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DirectoryFinance & InsuranceFiduciary OfficesChoulexCabinet Fiduciaire et Comptable, Graziano Forte
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Cabinet Fiduciaire et Comptable, Graziano Forte

Summary

About the company

Cabinet Fiduciaire et Comptable, Graziano Forte provides fiduciary and accounting services focused on private clients, including tax advice, insurance matters, assistance with property acquisition, immigration support, negotiation of lump-sum tax arrangements and the organization of therapeutic stays for foreign clients.

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Offering

Products & services

Industry:Fiduciary Offices
✓ Offered9
Tax advisory
Study of the tax situation, analysis and optimisation advice, preparation of tax returns, full management of the file, correspondence with the tax authorities.
Accounting
Maintenance of accounts with monthly to annual closing, preparation of the income statement and balance sheet, periodic settlements for the administration, adaptation to the level of the client’s autonomy.
Insurance advisory
Analysis of risks and coverages, advice on optimising the insurance portfolio, tender requests and analyses for the best choice, optimisation of costs related to the policies.
Home ownership
Assessment of the investment potential, simulation of costs, financing study, tender requests for a mortgage loan and life insurance, search for real estate properties.
Immigration to Switzerland
Assessment of the chances of success, definition of the appropriate approach, identification of partners, preparation of the file for settling in Switzerland.
Business organisation and management
Advice on managing accounting documents; administrative tasks can be taken on if needed; solution FiduForte for invoice creation and monitoring; advice on management IT.
Business development
Incorporation or development of the company, preparation of business plans before or after incorporation, assessment of the profitability of investments.
Website development
Define the requirements, specifications, design and copy, go-live with a web partner, optimisation of search engine ranking.
Training
Individual courses tailored to needs, group courses for using the management software, guidance towards continuing education with recognised organisations.
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Location

Route de Choulex 111
1244 Choulex

At a glance

Legal form
Sole proprietorship
UID
CHE-109.950.115
Founded
2002 · 24 years
Last commercial register change
July 16, 2012
Employees
1 to 10

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