Our Services

Fiscalité
Tax advice is fully integrated in our range of services, either individual/collective pension planning, life insurance or mortgage.

In order to provide comprehensive and pertinent advices, we assist our clients with the preparation of their tax returns.

Our goal is to simplify and make this duty easier to you. We carry out audit and suggest optimization solutions.

1. Gathering of preliminary documents and preparation of tax returns:
A personalized check-list of necessary documents is sent by email
We negotiate deadlines with the tax authorities
We gather documents from the client
We draw up tax returns while identifying all the loopholes
We submit tax returns to the authorities, upon approval from the client

2. Audit and improvement suggestions:
A recapitulation sheet summerizes our analysis
We suggest and implement improvement solutions

3. Negotiation with tax authorities and follow up.