Divisia Treuhand AG (Wallisellen)

Welcome to Divisia Trust and Tax Consulting in Zurich Wallisellen

Divisia Treuhand AG combines the fields of fiduciary services, management consulting and auditing - with foresight and interdisciplinary competence. We are your reliable partner in the areas of fiduciary services, tax consulting and auditing in the region of Zurich, Wallisellen, Dübendorf, Brüttisellen, Dietlikon, Bassersdorf, Kloten and Rümlang.

We offer individual services from one source, which take into account the needs and possibilities of our clients.

As trustees, tax advisors and business consultants, we pursue the vision of a comprehensive, holistic and cooperative partnership that is focused on one goal - your success.

Our vision is of a comprehensive, holistic and partnership-based cooperation with you, focused on one goal - your success.

Our strategy is to provide a comprehensive and competent range of services across all disciplines, enabling you to focus your energies on one thing - your core business. In doing so, we relieve you of administrative work so that you can use your resources more effectively and in a more targeted manner - for your business.

Our team is flexible, customer-oriented and discreet. It addresses your concerns with competence, foresight and empathy.

Proactive and forward-looking, we make recommendations and advise you even when we are not specifically asked - in your interest.

We know that we do not know everything. But we have a tried and tested network of external partners whom we call in for all problems in which we are not pronounced experts - to your satisfaction.

**In good hands

Fiduciary services are more than just accounting, they are individual and diversified support as a holistic service. The basis for this is your trust, which we want to gain through a high degree of interest, commitment and willingness to identify.

Concentrate your time resources entirely on your core business and hand over to us the time-consuming administrative work in bookkeeping, accounting and personnel administration. When deciding on the scope of outsourcing, there is one thing you should not forget: the more holistic the external consultancy, the greater will be your benefit.

Accounting and bookkeeping

The day-to-day management of the entire financial and accounting system of your company represents a control instrument for you that should not be underestimated. The up-to-dateness of the accounting is the basis for timely evaluations and a monthly budget control. In this way, positive as well as negative developments in the course of business can be recognized at an early stage and the necessary measures can be taken in time - a central prerequisite for your company's success.

We handle all your financial accounting and payment transactions, manage your accounts receivable and process collection cases. We prepare your annual financial statements and provide you with strategic advice. All we need from you are the periodic receipts, which we either return to you after processing or, if you wish, store in our offices.

Our services include, but are not limited to:- Accounting

• Financial and operational accounting
• cost accounting
• Accounts receivable / accounts payable
• value added tax accounting
• Interim financial statements
• Closing consultation

Wage and personnel administration

Employing personnel is a multi-layered social and administrative challenge for a company. The monthly transfer of wages alone is not enough. Rather, a holistic view of laws, insurances, contracts and wage models is necessary in order to deploy resources in a targeted and flexible manner - for successful operation in the market.

We handle your payroll accounting and personnel administration comprehensively and confidentially, advise you on questions of employment law and social insurance, draw up personnel and expense regulations and inform you about changes in the law that are relevant to your employment relationships.

Our services include, but are not limited to:- Payroll accounting

• Administration of personnel dossiers
• AHV and social security declarations
• Social security consulting
• Preparation of personnel and expense regulations

**Tax consulting and optimization

Professional tax consulting is characterized by consistent and long-term planning. We analyze your current situation and define the objectives together with you - for a sustainable cost optimization.

We represent you in all tax matters with the relevant authorities and offices. As the interface between you and the insurance companies, we also take care of all insurance-related issues and complete your tax return in accordance with the current legal requirements.

We optimize for you:- Income and wealth taxes

• Capital and profit taxes
• Taxes in case of mergers and transformations
• Real estate gains taxes
• Inheritance and gift taxes
• Your private tax return (filling in the tax return)

Financial planning and controlling

Long-term financial and liquidity planning depends on your business strategy. It is the mirror of strategic decisions, because at the end of the day all business decisions must be financially feasible. The goal is to secure your company's solvency in the medium and long term while optimizing the cost of capital. We design this process together with you, individually aligned to your company - for the long-term safeguarding of your entrepreneurial success.

On the basis of monthly budget comparisons, we monitor the course of business and thus the development of success and liquidity. We show you new financing possibilities for your company, as well as compare and check possible financing instruments or investment objects.

Our services include, but are not limited to:- Budgeting

• investment calculations
• Examination of financing alternatives
• Support in bank negotiations
• Reporting for internal / external needs

**Family Office

Your professional success demands a great commitment of time and energy every day. For family, friends, hobbies and last but not least for yourself there is often not much left over from the day. We relieve you and support you in private areas, financial as well as personal - so that you can enjoy your well-deserved evening off.

Our services in the private sphere are based entirely on your wishes and ideas. Almost anything is possible - just let us know your needs. Flexibility and the ability to improvise are also among our strengths!

Our services include, but are not limited to:- Reviewing and processing your private mail

• Processing of your payments
• financial management
• General private administration / filing
• Private errands of all kinds
• Organization of trips, events, etc.

Business start-up

You have the business idea - we support you in its realization and accompany you in all phases of your business activity - until success and further.

We advise you on the choice of legal form and take care of new registrations, mutations or dissolutions of companies in the commercial register. We develop your business plan, which serves as a decision-making basis for investors and as a control instrument for the management. Furthermore, we assist you in the preparation of articles of association, make clarifications for the naming of companies and evaluate possible locations.

Our services include, but are not limited to:- Business plan

• Advice on the choice of legal form
• company clarification
• location evaluation
• Preparation of the foundation documents
• New registration / mutation
• Registration with authorities and insurances
• Social security consulting
• Granting of domicile

Business consulting

Success is only visible if it is measurable and the results can be compared with the formulated goals. Do you know the most important key figures of your income statement and thus your opportunities and risks? Liquidity, profitability, financing ratios, investment and profit ratios are information you need to determine where your company stands - so you know where you stand.

Together with our partners, we also offer you advice and support in business management matters beyond the figures.

Our services include, but are not limited to:- Financing advice

• Budget planning and control
• Investment planning
• Strategic consulting
• marketing consulting
• personnel consulting

Restructuring / Succession planning

When it comes to succession planning, as well as the conversion and sale of your company, early planning can provide clarity, avoid hassle and often save taxes.

The tax consequences of restructuring, buying or selling a company are not insignificant. We help you to use the resulting tax potentials as well as to avoid tax traps - in order to lead your transaction to success.

In the case of planned restructuring or sale of a company, we prepare a company valuation and help you to optimally implement the intended structural changes. We handle legal issues with the support of our partners.

Our services include, but are not limited to:- Company valuations

• Audits in case of restructuring / purchase / sale / merger
• liquidations
• Due diligence audits

Financing / Restructuring

Insufficient or missing financial planning can lead your company into a crisis. A possible way out is restructuring and becomes necessary at the latest when your company is over-indebted or even insolvent. Already when the first problems appear (e.g. insufficient profitability or loss of capital), a timely implementation of financial measures can still avert the crisis - to bring you back on the road to success.

We support you in business, legal and tax restructuring measures with the aim of restoring the profitability and liquidity of your company.

Our services include, but are not limited to:- Balance sheet and performance analysis

• Opportunity / risk analysis
• Liquidity planning
• Accounting reorganizations
• Liquidity and accounts payable management
• Support in credit and receivables negotiations

**Legal advice

Solid legal foundations and contracts provide security - whether in the private sphere or in the business environment. Private individuals, sole proprietorships, corporations or foundations have their own legal needs, which should be taken into account with individual solutions. Together with our legal partners, we are always at your side in all areas and legal forms - because success also means security.

We advise you individually and competently in all matters of:- commercial and corporate law

• Debt enforcement and bankruptcy law
• General contract law
• labor law
• Marriage and inheritance law

Creating trust and security

Since the amendments to the Code of Obligations and the Stock Corporation Act, the obligation to have an audit no longer depends on the legal form but on the size of your company. The introduction of the limited audit and the possibility of "opting out" certainly meets the needs of SMEs, but a properly audited annual financial statement still creates greater confidence among investors and stakeholders.

The voluntary performance of an audit signals a certain sense of responsibility. Thanks to the improved quality of the annual financial statements, security is increased and risks reduced - an added value for your company.

We coordinate the scope of our auditing activities with you and find a solution that meets your requirements and the size of your company.

Our services include, but are not limited to: - Ordinary audits

• Limited audits
• special audits
• expert opinions
• company valuations

Location:

Our offices are located at Hertistrasse 1 in building A.

Visitor parking is available directly in front of the building.

If you use public transportation: You can reach us by Glattalbahn (line 12, station Belair) or by S-Bahn (6 minutes walk from Wallisellen station).

Member Treuhand Suisse