Welcome to Steuri + Partner AG. You've come to the right place for advice on finance, tax, 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 it when they can take care of their company without distraction and concentrate on their core tasks. Leave the handling of your figures to us. We will relieve you competently and efficiently in all matters relating to finance and accounting and will be happy to answer your questions.

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Maintaining your bookkeeping

We manage your bookkeeping from A to Z and tailored to your needs. Depending on your requirements, we can take over individual areas or the entire administration of your company. Our services include:

• Financial accounting (incl. subledgers)
• Cost accounting
• Payroll accounting

 

Consulting on financial statements and preparation of financial statements

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

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Budget advice and preparation of liquidity and financial plans

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

• Create your budget
• Identify items that are particularly relevant to your budget
• Develop liquidity and financial plans
• Design business plans
• Find financing options

 

Controlling

On request, we can analyze your company or individual areas, create business comparisons, help you plan your strategies - and monitor their implementation. The view of a professional from the outside can help you to see things more clearly and identify any critical positions at an early stage.

 

The optimal approach to taxes

Natural persons and legal entities benefit equally from our professional tax advice. We advise private individuals and companies on all tax matters. Our services include:

• Filling out tax returns
• Performing tax calculations
• Checking assessment proposals
• Check tax invoices and tax assessments
• Formulate objections and appeals 

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

• Inheritance and gift tax
• Property gains tax
• Value added tax
• Withholding tax

In very comprehensive tax matters (e.g.

in the case of complex issues relating to 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 tax optimization measures in the current year (e.g. payment into pillar 3a, additional payments into the pension fund) must be made early, i.e. by around 20 December, so that the payments can still be booked by the recipient in the current tax year. Measures that are not implemented until later 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 care of all your payroll administration and take the pressure off you so that you can concentrate on your core tasks.

Steuri + Partner AG:

• creates and sends payslips in compliance with legal and contractual provisions
• manages your payroll accounting
• processes all necessary forms during the year and at the end of the year (accident and sickness notifications, EO forms, salary statements, social insurance and withholding tax statements, etc.)
flawlessly
• clarifies all legal issues in the event of personnel problems
• calculates salary entitlements, vacation credits, notice periods, etc.
• represents your concerns during audits by authorities (employer inspections, etc.)

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

 

The strong partner for your company

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

Foundation

You would like to start your own business, and the question arises as to the appropriate form of company. Above all, you want to know exactly what the legal and financial implications are. Depending on your goals, your industry and your activities as an individual or with partners, one legal form or another may be more suitable - we will work with you to find the one that best meets your needs.

Conversion

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

Merger

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

Restructuring

Has the economic environment in your sector or region 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, save a business and put it on a healthy footing in the long term. We support you with honest advice and proven expertise.

Sale / liquidation

Would you like to sell your company because you don't have a successor? Are you planning to liquidate your company because all previous efforts to overcome business challenges have failed? We can advise you and work with you to determine the best course of action.

Overall business 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 associated 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 until 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 management experience.

 

Inheritance law

In order to avoid potential disputes between heirs, it is essential for the testator to settle the estate at an early stage. We advise you on issues relating to matrimonial property law and inheritance law and show you the legal options for settling your estate seamlessly

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We are happy to advise you on:

• legal inheritance claims
• inheritance contracts
• wills
• protection of the surviving spouse
• Knowing what is involved in a serious revision

Shareholders, creditors, banks, employees and also the public are interested in annual financial statements and annual reports. All of these parties must be able to rely on the documents being correct and meeting numerous strict criteria.

Steuri + Partner AG is your auditor and audits your accounts

We ensure that the legal requirements are met and draw your attention to errors or discrepancies that need to be corrected in the accounts.

Our auditing activities also include reporting to the Annual General Meeting.

Great responsibility before the law

A registered auditor (e.g. for an AG or now also a GmbH) bears a great deal of responsibility. If a company goes bankrupt, they can also be prosecuted if they have breached their duty of care. It is therefore our duty to draw our clients' attention to the statutory accounting requirements and to enforce them. Steuri + Partner AG can carry out limited audits in accordance with the current Auditor Oversight Act 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 wealth of expertise and many years of experience.

 

Management of rental properties

We take on individual subtasks or the entire management of your property. Our services include the following:

• Initial letting and re-letting
• Representation of the client in all legal matters with tenants, neighbors and authorities
• Organizing repairs by tradesmen
• Coordinating refurbishments, renovations, extensions and conversions
• Collection of rent and ancillary costs
• Pay invoices
• Manage property accounting
• Create heating cost statements
• and much more

What would you like? We will be happy to provide you with an offer for the complete management of your property or for the management of selected areas according to your needs.

 

Management of condominiums

Managing condominiums is a time-consuming and often complex task. You can entrust us with this work, among others:

• Preparing, convening and holding owners' meetings
• Create budgets
• Appoint and supervise the caretaker
• Implementing resolutions passed at meetings
• Communicating with condominium owners
• Representing the community to the outside world
• Legal advice
• Bookkeeping
• Advising the condominium owners on structural and legal issues

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

 

Brokerage and sale

Would you like to buy or sell a property? We would be happy to take on your mandate and guarantee you serious and targeted cooperation.

 

Valuations

If you want to sell your property or settle an inheritance, you need an up-to-date and reliable valuation of the property. We work together with proven real estate experts and architects for this purpose.

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Real estate 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 wealth of expertise and many years of experience.

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Property income tax

For years, we have been preparing property gains tax returns for well-known clients with complex cases (large-scale developments, etc.), among others. You too can benefit from our comprehensive expertise in this specialist area.

We are just as happy to offer our services to private individuals with a single property as we are to property management companies with large-scale developments.

Contact us to find out more.