The core activity of Xperts Finanz AG encompasses the following areas: Trust services: Support and consulting for important decisions, Pension planning: Consulting on pension planning matters, Taxes: Tax consulting and planning, Real estate: Real estate services, without further specification. The company positions itself as a competent partner for taxes, trust services and pension planning.
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Industry:Fiduciary Offices
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Advice and support for individuals and SMEs with company start-ups, bookkeeping, advice on financial statements, payroll administration and business consulting.
Tax advisory
Preparation of tax returns for natural and legal persons, review of tax bills and assessments, legal representation, objections, appeals and tax apportionments.
Pension planning
Personal pension planning with BVG solutions, purchases into occupational pension provision, solutions for executives, inclusion of the 2nd and 3rd pillars and tax planning.
Real estate
Brokerage and sale as well as purchase support for residential properties such as single-family houses, apartments and villas; presented on the website with properties from the real-estate sector.
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