Fiduciaria Ortelli SA

About Fiduciaria Ortelli SA

Fiduciaria Ortelli is a Lugano corporate and tax consultancy that traces its activity to 1945 and describes itself as a three-generation family firm. It combines accounting trustees, real-estate trustees, financial trustees, tax advisers and certified auditors, and it relies on correspondents abroad. Clients are national and international, and the website runs in Italian, English and German with staff assisting in Italian, English, French and German. A dedicated section titled Moving to Switzerland explains the lump-sum regime for wealthy new residents and compares it with the former UK non-dom regime and Italy's substitute tax. Personal relocation work covers private tax planning, residence and work permits, finding a home, border and insurance formalities and conversion of a foreign licence. Corporate relocation covers tax planning, finding commercial space, employment contracts and work permits. The firm also offers audit, real-estate administration and asset management. Prices are not published.

Services

Operations management including accounting, taxation, payroll, reporting and human resources. National and international tax advice for individuals and legal entities. Limited and ordinary audits, capital increases and reductions. Corporate relocation to Switzerland with tax planning, premises search, employment contracts and work permits. Personal relocation with residence and work permits, housing search and formalities. Real-estate administration, valuations and asset management are also offered.

• ✕ Company formation: not listed
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✓ Payroll: offered
• ✓ Audit: offered
• ✕ Bank account assistance: not listed
• ✓ Residency and visas: offered
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed