Private Client Services
Assets, estates and family businesses — tax-optimized across generations.
Private Client Services that deliver in everyday life.
1,400
Tax returns per year
26
Cantons with experience
9
Tax Experts
What you gain
Private Client Services at CREFIDA
Four-Eyes Principle
Every piece of work is reviewed by a second specialist before it reaches you.
Documented Processes
You can see at any time who processed what and when — even years later.
Digital or Traditional
Receipt portal, interfaces or folders: We work in a way that suits you.
Two Locations
Pfäffikon SZ and Liestal BL — personally accessible, not just via ticket.
Ablauf
How we proceed
Analysis
Current situation, deadlines and risks summarised on one page.
Options
Two to three options with tax implications in Swiss francs, not in paragraphs.
Implementation
Declaration, ruling or negotiation — we handle the correspondence.
Leistungsumfang
This is included
- Written offer with scope, deadlines, and cost framework
- Dedicated contact person and deputy
- Regular evaluation with key figures and open points
- Complete documentation and handover of documents
Private Client Services for your company?
A thirty-minute conversation is usually enough to assess scope, process and costs.