Treufida AG provides fiduciary and tax services focused on doctors and medical practices. Services include bookkeeping and annual financial statements, tax returns for individuals and legal entities, payroll and HR administration, practice financing and valuation, support for practice acquisitions and start‑ups, succession planning and related administrative tasks.
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All fiduciary services for individual and group practices, including tax returns, bookkeeping and preparation of annual financial statements, personnel administration, VAT reporting and practice budgeting.
Practice consulting
Consulting for the establishment and opening of individual and group practices, practice valuations, succession arrangements, financing and investment planning, and practice optimisation.
Practice financing
Financing for practice takeovers, investments, practice expansions, real estate and tangible assets, as well as private financing solutions.
Practice valuation
Valuation of medical practices to determine the fair practice value, in particular with regard to sale, takeover and succession arrangements.
Practice acquisition & start-up
Support for practice takeovers and practice start-ups, including review of profitability, cost structure, financing, contracts, taxes and purchase price.
Exclusive practice marketplace & succession arrangements
Intermediation of practice takeovers and practice sales with carefully selected practices, support before, during and after the takeover, and succession solutions.
Tax optimisation
Tax optimisation for physicians, addressing deductible expenses, tax burden, AG/GmbH incorporation, tax progression and tax advantages and disadvantages.
Bookkeeping for medical practices
Efficient bookkeeping, analysis of financial key figures, chart of accounts adjustments, and comparison with other practices as a basis for practice optimisation and decision-making.
Personnel administration and payroll
Optimal payroll and personnel structure, payroll statements, wage notifications, withholding tax filings, wage certificates and personnel development in medical practices.
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