The firm provides a comprehensive range of accounting, payroll, tax, audit and business advisory services, helping clients manage their financial and administrative requirements while providing practical advice on wider business decisions. Its advisory work includes company formation, restructuring, valuations, succession planning, inheritance matters and pension planning.
Bolliger Treuhand also serves international clients, drawing on an international network of fiduciaries and lawyers to assist with cross-border matters and connect clients with local specialists. The firm emphasises discretion, independence and personalised service, and provides services in several languages, including English, French and Italian.
- Accounting & Bookkeeping
The firm manages accounting for businesses of different legal forms, including subsidiary ledgers, annual and interim accounts, budgeting, liquidity planning and VAT returns. - Payroll & Salary Administration
Provides payroll processing covering salaries, expenses, holidays, social-security contributions and withholding taxes, as well as support with employment and social-security questions. - Tax Advisory & Compliance
Advises companies and individuals on tax returns, assessments, objections and appeals, tax planning, property gains tax, advance tax rulings and VAT matters. - Corporate & Business Advisory
Advises on company formation, conversions, restructuring and liquidation, as well as shareholder agreements and broader organisational matters. - Business Valuation
Provides valuation expertise to support corporate transactions, restructuring and succession-related decisions. - Business Succession Planning
Helps business owners plan and implement succession arrangements, including the financial and tax considerations involved in transferring ownership. - Estate & Inheritance Advisory
Advises on inheritance matters, wills and estate administration, including acting as an executor where required. - Financial & Retirement Planning
Provides advice on pension planning and early retirement, helping clients structure their longer-term financial affairs. - Audit & Assurance
Through its independent audit partner, Rovisa Wirtschaftsprüfungs AG, the firm supports statutory audits, voluntary examinations, special audits and investigations into suspected misconduct. - Online / Digital Accounting
Offers online bookkeeping through ABAWEB, allowing clients and the firm to access continuously updated accounting information remotely and work collaboratively.
