Aeberli Treuhand AG

About Aeberli Treuhand AG

Established in 1946 and now run by its fourth generation, this fiduciary and audit practice operates from four Swiss offices: Zurich, Horgen, Zug and Lucerne. It serves everyone from individuals and small businesses to internationally active groups. The offer combines audit and assurance work, accounting, payroll, tax, legal consulting, succession and M&A advice, cyber security reviews and estate planning, alongside an in-house training academy and temporary finance staff. A distinct US tax line supports American citizens and expatriates, including delinquent filings, FATCA and FBAR questions, tax representation, services for non-US citizens and US payroll tax advice for companies. The firm also helps companies introduce IFRS and Swiss GAAP FER reporting and acts as component auditor in international structures. The website is available in German and English; formation of companies is only touched on through audits of founding documents, not as an incorporation service.

Services

Accounting covers bookkeeping, VAT returns and tax returns, while payroll includes salary and personnel administration. Tax services include returns for individuals and companies, planning, rulings, representation, property gains tax and a tax review. The US tax line handles expatriate returns, FATCA and FBAR and US payroll tax. Audit work covers statutory audits, incorporation audits, capital changes, conversions and group accounts under Swiss law, plus internal control reviews, succession, M&A and estate planning.

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