Divisia Treuhand AG

Welcome to Divisia Treuhand and Tax Consulting in Zurich Wallisellen

Divisia Treuhand AG combines the specialist areas of fiduciary services, management consulting, and auditing—with foresight and interdisciplinary expertise. We are your reliable partner for fiduciary services, tax consulting, and auditing in the Zurich, Wallisellen, Dübendorf, Brüttisellen, Dietlikon, Bassersdorf, Kloten, and Rümlang regions.

We offer customized services from a single source that take into account the needs and possibilities of our clients.

As trustees, tax advisors, and management consultants, we pursue a vision of comprehensive, holistic, and collaborative cooperation focused on one goal: your success.

Our vision is a comprehensive, holistic, and collaborative partnership with you, focused on one goal – your success.

Our strategy is to offer a comprehensive range of interdisciplinary, expert services that allow you to focus your energies on one thing – your core business. We relieve you of administrative tasks so that you can use your resources more effectively and in a more targeted manner – for your business.

Our team is flexible, customer-oriented, and discreet. It addresses your concerns with competence, foresight, and empathy.

We are proactive and forward-thinking, making recommendations and advising you even when we are not specifically asked to do so – in your best interests.

We know that we don't know everything. But we have a proven network of external partners whom we consult on all issues in which we are not experts – to your satisfaction.

In good hands

Fiduciary services are more than just accounting; they are individualized and wide-ranging support as a comprehensive service. The basis for this is your trust, which we aim to earn through a high degree of interest, commitment, and willingness to identify with your needs.

Focus your time and resources entirely on your core business and leave the time-consuming administrative work in accounting, bookkeeping, and human resources to us. When deciding on the scope of outsourcing, there is one thing you should not forget: the more comprehensive the external consulting, the greater the benefit to you.

Accounting and bookkeeping

The day-to-day efficiency of your company's entire finance and accounting system is a control tool that should not be underestimated. Up-to-date accounting is the basis for timely evaluations and monthly budget control. This allows positive and negative developments in the course of business to be identified at an early stage and the necessary measures to be taken in good time – a key prerequisite for the success of your company.

We manage your entire financial accounting and payment transactions, manage your accounts receivable, and handle collection cases. We prepare your annual financial statements and provide you with strategic advice. All we need from you is the relevant documents on a regular basis, which we will either return to you after processing or, if you wish, file in our offices.

Our services include, but are not limited to:

• Accounting
• Financial and operational accounting
• Cost accounting
• Accounts receivable/accounts payable
• Value added tax returns
• Interim financial statements
• Financial statement consulting

Payroll and personnel administration

Employing staff is a complex social and administrative challenge for any company. Simply transferring wages on a monthly basis is not enough. Rather, a holistic view of laws, insurance, contracts, and wage models is necessary in order to deploy resources in a targeted and flexible manner—for successful operation in the market.

We handle your payroll accounting and personnel administration comprehensively and confidentially, advise you on labor law and social security issues, draw up personnel and expense regulations, and inform you about changes in legislation that are relevant to your employment relationships.

Our services include, but are not limited to:

• Payroll accounting
• Management of personnel files
• AHV and social security declarations
• Social security consulting
• Drafting of personnel and expense regulations

Tax advice and optimization

Professional tax consulting is characterized by consistent and long-term planning. We analyze your current situation and work with you to define your goals – for sustainable cost optimization.

We represent you in all tax matters with the relevant authorities and offices. As an interface between you and the insurance companies, we also take care of all insurance-related issues and complete your tax return in accordance with the current legal provisions.

We optimize the following for you:

• Income and wealth taxes
• Capital and profit taxes
• Taxes on mergers and conversions
• Real estate gains taxes
• Inheritance and gift taxes
• Your private tax return (completing your tax return)

Financial planning and controlling

Long-term financial and liquidity planning depends on your corporate strategy. It reflects your strategic decisions, because at the end of the day, all business decisions must also be financially feasible. The goal is to secure your company's solvency in the medium and long term while optimizing capital costs. We work with you to tailor this process to your company's individual needs – to secure your long-term business success.

We monitor business performance and thus the development of success and liquidity on the basis of monthly budget comparisons. We show you new financing options for your company and compare and review possible financing instruments or investment objects.

Our services include, but are not limited to:

• Budgeting
• Investment calculations
• Review of financing alternatives
• Support in bank negotiations
• Reporting for internal/external needs

Family office

Your professional success demands a great deal of time and energy every day. Often, there is not much left over for family, friends, hobbies, and, last but not least, yourself. We take the pressure off and support you in your private life, both financially and personally, so that you can enjoy your well-deserved evening off.

Our private services are tailored entirely to your wishes and ideas. Almost anything is possible—just let us know what you need. Flexibility and improvisation are also among our strengths!

Our services include, but are not limited to:

• Reviewing and processing your private mail
• Processing your payments
• Financial management
• General private administration/filing
• Private errands of all kinds
• Organization of trips, events, etc.

Company formation

You have the business idea – we support you in its implementation and accompany you through all phases of your business activity – to success and beyond.

We advise you on the choice of legal form and take care of new registrations, changes, or dissolutions of companies in the commercial register. We develop your business plan, which serves as a basis for decision-making for investors and as a control instrument for management. Furthermore, we assist you in drafting articles of association, clarify the naming of companies, and evaluate possible locations.

Our services include, but are not limited to:

• Business plan
• Advice on choosing the legal form
• Company clarification
• Location evaluation
• Preparation of founding documents
• New registration/change
• Registration with authorities and insurance companies
• Social security advice
• Granting of domicile

Business management advice

Success is only visible when it is measurable and the results can be compared with the formulated goals. Do you know the most important key figures in your income statement and thus your opportunities and risks? Liquidity, profitability, financing ratios, investment and profit ratios are information you need to determine the position of your company – so that you know where you stand.

Together with our partners, we also offer you advice and support in business management matters that go beyond the numbers.

Our services include, but are not limited to:

• Financing advice
• Budget planning and control
• Investment planning
• Strategic consulting
• Marketing consulting
• Human resources consulting

Restructuring / succession planning

When it comes to succession planning, as well as the conversion and sale of your company, early planning can provide clarity, avoid hassle, and often save on taxes.

The tax consequences of restructuring, buying, or selling a company are not insignificant. We help you to take advantage of the tax opportunities that arise and avoid tax pitfalls—to make your transaction a success.

For planned restructuring or company sales, we prepare a company valuation and help you to implement the desired structural changes in the best possible way. We handle legal matters with the support of our partners.

Our services include, but are not limited to:

• Company valuations
• Audits for restructuring / purchase / sale / merger
• Liquidations
• Due diligence reviews

Financing/restructuring

Inadequate or non-existent financial planning can lead your company into crisis. One possible solution is restructuring, which becomes necessary at the latest when your company is over-indebted or even insolvent. Even when the first signs of problems appear (e.g., insufficient profitability or capital loss), timely financial measures can still avert the crisis—and put you back on the road to success.

We support you with business, legal, and tax restructuring measures with the aim of restoring the profitability and liquidity of your company.

Our services include, but are not limited to:

• Balance sheet and income statement analysis
• Opportunity/risk analysis
• Liquidity planning
• Accounting restructuring
• Liquidity and accounts payable management
• Support with credit and receivables negotiations

Legal advice

Solid legal foundations and contracts provide security—whether in your private life or in a business environment. Private individuals, sole proprietorships, corporations, and foundations all have their own legal needs, which should be addressed with customized solutions. Together with our legal partners, we are always at your side in all areas and legal forms—because success also means security.

We provide you with individual and competent advice on all matters relating to:

• Commercial and corporate law
• Debt collection and bankruptcy law
• General contract law
• Labor law
• Marriage and inheritance law

Creating trust and security

Since the amendments to the Swiss Code of Obligations and the Swiss Stock Corporation Act, the audit requirement no longer depends on the legal form but on the size of your company. The introduction of limited audits and the option to opt out certainly meets the needs of SMEs, but properly audited financial statements still inspire greater confidence among investors and stakeholders.

Voluntarily undergoing an audit signals a certain sense of responsibility. Thanks to the improved quality of the annual financial statements, security is increased and risks are reduced – adding value to your company.

We coordinate the scope of our audit activities with you and find a solution that meets your requirements and the size of your company.

Our services include, but are not limited to:

• Ordinary audits
• Limited audits
• Special audits
• Expert opinions
• Company valuations

Location:

Our offices are located at Hertistrasse 1 in Building A.

Visitor parking is available directly in front of the building.

If you are using public transportation: You can reach us via the Glattalbahn (line 12, Belair station) or the S-Bahn (6 minutes' walk from Wallisellen station).

Member of Treuhand Suisse