controlling and reporting, payment transactions, invoicing, payroll statements and social insurance.
Tax advisory
Completion of tax returns, tax optimisation and tax planning, VAT reporting, and capital gains tax on real estate for businesses and individuals.
Restructuring and succession planning
Incorporations, mergers, demergers, transfers of assets, business valuations, M&A advisory, financing and investment advisory, and succession arrangements.
Audit / statutory audit
Limited audit for companies.
Advisory on personal provision
Advance personal provision mandate, advance care directive, as well as financial planning and optimisation of personal provision for individuals.
Estate planning
Advice on inheritance-law measures, drafting proposals for the division of the estate and executorship.
Support for individuals
Organisation and monitoring of payment transactions as well as filing organisation for individuals.
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