Franz Haas Treuhand AG (Meggen)

We know the high demands of our clients and place them at the center of our solutions. Personal support is the basis for your trust. We set ourselves the goal of providing you with professional and comprehensive advice.
Our services: Accounting

• Organization and setting up of accounting
• Supplement of the financial accounting as well as auxiliary accounts
• Debtors incl. dunning
• Creditors incl. payment orders
• Preparation of interim and annual reports
• Closing consultation
• Balance sheet and profit and loss analyses
• Monitoring of liquidity, cash flow and profitability
• Management of operating accounts as an aid to costing
• Budgeting and budget control
• Preparation of value added tax statements
• Cash flow statements
• Elaboration of optimization concepts

**Personnel accounting

• Management of personnel accounting incl. payment transactions
• Preparation of payrolls
• Preparation of social security statements
• Preparation of wage statements
• Withholding tax statements

**Tax consultations

• preparing tax returns for individuals and legal entities
• Checking the tax assessments made and your tax invoices
• Representation in the assessment procedure
• Representation in the objection procedure
• Representation in the appeal procedure to the administrative court in case of appeal
• Tax consultancy in the case of transformations, new foundations, mergers, business divisions, business acquisitions and sales
• tax planning
• tax optimization
• Advice on repatriation of business assets to private assets
• Preparation of property gains tax statements

**Business consulting

• Execution of a profitability audit (actual state with catalog of measures)
• Review of costing and costing bases
• Introduction of a suitable cost accounting
• Company foundations, transformations, mergers, liquidations and reorganizations
• company valuations
• Consulting for company acquisitions and sales
• Consulting for company succession

**Financing

• Assistance in preliminary clarification of the viability of the planned enterprise
• Assistance in the preparation of the budget (turnover, operating costs, investments, financial requirements)
• Assistance in obtaining the necessary financial resources
• Submission of credit applications to banking institutions

**real estate

• For the support of our clients in the real estate sector we refer you to a specialized real estate expert. This guarantees the best possible service. As we are in close cooperation with our business partners, we can bring in our thoughts and goals regarding sales, administrations, etc. and thus adjust the entire support to the client's needs.

Insurance advice

• For insurance issues, we refer you to an independent insurance broker with whom we work very closely. This allows us to combine your optimal insurance coverage with tax and business policy objectives. Also for your pension planning we work out a solution tailored to your needs in cooperation with our independent partners.

Wealth Advice

• For asset consulting, we refer you to an independent and recognized company with which we work closely and can thus work out the optimal solution for you that is tailored to your needs. In a personal meeting, your return expectations and risk tolerance will be discussed in detail so that your goals can be achieved. Through our close cooperation we can also include your tax planning.