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Leu Martina Steuerberatung & Finanzdienstleistungen (Basel)

5,0
Leu Martina Steuerberatung & Finanzdienstleistungen has been rated 5 out of 5 stars
2 Reviews

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About Us

I offer tax consulting services for individuals and self-employed persons.

My clientele is demanding, which is why my top priority is to respond to their tax needs.

I founded my sole proprietorship Martina Leu Steuerberatung & Finanzdienstleistungen in April 2000 in Basel.

I mainly advise private individuals and self-employed persons who value personal and competent service. Thanks to many years of professional experience, I am able to offer you tailor-made and practical solutions. In order to provide comprehensive and competent advice, I work with external specialists when necessary.

*Services

Comprehensive tax services - "That is not possible" is a foreign word to me.

I offer you a comprehensive tailor-made tax consulting service. If necessary, I draw on my partner network of selected external specialists. Together with them we work out your tax planning.

Let me convince you.

**Tax consulting

Tax planning requires knowledge of the tax mechanisms "à fonds" for individuals as well as for self-employed persons and partnerships.

In a holistic tax planning, the existing tax situation is first analyzed precisely and comprehensively. Income, expenses and assets are recorded and all possible tax saving measures are carefully examined.

Taxes can best be optimized through long-term planning. If the facts have already been established, it is difficult to limit the damage. You can expect concrete recommendations from me for a sustainable reduction of your tax burden.

For natural persons I offer the following tax services:

  • Tax consulting and tax planning
  • Preparation of tax returns
  • Property gains tax returns
  • Tax returns for self-employed persons
  • Advice on moving to or from other cantons or to/from abroad
  • Review of tax decisions/assessments/invoices
  • Representation before authorities and appeal bodies
  • Drafting of objections and appeals
  • Advice in the areas of inheritance and gift taxes

For legal entities such as limited liability companies and stock corporations, please see the offer of the

accounting service

"Only who has the head free, has strength for new ideas "

An appropriate accounting system is a central and indispensable management tool. Transparent and professionally prepared accounting figures form the necessary basis for entrepreneurial decisions.

Which services in the field of accounting for private individuals and self-employed persons can you expect from me?

  • Keeping of accounts
  • Preparation of interim and annual financial statements
  • Budgeting, financial and liquidity planning
  • Preparation of value added tax statements
  • Keeping real estate accounts
  • Execution, control and monitoring of payment transactions
  • Consulting in accounting as well as closing consultations

Services for legal entities see LTG Treuhand GmbH

**Financial consulting

"As life goes "

Financial questions are also life questions.

Thanks to comprehensive financial advice &planning, I provide you with clarity about your overall financial situation so that you can make the most of your income and assets at every stage of life.

Pension advice

"Enjoying the fruits of your labor"

Taking the long view in pension consulting is of central importance. It is never too early to start worrying about your pension and retirement security. Old age and its consequences will take care of you soon enough!

I am always at your side for periodic reviews of the measures taken. If necessary, with the involvement of my external partners, I will accompany you into your future. Only a regular control supports the desired success.

You can expect the following services from me in cooperation with my external partners:

  • Comprehensive pension consulting, in particular pension analyses with detection of pension gaps
  • Planning for early retirement
  • Creation of individual pension plans

**Real estate consulting

"Managing real estate professionally"

Real estate can form a weighty part of your assets. If necessary, with the involvement of external specialists, I will be happy to advise you regarding your decisions in the real estate sector.

Which real estate services can you expect from me and my external partners?

Property management

Contract management, leasing, support and maintenance, condominium ownership

real estate consulting

Market information, appraisals, market and location analyses, real estate development, profitability analyses

real estate - construction and sales

Purchase and sale, brokerage, initial letting, builder's representation

Marriage, inheritance and property law

"Provision protects against worry!"

In order to avoid disappointed survivors, disputes among heirs or disputes that are difficult to resolve, it is advisable to deal with property and inheritance law in good time. It is often better to determine individual legally coordinated regulations than to rely on the standard provisions. The law offers a great deal of leeway in this regard.

For married couples, however, the boundaries are more narrowly drawn. They must comply with the matrimonial property law. Marital property law governs the spouses' property relationships during and upon dissolution of the marriage through divorce or death. Inheritance law governs how the estate is divided between the heirs.

If required in cooperation with my external partners I offer the following regarding matrimonial law, law of succession and property law:

  • Legal clarifications and advice in all areas of matrimonial and inheritance law as well as matrimonial property law
  • Drafting of marriage and inheritance contracts and testamentary dispositions as well as inheritance division contracts
  • Drafting and editing of contracts and agreements
  • Assumption of executor mandates
  • Advice in connection with the division of estates and undivided inheritances
  • Drawing up providential orders

Martina Leu Tax consultancy & financial services Steinenring 15 P.O. Box 4009 Basel

Phone: +41 61 271 15 07 Fax: +41 61 271 16 56 E-mail: martina.leu@leu-steuerberatung.ch

This text has been machine translated.

Languages

German

Location and contact

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Leu Martina Steuerberatung & Finanzdienstleistungen

  • office address office address

    Steinenring 15 4051 Basel

  • Phone Phone
    0612... Show number 061 271 15 07 *
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5,0
Leu Martina Steuerberatung & Finanzdienstleistungen has been rated 5 out of 5 stars
2 Reviews

2 reviews from older local.ch. archives

Data from June 2019

Leu Martina Steuerberatung & Finanzdienstleistungen has been rated 5 out of 5 stars
Average: 5,0 of 5

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Leu Martina Steuerberatung & Finanzdienstleistungen

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09:00 - 17:00 opening hours
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