We achieve the best tax solutions for you

It is your duty to pay taxes, but saving taxes is your entrepreneurial responsibility. For us, laws, ordinances and directives are familiar tools, which allow us to achieve strategically optimised and sustainable solutions for you.

Our holistic approach shapes our tax advice to a significant degree. Consequently, we can not only optimise the taxes of companies but also those of entrepreneurs. Our tax advisors are qualified experts with a business and legal background.

Stefan Wigger
MLaw, Swiss Certified Tax Expert
LL.M. UZH International Tax Law

Services

Tax planning and tax optimisation for entrepreneurs and companies

  • Withdrawal planning for entrepreneurs
  • Employee shares
  • Design of financial statements
  • Restructuring
  • International staff mobility
  • Obtaining tax rulings

Reorganisation/
restructuring of companies, succession arrangements

  • Intra-group restructuring (demergers, mergers and transfers of assets)
  • Internal family/external succession or management buyouts
  • Holding structures
  • Obtaining tax rulings

Due diligence and integration of corporate acquisitions

  • Assessment of tax risks
  • Contractual protection
  • Integration structuring
  • Obtaining tax rulings

Relocations of companies and private individuals

  • Choice of location
  • Structuring across borders (with partners from the international network)
  • Withholding tax relief
  • Lump-sum taxation
  • Obtaining tax rulings

International tax advisory/tax compliance

  • Choice of location, moving to Switzerland, moving abroad
  • Clarification regarding tax rules (including permanent establishments) and options for optimisation abroad (with partners from the international network) and in Switzerland
  • Tax analysis of group transactions (transfer prices)
  • Employee deployment
  • Application of double-taxation treaties
  • Swiss tax returns

Value-added tax (VAT) and customs advice, VAT tax representation

  • Advice on value-added tax and matters relating to customs
  • Clarification regarding foreign sales taxes (involving partners from the international network)
  • Tax representation for foreign companies, which are liable for value-added tax in Switzerland
  • Preparation for audits of your VAT situation

Team

Franz-Peter Bissig
lic. oec. et lic. iur., Swiss Certified Tax Expert

Marco Frappa
Business Economist FH, Swiss Certified Tax Expert, MAS FH in VAT, LL.M.VAT

Christian Reinert
Swiss Certified Fiduciary

Kevin Röllin
MLaw, Swiss Certified Tax Expert

Renate Spichtig
Fiduciary with swiss examination, Social Security Specialist with swiss examination

Ruth Stadelmann
Fachfrau im Finanz- und Rechnungswesen FA, Sozialversicherungsfachfrau FA

Lukas Vogelbach
BSc in Business Administration ZFH, Swiss Certified Tax Expert

Clients

Bison

Spahiu AG

Microdul

Zürich Filmfestival

S+B Baumanagement

External links

Tax Administration of Lucerne

Swiss Federal Tax Administration ESTV

Association of Swiss Tax Authorities

General questions on tax law

Tax Register of Lucerne

Tax Register of Lucerne

This might also be of interest to you

Jobs

Treuhänder/in mit Fachausweis (80 – 100 %)

Treuhänder/in mit Fachausweis (80 - 100 %)
Read more
7. September 2020/by Anoj Kanniah
STEUERN

Steuerreform und AHV-Finanzierung

KMU und ihre Eigner - Steuerbelastung 2020
Read more
12. August 2020/by Anoj Kanniah
KMU

QR-Rechnung

Worum geht es?
Read more
6. August 2020/by Anoj Kanniah
All articles (available only in German)

Accounting

Auditing

Advisory

Sectors

Careers

Contact

Latest news

Newsletter

Data privacy

Legal notice

Balmer-Etienne AG

Luzern +41 41 228 11 11
Zurich +41 44 283 80 80
Stans +41 41 619 26 26

info@balmer-etienne.ch

ACCOUNTING · AUDITING · ADVISORY