Finance & Insurance

AEQUITAX SA 

Lugano · Since 2001

The core activity of Aequitax SA is the enforcement of international tax refund claims, particularly in the area of withholding taxes, and offers these services on a success fee basis.

Aerzte-Treuhand Finanz AG 

Zollikon · Since 2011

Aerzte-Treuhand Finanz AG is a FINMA‑authorised manager of collective assets and operates a family office. The firm provides wealth management, pension-asset solutions and fund services (including the COMMIT SWISS fund) along with related financial advisory services.

Ärzte-Treuhand Klara Bucher 

Zollikon · Since 2010

Ärzte-Treuhand Klara Bucher provides fiduciary, tax and financial services for medical professionals. Services include accounting and payroll, tax planning and returns, practice consulting (e.g. start-up, takeover and financing), asset management, pension planning and estate execution services.

Ärzte-Treuhand Thomas Bucher 

Zollikon · Since 1993

Ärzte-Treuhand Thomas Bucher provides fiduciary, accounting and tax advisory services for medical professionals, including bookkeeping, tax planning, financial reporting and practice financing. Services also cover asset management, pension planning and estate execution.

AFL Treuhand- und Revisions AG 

Zug · Since 1998

AFL Treuhand- und Revisions AG provides fiduciary and audit-related services for small and medium-sized enterprises and private clients, including accounting, payroll, financial statement preparation and VAT filings. The firm also offers tax advice and representation before tax authorities, company formation and domiciliation services, business consulting, and Abacus-based bookkeeping (AbaWeb); audit engagements are offered in cooperation with a partner firm.

AG für Allfinanzplanung 

Zuzwil Sg · Since 2003

AG für Allfinanzplanung advises clients on insurance, finance and retirement planning. The company provides independent financial planning and supports customers with services such as asset advice, tax planning, home financing, pension planning and legal advice.

AGI Treuhand AG 

Schenkon · Since 2015

The company's core activity is the provision of fiduciary services, including consulting, support and assistance in the areas of agriculture, trade and real estate, with a focus on taxes, accounting, business analysis and farm succession.

A. G. R. Consulting Sagl 

Mezzovico · Since 2015

The core activity of AGR-Consulting is the provision of consulting and services to companies and private individuals, particularly in the areas of: Financial and accounting (Contabilità), Tax consulting and planning (Consulenza Fiscale e Pianificazione), Personnel administration (Amministrazione del personale), Asset management and real estate management (Gestione fiduciaria di beni e immobili), and Business consulting, especially in the context of company takeovers, sales and restructuring (Ristrutturazioni, valutazione degli investimenti, operazioni di acquisizione e cessione di aziende). The company positions itself as a 'trusted advisor' and offers its clients comprehensive support in these areas.

AGRO-Treuhand Rütti AG 

Zollikofen · Since 2000

The core activity of Agro-Treuhand Rütti AG is the provision of trust services, particularly in accounting, tax consulting, insurance consulting, and business consulting for small and medium-sized enterprises across all industries. The specific activities include: Accounting (financial and operational accounting, payroll accounting), Tax consulting (income tax, wealth tax, capital gains tax, value-added tax, special tax situations), Insurance consulting, Business consulting (analysis, strategies, planning, leasing, farm succession, land valuation, advice, negotiation), Expert knowledge and further education (courses, taster courses, events). The company positions itself as the first point of contact for its customers in all financial matters and tailors its services to meet the needs of its customers in order to create added value for them.

AGRO-Treuhand Seeland AG 

Ins · Since 2005

AGRO-Treuhand Seeland AG is a fiduciary and audit firm offering accounting, tax and payroll services as well as audit and advisory services. It focuses on agricultural enterprises and SMEs and provides support for software evaluation, business consulting and succession planning.