Ogi Treuhand AG provides fiduciary and advisory services to businesses and private clients, including financial accounting, payroll, tax consulting, company formation, succession planning and restructuring. The firm also offers management accounting and financial planning services, retirement provision advice and a registered office/address service.
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Industry:Fiduciary Offices
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Bookkeeping and accounting for SMEs, including taking over financial accounting, advice on annual financial statements and tax returns, and assessing suitable accounting software.
Payroll accounting
Payroll accounting and payroll processing, including AHV and social security declarations, as well as support with employment law and insurance law questions.
Tax advice and tax return
Tax advice and tax returns for businesses and individuals, including VAT, withholding tax, tax planning, filing of tax returns, and representation before authorities.
Start-up and financing advisory
Start-up and financing advisory, with support for choosing the legal form, administrative start-up procedures, business and financing plans, and contacts with banks and insurers.
Succession planning advisory
Succession planning for companies, including support with legal framework requirements, business valuation, and drafting balanced handover agreements.
Restructuring advisory
Restructuring advisory for conversions, mergers, demergers, acquisitions and liquidations, with legal, financial and tax support.
Management accounting and controlling
Management accounting and controlling with cost and revenue accounting, financial planning, budgeting, reporting, process management, and strategic financial steering.
Registered office address and domicile service
Registered office address and domicile service with business address, registration in the commercial register, and receipt and forwarding of mail and parcels.
Tax advice and tax return for individuals
Tax advice and tax returns for individuals, including tax planning, completing and filing the tax return, representation, and objections with respect to assessments.
Retirement and pension planning advisory
Retirement and pension planning advisory, including analysis of your personal tax situation, an efficiency review of buy-ins, and assessment of investment options.
Financial planning and financing advisory for individuals
Financial planning and financing advisory for individuals, including budgeting, savings goals, investment strategies, mortgage financing, and debt restructuring.
Advice on marriage, cohabitation and inheritance
Advice on marriage, cohabitation and inheritance, with support for prenuptial agreements, cohabitation agreements, wills, advance directives, and estate settlement.
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