PM Fiduciaria Sagl is part of the PM Group and provides fiduciary, tax, corporate and business consulting services. Its core activities include accounting, audits, personnel administration, and tax declarations for individuals and legal entities.
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Industry:Family Offices
✓ Offered8
Global services and family wealth
Review of generational transfers, succession planning and asset protection; wealth controlling, support in selecting the banking partner and assessment of financial transactions.
Tax and pension advisory
Tax advice for individuals: tax returns, recovery of foreign tax credits, VAT, indirect taxes, tax ruling, tax regularisation and pension-related aspects.
Asset regularisation
Advisory services for voluntary disclosure, voluntary disclosures for late reporting (ravvedimenti) and self-disclosures regarding income and assets, with support in tax regularisation procedures.
Commercial and financial development
Advisory services for strategic positioning of the business, increasing revenue, staff selection, business plan, budgeting, financial reporting and identification of acquisition targets.
Tax and corporate advisory for SMEs
Support from incorporation through accounting, tax and pension-related matters; annual and consolidated financial statements, roles on the board of directors, interaction with tax and pension authorities, VAT and customs.
Accounting and payroll
Bookkeeping entries, annual closings, tax filings, VAT statements, payroll management and social contribution charges, work and residence permits, secretarial services and correspondence.
Bookkeeping for income-producing real estate
Recording and financial reporting, management of administrative and tax aspects of income-producing real estate located in Switzerland.
Business reorganisation and corporate restructuring
Purchase and sale of share packages, appraisal and valuation, mergers, demergers, contributions, sale of business units and liquidations.
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