• Tax advice

    Complex issues solved individually

    Altendorf, Lachen, Obersee, view towards Ricken, Speer, Säntis

Tax advice

From the completion of tax declarations to the tax optimization of complex restructurings, we use our expertise to provide sustainable solutions in the interest of your business, but also taking care of your private asset situation.

  • Operational and strategic national and international tax planning and optimization for individuals and legal entities
  • Preparation of tax declarations and assumption of tax representation for individuals and legal entities (including examination of assessments, assertion of tax refunds etc.)
  • Tax advice on restructuring, company acquisition/sale, succession planning, choice of location, etc.
  • Tax advice in the real estate sector (structural advice, real estate gains tax, gift tax, inheritance tax, VAT)
  • Tax optimization in the area of occupational and private pension provision (2nd and 3rd pillar) as well as retirement planning
  • Review of transfer prices between related parties and companies
  • Review of tax compliance, including minimization of tax risks and representation in voluntary disclosures or tax penalties
  • VAT fiscal representation for foreign companies

In international matters, we cooperate with our clients' foreign tax advisors or with tax specialists from our international networks.

"After decades, our group of companies was strongly intertwined legally, organizationally and financially. Thanks to CONVISA, we are restructured in a tax-optimized way and fit for succession planning."

Moritz Betschart sen.
A. Betschart's Söhne AG