Dreieck Fiduciaria SA

Dreieck Fiduciaria boasts decades of experience and offers comprehensive consulting services both domestically and internationally. Our specialists' expertise enables in-depth analysis and integrated solutions.

Dreieck Fiduciaria has always stood out in its first 40 years of existence thanks to the methodology and professionalism with which it provides its consulting services and manages its mandates. The departmental organization, combined with excellent communication, allows for in-depth analysis of various issues across the board.

Dreieck Fiduciaria offers a wide range of high-quality services. Its three main areas of activity are: business consulting, tax consulting, and corporate services. Since 1972, Dreieck Fiduciaria has acquired in-depth knowledge and extensive experience. The customization of our solutions is one of the winning factors of these first forty years of market presence.

The range of products offered in the business sector extends from pure administrative consulting to the organization and maintenance of accounting, without excluding the importance of human resources management. The skills and professionalism of our staff allow us to offer consulting services aimed at meeting the ever-growing needs of the market.

Accounting services

• Organization and bookkeeping
• Preparation of annual accounts, interim financial statements, and consolidated financial statements
• Personnel management and administration

Auditing services

• Acceptance of audit mandates in accordance with the provisions of the Swiss Code of Obligations and special mandates as authorized audit experts
• Acceptance of SRO (Self-Regulatory Organization) audit mandates in accordance with the "Anti-Money Laundering Act" (AMLA)

Consulting services

• Preparation of business plans, budgets, financial plans, and balance sheet analyses
• Calculation and analysis of corporate investments and ROI
• Consulting in the field of corporate restructuring:
  – Restructuring
  – Transformations
  – Mergers and demergers
  – Valuation, due diligence, and corporate TAC

Rapid changes in legislation require tax experts to keep up to date. Thanks to the flexibility of our specialists, Dreieck Fiduciaria is able to offer its assistance, paying the utmost attention to the specific requirements of each individual case.

Services

• Preparation of Swiss tax returns for individuals and legal entities:
  – Federal, cantonal, and municipal taxes
  – Withholding tax
  – Federal and cantonal stamp duty
  – Real estate gains tax
• Verification of tax assessment notices
• Tax advice on gifts and inheritance
• Tax refund claims, tax litigation
• VAT advice
• Tax representation and domiciliation in Switzerland
• Tax check-up and optimization
• Advice on global taxation on expenditure (flat rate)
• Study and application of double taxation agreements
• Procedures for obtaining residence and work permits

Corporate services have always been the cornerstone of our business. The expertise of our professionals and their long experience in the field enable us to offer effective solutions that meet the ever-growing needs of our clients.

Services

• Study for the implementation of corporate structures
• Incorporation and management of Swiss and foreign companies
• Representation as administrative bodies of companies
• Tax advice in the context of company formation and tax agreements (tax rulings)
• Assistance with succession planning (trusts and foundations)
• Redomiciliation and transfer of registered offices
• Liquidation of companies
• Fiduciary registrations and fiduciary mandates
• Domiciliation and secretarial services