For over thirty years, we have cultivated relationships that have flourished far beyond the region...

Obwalden - a residential canton and business location with an optimal tax burden Thanks to a targeted strategy, the tax burden in Obwalden has been continuously reduced since 2006. The tax advantages have made the municipalities of Obwalden an ideal place to live and do business.

Income and wealth tax
As of 1.1.2008, Obwalden was the first canton to introduce a proportional tax rate and thus a flat rate tax.
" Tax calculation for natural persons

Leading position in corporate taxation
Obwalden has one of the lowest profit tax rates in Switzerland. After taking into account direct federal tax, the total tax burden is 12.74% of pre-tax profit.
" Tax calculation for legal entities

Tax burden for inheritances and gifts
Inheritance and gift tax was abolished in the canton of Obwalden on 1 January 2017.

Are you interested? We would be happy to inform you in detail about the tax situation in Obwalden.

Auditing

• Ordinary audits of organizations of all legal forms
• Limited audits of organizations of all legal forms
• Audits of consolidated financial statements
• Audits of financial statements in accordance with Swiss GAAP FER
• Incorporation and capital increase audits
• Audits in accordance with the Merger Act (merger, demerger, transformation, transfer of assets)
• Capital reduction audits
• Audits in connection with the transfer of registered offices of foreign companies to Switzerland
• Analysis of the internal control system
• Special audits in accordance with the Swiss Code of Obligations
• Miscellaneous special assignments (e.g. special audits in cases of embezzlement and misappropriation, assessment of the regularity of accounting, etc.)

Accounting

• Preparation of monthly, quarterly and annual financial statements
• Preparation of financial reports
• Maintaining financial and operational accounting
• Managing payroll accounting including personnel administration
• Managing accounts receivable and accounts payable, including dunning and debt collection
• Payment transactions
• Prepare various invoices (in particular value added tax)
• Creating budgets, liquidity, investment and profitability calculations
• Analyzing financial statement figures (balance sheet and profit and loss analysis, key figure analysis)
• Designing and advising on financial statements
• Conversion of accounting to new accounting standards (e.g. Swiss GAAP FER)
• Temporary hiring of specialist staff (absence of an employee, job change)

Tax planning and advice

• Preparation of tax returns for individuals and legal entities
• Auditing tax assessments and invoices
• Representations to tax authorities
• Tax rulings
• Drafting objections and appeals
• Tax planning for natural persons (e.g. for business succession or early retirement)
• Tax planning for legal entities (structuring financial statements, incorporations, transformations, liquidations, relocations, mergers)
• Tax reports and tax burden comparisons of different locations or different legal forms of companies

Corporate consulting

• Advice on start-ups, mergers, cooperations, restructurings and demergers
• Assistance with the establishment of branch offices
• Assistance with the creation of business plans
• Assistance with succession planning
• Valuation of companies and company shares
• Consulting on the purchase or sale of companies and company shares
• Conducting restructurings, reorganizations, liquidations or out-of-court composition agreements
• Advice and support with investment decisions
• Development of a financial concept
• Assisting with the implementation of liquidity plans and budgets
• Assistance and support during bank negotiations
• Advice in debt collection, probate and bankruptcy proceedings
• Comprehensive company analysis
• Process and strategy analyses
• Assistance with the drafting of shareholders' agreements
• Drafting of expense regulations

Advisory services for foreign clients

• Advice and support in connection with taking up residence or relocating to Switzerland
• Granting of domicile
• Founding, managing and administering companies
• Clearances with authorities
• Obtaining the necessary permits
• Representation in dealings with offices, authorities and banks
• Assistance with the acquisition of residential or commercial properties

General fiduciary activities

• Granting of domicile
• Managing and administering domiciliary, management or holding companies
• Administration of inheritances
• Advising on pension fund mandates
• Execution of wills and division of estates
• Analysis of the asset situation (risk, return prospects)
• Administration and management of assets
• Financial planning (e.g. when buying a house, early retirement, buying into a pension fund, withdrawing pension assets, investments)
• Advice on insurance claims (business interruption, disability, etc.)
• Providing expert opinions (e.g. in cases of embezzlement, misappropriation, over-indebtedness, etc.)