Steuri + Partner AG (Zürich)

Welcome to Steuri + Partner AG. You have come to the right place for advice on finance, taxes, real estate and general fiduciary services. Find out more about our services and what we can do for you:

Your business figures under control.

Entrepreneurs appreciate being able to take care of their business without distractions and focus on their core tasks. Leave the handling of your figures to us. We will relieve you competently and efficiently in all matters of finance and accounting and will be happy to answer your questions.

Accounting follow-up

We manage your bookkeeping from A to Z and in accordance with your needs. Depending on your wishes, we can take over only selective parts or the entire administration of your company. Our services include:

• Financial accounting (incl. sub-ledgers)
• cost accounting
• payroll accounting

Financial statement consulting and preparation

We prepare your interim and annual financial statements. In addition, we provide you with comprehensive advice on tax implications and possible future scenarios. We calculate the most important key figures for you and prepare reports that precisely meet your needs. It is our concern that you not only know about the past, but are also comprehensively prepared for the future.

Budget consulting and preparation of liquidity and financial plans.

Do you have questions about financing your business? We can help you:

• create your budget
• identify items that are particularly relevant to your budget
• develop liquidity and financial plans
• design business plans
• to find financing possibilities

**Controlling

If you wish, we can analyze your company or individual areas, draw up company comparisons, help you plan your strategies - and monitor their implementation. The view of a professional from the outside can help you to see more clearly and to identify possible critical positions at an early stage.

The optimal handling of taxes

Individuals and legal entities benefit equally from our professional tax advice. We advise individuals and companies on all tax issues. Our services include:

• Completing tax returns
• Performing tax calculations
• Checking assessment proposals
• Checking tax invoices and tax assessments
• Formulate objections and appeals

We also answer your questions about tax laws with the following focus:

• Inheritance and gift tax
• Real estate gains tax
• Value Added Tax
• withholding tax

In very comprehensive tax matters (e.g. complex questions concerning value added tax), we work together with proven experts.

Request a non-binding consultation with Steuri + Partner AG. We will be happy to help you.

Tax optimization for private clients and companies.

Please note: All measures for tax optimization in the current year (e.g. payment into pillar 3a, additional payments into the pension fund) must be carried out early, i.e. by approx. 20 December, so that the payments can still be booked by the recipient in the current tax year. Measures that are not carried out until later will no longer have any effect on the tax declaration for the corresponding year.

Therefore: Plan your tax optimization early! We will be happy to advise you.

Human Resources

We take over your entire payroll administration and relieve you so that you can concentrate on your core tasks.

Steuri + Partner AG:

• prepares and sends out payrolls, taking into account legal and contractual requirements
• manages your payroll accounting
• processes all necessary forms during the year and at the end of the year flawlessly (accident and illness reports, EO forms, wage statements, social insurance and withholding tax statements, etc.)
• clarifies all legal issues in case of personnel problems
• calculates wage claims, vacation credits, notice periods, etc.
• represents your concerns during audits by authorities (employer inspections, etc.)

We will be happy to advise you personally on your concerns. We look forward to getting to know you.

The strong partner of your company.

Our management consultancy offers you a wide range of services. For example:

Foundation

You would like to start your own business, the question arises as to the appropriate form of enterprise. Above all, you want to know exactly the legal and financial implications. Depending on your goals, your industry and your activity as an individual or with partners, one or the other legal form is more suitable - we work with you to determine the one that best meets your needs.

**Conversion

You have been operating for some time with a sole proprietorship or own a company with a different legal form. Now you are taking on a partner or are facing further changes to your company. You wonder whether it still has the appropriate legal form. We will be happy to advise you.

Fusion

Your future business partner already owns his own company. You would like to merge your two companies into one. We advise you and handle a merger quickly and competently with you.

**Restructuring

Has the economic environment in your industry or your area changed? Are you toying with the idea of giving up self-employment? Before you do: talk to us! There are often ways to avoid liquidation, to save a business and to put it on a healthy foundation in the long term. We support you with honest advice and proven expertise.

Sale / Liquidation

You want to sell your company because there is no successor? Are you planning to liquidate your company because all previous efforts to overcome business challenges have failed? We advise you and determine the best course of action together with you.

Business Management Consulting / Project Management

We provide you with comprehensive advice on all business management issues and work with you to develop concepts tailored to your company. We support you in implementing these efficiently and successfully. For larger mandates we count on the cooperation of experienced business partners.

**Project Management

You are planning a major project in your company. Project management serves to structure the related issues in a meaningful way and to find a solution through a systematic and analytical approach.

We support you from the rough planning to the implementation/launch of the project and beyond that to the end of the stabilization phase after the go-live.

The individual services include:

• Coordination or management of projects
• Conception and organization
• Coaching and workshops
• Moderation and presentation
• You will benefit from our broad business experience.

**Law of Succession

In order to avoid possible disputes among heirs, an early settlement of the estate by the testator is essential. We advise you in questions of matrimonial law, property law and inheritance law and show you the legal possibilities to settle your estate without any gaps.

We are happy to advise you on:

• legal claims to inheritance
• inheritance contracts
• wills
• the protection of the surviving spouse
• Knowing what belongs to a serious revision.

Shareholders, creditors, banks, employees, but also the public are interested in annual accounts and annual reports. All these parties must be able to rely on the fact that the documents are correct and meet numerous strict criteria.

• Steuri + Partner AG is your auditor and checks your accounting.

We make sure that the legal requirements are met and draw your attention to errors or discrepancies that need to be changed in the accounting.

Our auditing activities also include reporting for the attention of the general meeting.

• Great responsibility before the law

A registered auditor (e.g. for an AG or now also for a GmbH) bears a great responsibility. In the event of a company's bankruptcy, they too can be prosecuted if they have breached their duty of care. It is therefore our duty to point out the legal requirements of accounting to clients and to enforce them. Steuri + Partner AG can perform limited audits according to the current audit supervision law as a licensed auditor (Reg. No. 500679). Please also read the separate news article.

Professionals for the management of your property.

Steuri + Partner AG is the right address for your property. With us, you benefit from a great deal of expertise and many years of experience.

Management of rental properties

We take over individual partial tasks or the entire management of your property. Our services include, among others:

• Initial letting and re-letting
• Representation of the client in all legal matters vis-à-vis tenants, neighbors and authorities
• Organizing repairs by craftsmen
• Coordinating refurbishments, renovations, additions and conversions
• Collection of rent and ancillary costs
• Paying bills
• Property accounting
• Prepare heating cost statements
• and much more

What do you want? We will be happy to submit you an offer for the complete management of your property or for the management of selected sub-areas according to your needs.

Management of condominiums

The management of condominiums is a time-consuming and often complex matter. You can entrust us with these tasks, among others:

• Prepare, convene and conduct owners' meetings
• Draw up budgets
• Appoint and supervise janitors
• Implementing resolutions of the meetings
• Communication with condominium owners
• Representing the community to the outside
• Legal advice
• Bookkeeping
• Advising condominium owners on construction and legal issues

We will be happy to provide you with a non-binding offer for the management of your property.

brokerage and sale

Would you like to buy or sell a property? We will be happy to take on your mandate and guarantee you a serious and goal-oriented cooperation.

Valuations

If you want to sell your property or settle an inheritance, you need an up-to-date and serious valuation of the property. For this purpose we cooperate with proven real estate experts and architects.

Property offers from Steuri + Partner AG

Steuri + Partner AG is also your partner for your new property - whether for rent or for sale. With us, you benefit from a great deal of expertise and many years of experience.

Property profit tax

For years we have been preparing property profit tax returns for well-known clients with complex cases (large superstructures, etc.). You too can benefit from our comprehensive know-how in this specialist area.

We are happy to offer our services to private individuals with a single property as well as to property management companies with large developments.

Please contact us to learn more.