Liora Finance Company GmbH

About Liora Finance Company GmbH

Based in Zug, Liora Finance is an independent tax and accounting consultancy offering online and in-person support to individuals, expats, freelancers and small businesses. The owner is a certified financial and tax adviser, and the small team lists German, English, Spanish and French among its working languages, which the site stresses as a way to serve clients in their own language. Tax work covers Swiss returns, withholding tax cases for B-permit holders including possible corrections and ordinary assessment, and international taxation where income, accounts or property sit in several countries, including review of tax residence and double taxation treaties. For self-employed people and small companies it provides accounting, document organisation and follow-up of tax obligations, using Bexio workflows. It also offers guidance before mortgage and similar financial decisions. A tax-deadline overview by canton and free initial consultation are published; fees are explained after the first review.

Services

Services comprise preparation of cantonal and federal returns, review of deductions, deadline extensions, withholding-tax corrections and ordinary assessment analysis, international and double-taxation advice, bookkeeping and document organisation for freelancers and small companies, professional expense review, wealth and investment document organisation for tax purposes, and guidance on the tax impact of mortgages. Fees are proposed after an initial review rather than listed.

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