CONVISA
Schwyz   Altdorf   Pfäffikon SZ Unternehmensberatung  Steuerberatung   Rechtsberatung  Personalvorsorgeberatung   Wirtschaftsprüfung  Rechnungswesen
CONVISA AG, founded in 1960, is one of the leading business and tax consultancies for small to medium sized companies in central Switzerland. We are a team of 15 experienced and higly qualified experts (e.g. certified auditor, certified tax experts, attorney at law) supported by 35 consultants and assistants. Our objective is to provide our clients medium / long term comprensive advisory services in business, tax and legal matters, utilising the benefit of our combined expertise. CONVISA-consultancy stands for professional scrutiny for the company considering also the effect on the individual private situation. Our clients, many of whom have been with us for decades, appreciate the personal, committed and competent consultancy provided by the CONVISA-Team. The following list illustrates the range of services provided by CONVISA AG and its affiliates:  
Our particular SERVICES Management consultancy
Tax advisory services
Services covering medium- and long-term national and international tax structuring and planning for individuals and companies Current tax advisory services and fiscal representation of individuals and companies (incl. tax declarations and refunds, substitution in all kinds of matters with fiscal authorities and in court etc.) Tax advisory services in times of restructuring, merger and disposal of companies, planning and regulation of successions, changes of residence etc. Tax advisory for real estate (structuring, real estate capital gain tax, tax on donations and inheritances) Private wealth tax optimization and planning by considering all kinds of old-age pension plan Fiscal representation of foreign companies for value-added tax
Legal services
Commercial law, in particular company legislation (establishment, capital increase, shareholder’s agreements, regulations etc.) and contract law (e.g. labour law) Legal advisory services in cases of restructuring (such as mergers, conversions, spin-offs), takeovers, changes of residence Planning and regulation of successions Precautionary measures in the event of death (marriage articles, inheritance contracts and testaments), instructions for loss of ability to judge, administering inheritances, acting as executor and division of inheritance Legal consultancy in respect of foundations (establishment, regulations etc.) 
Advisory services regarding pension funds plans
Establishment, improvement, restructuring and liquidation of pension funds Legal and tax consultancy regarding old-age pensions Rating of insurance coverage (over insurance, gaps etc.) incl. obtaining and evaluating offers Providing accounting services for foundations
Audit
Experts of Audit pursuant RAG Audits of joint stock companies, companies with limited liability, cooperatives and other legal entities corresponding to company law (ordinary audit or limited statutory examination) and Swiss GAAP FER Group-audits  Auditing of accounts of foundation and pension funds plans Audits of NPO corresponding to Swiss law (ZGB, FER) and ZEWO- guideline Audits of communities and bodies governed by public law corresponding to the applicable law Special audits in particular in cases of establishments, capital increases and cuts as well as liquidation
Accountancy / Bookkeeping
comprehensive consultancy in structures of companies (as fusion, conversion, spin-off), merger and acquisition, changes of residence Planning and regulation of successions Review and development of strategies Company valuations Setting up and improvement of controlling systems with budgets, financial and liquidity plans, Internal Control Systems Assesment of financial circumstances (incl. management information systems), Corporate Finance, Risk management, support due to bank financement Expert opinion (f.e. special audits, accountancy, insolvency)    
Setting up and improvement of accounting Organizing, installing and taking care of financial accountings as well as supporting accounts and cost accountings Value-added tax, social security insurance matters Fiscal representation of foreign companies for value-added tax Advisory services on annual accounts and financial statements Salary accountancy including salary and staff administration Social security declarations Setting up of group accounting incl. advisory services concerning accounting standards and consolidation
English Presentation
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