Abelia Wirtschaftsprüfung und Beratung AG

Abelia Wirtschaftsprüfung und Beratung AG

Abelia is a competent and customer-oriented fiduciary and consulting company in Basel. Our proven specialists have been your reliable partner in the areas of fiduciary, auditing, tax and management consulting for many years. Every day we strive to find the best possible solutions and services for our clients and, with our dedicated team, we are one of the industry leaders in the region. We support nationally and internationally active SMEs and Swiss subsidiaries of international groups from a wide range of sectors, occupational pension foundations, traditional foundations, associations and private individuals.

Our services

Abelia offers customized solutions in the areas of fiduciary services, auditing, taxes and business consulting.

Fiduciary services:

We take care of all your bookkeeping and prepare individual reports so that you can make your business decisions based on timely and high-quality information and devote yourself to your core business with confidence.

Bookkeeping (classic or digitalized)

Consulting and preparation of financial statements

External controlling with periodic reporting

Personnel administration

Tax administration

Temporary management

Granting domicile

Audit of the company:

We carry out all statutory and voluntary audits in an efficient, targeted, conscientious and timely manner while maintaining a risk-oriented approach and always comply with the professional requirements for licensing and independence. In addition to fulfilling our legal obligations, we are also on hand to advise you.

Ordinary audit as part of an auditor's mandate in accordance with Art. 727 CO

Restricted audits as part of an audit mandate in accordance with Art. 727a CO

Auditing and advising pension funds in accordance with the BVG and traditional foundations / NGOs

Audit of the formation report in the case of a qualified formation (contribution in kind or acquisition in kind) or subsequent liberalization

Audit of the capital increase report in the case of a qualified capital increase

Audits of the distribution of an extraordinary dividend

Audit of the revocation of a subordination

Audit of the report in the event of a capital reduction with or without the release of funds and to eliminate an underbalance

Audits under the Merger Act (reorganization merger, conversion of an individual company into a legal entity, etc.)

Audit of revaluations to eliminate an underbalance pursuant to Art. 670 para. 2 CO

Audit of interim balance sheets at going concern and sale values in accordance with Art. 725 para. 2 CO

Audits in the context of liquidations (opening, interim and closing balance sheets as well as early distribution of assets

Special audits in accordance with the Swiss Code of Obligations

Voluntary audit (review) of companies that are not subject to mandatory auditing

Audits of financial figures in the context of company acquisitions (due diligence)

Taxes:

Taxes are the link to the state. We help you to optimize your taxes within the legal framework. Whether this is by completing your private and/or business tax return or with tax planning measures in advance. We always keep an eye on the overall financial planning situation to ensure long-term economic success

• Tax advice for national and international circumstances
• Preparation of tax returns for individuals and legal entities
• Drafting of tax-recognized expense regulations for employees and executives
• Tax planning and optimization for companies (salary and dividend policy, coordination of depreciation, replacement investments, offsetting of losses, etc.)
Assessment of tax risks for the management and board of directors
• Settlement of companies (preparation of tax rulings, organization of work permits, location evaluation, etc.)
• Drafting of rulings for expense taxpayers (flat-rate taxes, optimization in international circumstances, location search, etc.)
• M & A and restructurings from a tax perspective
• Reviewing and adapting existing structures to the new tax landscape (reorganizations, M & A, corporate tax reform, restructurings, etc.)
• Supporting taxpayers with complex circumstances in a national and international environment (HNWI, athletes, entrepreneurs, executives/expatriates, etc.)
• Implementation and optimization of social security contributions in an international context (secondments, EU directives, social security agreements)
Development of independent financial plans for natural persons (estate planning, retirement, realignment, etc.)
• Tax optimization for planned transactions and investments (income taxes, property gains and transfer taxes, real estate taxes, VAT, stamp and withholding taxes, gift and inheritance taxes, etc.)
• Optimization of insurance premiums (BVG, AHV, UVG, daily sickness benefits)
• Disclosure of previously untaxed income and assets (non-punishable voluntary disclosure)
• Representation in objections and subsequent and criminal tax proceedings
• VAT tax advice

Corporate consulting:

We support you in the financial management of your company in all phases:

• Support for start-ups and assistance with start-ups
• Development of business plans, capital requirements, financial and liquidity planning
• Sparring partner for company owners or managing directors in all financial matters
• Acting as a member of the board of directors
• Support with company acquisitions, mergers, spin-offs, etc.
• Preparation or second opinion of company valuations
• Coaching during reorganizations and liquidations
• Support with company sales

Our team

Our team consists of licensed auditing experts and proven specialists in fiduciary, tax, finance and accounting. We have a broad range of experience, are good listeners, can quickly get to grips with a wide variety of situations, are solution-oriented and thus quickly achieve a high level of customer benefit. Our philosophy is to think entrepreneurially, provide holistic and individual advice and deliver our services conscientiously and efficiently. Let us convince you!