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DirectoryFinance & InsuranceFiduciary OfficesPuidouxLoza Finance Sàrl
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Loza Finance Sàrl

Summary

About the company

The core activity of Loza Finance is the provision of fiduciary services and financial consulting for private and professional clients.

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Products & services

Industry:Fiduciary Offices
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Accounting
Ongoing bookkeeping, bank reconciliations, management of receivables and payables, periodic and annual closings, and budget planning for self-employed clients, SMEs and associations.
Payroll and HR Administration
Payroll statements, employment contracts, withholding tax, salary certificates, social contributions, insurance handling, and administrative HR support for personnel files, onboarding, offboarding and unused vacation balances.
Tax Advisory
Tax returns for individuals and legal entities, VAT and withholding-tax statements, objections, and tax optimisation within the scope of the file.
Financial Analysis
Comprehensive analysis of income, expenses, assets, taxes, insurance, retirement provision, investments and risk coverage for private clients, self-employed clients and business managers.
Audit and Internal Control
Analytical review of accounts, implementation and ongoing support of internal controls, and preparation of documents for third-party audits or reviews.
Real Estate Financing
Support for property purchases or mortgage renewals, financing search, file analysis, and comparison of offers from banks, insurers and pension funds.
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Location

Hier entsteht die Karte
Route de la Gare 7
1070 Puidoux

At a glance

Legal form
Limited Liability Company
UID
CHE-474.430.476
Founded
2022 · 4 years
Last commercial register change
January 20, 2025
Employees
1 to 10

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