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DirectoryFinance & InsuranceFiduciary OfficesBaarHeldstab Treuhand AG
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Heldstab Treuhand AG

Summary

About the company

The core activity of Heldstab Treuhand AG is the provision of trust services, including: corporate consulting, company formations, accounting and financial accounting, payroll accounting, asset management, tax consulting and planning, auditing and revision. The company thus offers comprehensive services for companies and private individuals in the areas of finance, taxes and accounting.

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Offering

Products & services

Industry:Fiduciary Offices
✓ Offered6
Accounting
Organising, setting up and managing financial accounting, subsidiary ledgers, interim and annual financial statements, analyses, reports, budgets, forecasts, as well as VAT return processing and advisory.
Tax advisory
Preparation of tax returns for individuals and legal entities, advice on tax matters and tax planning, representation before tax authorities as well as real-estate capital gains and tax audits.
Business consulting
Company formations, articles of association and commercial register matters, business plans and financing templates, succession arrangements, restructuring, turnarounds and liquidations.
HR administration
Managing payroll accounting, social insurance reporting, payslips and wage statements as well as employment contracts, personnel and expense regulations.
Auditing
Auditing of annual financial statements as a statutory auditing body with limited audit for public limited companies, GmbHs, foundations and associations.
Asset management
Independent asset management, determining customers' needs and risk profile, agreeing the investment strategy and handling implementation and reporting.
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Location

Bahnhofstrasse 13
6340 Baar

At a glance

Legal form
Corporation
UID
CHE-404.383.676
Founded
2011 · 15 years
Last commercial register change
April 11, 2025
Employees
1 to 10

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