CV Finances SA is a fiduciary firm offering bookkeeping, payroll and HR administration, tax services for SMEs and individuals, and business advisory services. The firm provides ongoing client support and regular reporting throughout the year.
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Industry:Fiduciary Offices
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Accounting & financial monitoring
Maintenance of the accounting, review of the accounting maintained at the client’s, annual closings, interim statements, regular financial monitoring, audit of the accounts.
Taxation
Tax returns for individuals and legal entities, VAT return, tax planning, legal tax optimisation, requests for rulings, objections and correspondence with the authorities.
Payroll & HR management
Preparation of payrolls, AHV, BVG, UVG, IJM and withholding tax declarations, management of entries and exits, salary certificates, HR administration.
Business consulting & support
Support for company leaders, structuring of administrative and financial matters, analysis of the overall situation, help with decision-making, support during phases of development or change.
ERP implementation and management tools
Needs analysis, selection of ERP solutions, accounting, invoicing, HR and time tracking, configuration, structuring of the databases, aligning them with the processes.
Tax declarations
Cantonal and federal tax returns, for employees, retirees and self-employed persons, Swiss and foreign income, tax deductions, verification of the tax assessments received.
Personal and family situations
Tax support for marriage, separation, divorce, change of family status, birth of a child, retirement, change of canton or country.
Tax objections and correspondence
Analysis of tax decisions, drafting of objections, monitoring exchanges with the authorities, explanation of the issues and the chances of success.
Real estate taxation
Taxation of real estate income, deductions related to maintenance and renovations, distinction between expenses and investments, legal tax optimisation.
Real estate capital gains
Calculation of the real estate capital gain, analysis of the holding period, taking into account admissible costs, anticipation of tax on the real estate capital gain, analysis of rollovers or exemptions.
Income-producing properties
Tax analysis of rental income, accounting support, distinction between private and business expenses, follow-up of results, structuring of ownership privately or via a company.
Condominium ownership (PPE)
Administration and accounting for condominium ownership (PPE), analysis of the co-owner’s situation, tax treatment of PPE charges, reading of the statements, integration into the tax return.
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