Abelia Wirtschaftsprüfung und Beratung AG

Abelia Wirtschaftsprüfung und Beratung AG

Abelia is a competent and customer-oriented fiduciary and consulting company based in Basel. Our proven specialists have been your reliable partner in the areas of fiduciary services, auditing, tax and management consulting for many years. We strive every day to provide the best possible solutions and services for our clients and, with our dedicated team, are among the industry leaders in the region. We serve nationally and internationally active SMEs and Swiss subsidiaries of international corporations in a wide range of industries, occupational pension foundations, traditional foundations, associations, and private individuals.

Our services

Abelia offers tailor-made solutions in the areas of fiduciary services, auditing, taxes, and management consulting.

Fiduciary services:

We take care of all your accounting needs and prepare customized reports so that you can make business decisions based on timely, high-quality information and focus on your core business with confidence.

• Accounting (traditional or digital)
• Financial statement consulting and preparation
• External controlling with periodic reporting
• Personnel administration
• Tax administration
• Temporary management
• Domicile provision

Financial auditing:

We carry out all statutory and voluntary audits efficiently, purposefully, conscientiously, and on time, taking a risk-oriented approach and always complying with professional requirements for licensing and independence. In addition to fulfilling our legal obligations, we are also available to advise you.

• Regular audits within the scope of an audit mandate in accordance with Art. 727 OR
• Limited audits within the scope of an audit mandate in accordance with Art. 727a OR
• Auditing and advising pension funds in accordance with the BVG (Federal Law on Occupational Retirement, Survivors' and Disability Pension Plans) and traditional foundations/NGOs
• Auditing of the formation report in the case of a qualified formation (contribution in kind or transfer of assets) or subsequent payment
• Auditing of the capital increase report in the case of a qualified capital increase
• Audits in connection with the distribution of an extraordinary dividend
• Audit in the event of the cancellation of a subordination agreement
• Auditing of the report in the event of a capital reduction with or without the release of funds and for the elimination of a balance sheet deficit
• Audits within the scope of the Merger Act (reorganization merger, conversion of a sole proprietorship into a legal entity, etc.)
• Audit in the event of revaluations to eliminate a deficit in accordance with Art. 670 para. 2 CO
• Audit of interim balance sheets at going concern and disposal values in accordance with Art. 725 para. 2 CO
• Audits within the scope of liquidations (opening, interim, and closing balance sheets, as well as in the event of premature distribution of assets)
• Special audits in accordance with the Swiss Code of Obligations
• Voluntary review of companies that are not subject to mandatory auditing
• Audits of financial figures in the context of company acquisitions (due diligence)

Taxes:

Taxes are the link to the state. We help you optimize your taxes within the legal framework, whether by completing your private and/or business tax returns or by taking tax planning measures in advance. In doing so, we always keep an eye on the overall financial planning situation in order to ensure long-term economic success

• Tax advice for national and international situations
• Preparation of tax returns for individuals and legal entities
• Design of tax-recognized expense regulations for employees and executives
• Tax planning and optimization for companies (salary and dividend policy, coordination of depreciation, replacement investments, offsetting of losses, etc.)
• Assessment of tax risks for management and the board of directors
• Company relocation (preparation of tax rulings, organization of work permits, location evaluation, etc.)
• Preparation of rulings for those subject to expenditure taxation (flat-rate taxes, optimization in international situations, location search, etc.)
• M&A and restructuring from a tax perspective
• Review and adaptation of existing structures to the new tax landscape (restructuring, M&A, corporate tax reform, reorganization, etc.)
• Support for taxpayers with complex circumstances in a national and international environment (HNWI, athletes, entrepreneurs, executives/expatriates, etc.)
• Implementation and optimization of social security contributions in international contexts (secondments, EU directives, social security agreements)
• Development of independent financial plans for individuals (estate planning, retirement, reorientation, etc.)
• Tax optimization for planned transactions and investments (income taxes, real estate gains and transfer taxes, real estate taxes, VAT, stamp and withholding taxes, gift and inheritance taxes, etc.)
• Optimization of insurance premiums (BVG, AHV, UVG, daily sickness benefits)
• Disclosure of previously untaxed income and assets (voluntary disclosure without penalty)
• Representation in appeals and supplementary and penalty tax proceedings
• Value added tax consulting

Management consulting:

We support you in financial management in all phases of your business:

• Support with start-ups and assistance for start-up companies
• Preparation of business plans, capital requirements, financial and liquidity planning
• Sparring partner for company owners or managing directors in all financial matters
• Serving on the board of directors
• Support with company acquisitions, mergers, spin-offs, etc.
• Preparation or second opinion on company valuations
• Coaching for restructuring and liquidation
• Support with company sales

Our team

Our team consists of certified auditors and proven experts in fiduciary, tax, financial, and accounting matters. We have a wide range of experience, are good listeners, can quickly familiarize ourselves with a wide variety of situations, are solution-oriented, and thus quickly achieve high customer value. Our philosophy is to think entrepreneurially, provide comprehensive and individual advice, and deliver our services conscientiously and efficiently. Let us convince you!