I offer tax advice for private individuals and the self-employed.

My clients are demanding, which is why my top priority is to respond to their tax wishes.

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

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

Services

Comprehensive tax services - "That's not possible" is a foreign concept to me.

I offer you comprehensive, customized tax advice. If necessary, I can draw on my partner network of selected external specialists. We work with them to develop your tax planning.

Let me convince you.

Tax advice

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

The first step in holistic tax planning is to analyze the existing tax situation precisely and comprehensively. Income, expenses and assets are recorded and all possible tax-saving measures are carefully examined.

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

For natural persons I offer the following tax services:

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

 

For legal entities such as limited liability companies and public limited companies, please see the offer from

 

Accounting

 

"Only those who have a clear head have the strength for new ideas"

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

What accounting services for private individuals and the self-employed can you expect from me?

• Managing bookkeeping
• Preparation of interim and annual financial statements
• Budgeting, financial and liquidity planning
• Preparation of value added tax statements
• Managing property accounting
• Execution, control and monitoring of payment transactions
• Accounting advice and advice on financial statements

Services for legal entities see LTG Treuhand GmbH

Financial advice

"As life goes"

Financial issues are also life issues

.

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

 

Pension advice

 

"Enjoying the fruits of your labor"

A long-term approach to pension advice is of key importance. It's never too early to start worrying about your pension and retirement provision. 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 regular monitoring supports the desired success.

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

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

Real estate advice

"Professional real estate management"

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

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

Property management

Contracting, letting, management and maintenance, condominium ownership

Real estate consulting

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

Real estate - construction and sales

Buying and selling, brokerage, initial letting, client representation

Marriage, inheritance and matrimonial property law

"Prevention is better than cure!"

In order to avoid disappointed survivors, disputes between heirs or disputes that are difficult to resolve, it is advisable to deal with matrimonial property and inheritance law in good time. It is often better to determine individual statutory 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 narrower. They must comply with matrimonial property law. Matrimonial property law governs the property relations of the spouses during and upon dissolution of the marriage through divorce or death. Inheritance law regulates how the estate is divided between the heirs.

I can offer you the following services in collaboration with my external partners with regard to matrimonial property law, inheritance law and matrimonial property law:

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

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

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