Fiduciary

Accounting

Auditing

Taxation

Fiduciary

Accounting:

• Bookkeeping, consulting regarding preparation of Financial Statements

• Outsourcing solutions

• VAT reporting

• Consolidations

• Consulting concernig special accounting standards

• Winding up of estates, inheritance distributions

Auditing

• Limited audit scope (for companies and non profit organisations like foundations and associations)

- Special audits in terms of the Swiss Code of Obligations or other laws

- Share capital reductions

- Share capital increases

- Company formation report

- Liquidations/ early distribution of capital

- Authorised regulations or confirmations

- Other legally prescribed situations

•  Auditing assignments

•  Money laundering audits ( in terms of the Money Laundering Law)

 

Taxation

• Tax declarations for private individuals and companies

• Controlling tax assessments

• Objections and negotiations with tax authorities

• Tax planning

• Consulting concerning VAT. Tax at Source

• Social insurances

 

Business Consulting

• Valuation of companies for various reasons e.g. purchasing and selling of companies or parts of companies, conflicts, taxation negotiations,

• Formation of legal entities (share capital companies, limited liability companies, foundations, etc.)

• Mergers, conversions, liquidations

• Statutory changes, entries in the registrar of legal entities

• Coaching of management and board of directors

 

About us

Management

Robert Rosenblatt

Swiss Certified Accountant, Bachelor of Economics and Administration HWV

 

• Member of EXPERTsuisse, the Swiss Association for Audit, Tax and Fiduciary

• Approved as Licensed Audit Expert by the Federal Audit Oversight Authority FAOA

Curriculum Vitae and professional experienc

• Born 1949 in Zurich

• Apprenticeship in a business entity

• School of economics and administration, graduating in 1973 with a Bachelor of Economics and Administration HWV

• Diploma as Swiss Certified Accountant in 1978

• Experience as auditor and team leader of companies operating in various branches and as banks (1973 to 1991).

• 1991 to 2014: Team leader and member of management at Budliger Treuhand AG, 8002 Zurich

 

Languages: German, English, French

 

Network

• Budliger Treuhand AG, 8002 Zurich, budliger.ch

• Nussbaumer & Partner AG, Treuhand- und Revisionsgesellschaft, 8032 Zurich

 

Thanks to our longstanding experience and our network with befriended trust companies we are in a position to offer a qualitatively high standard of services at attractive conditions.

 

Your contact would please us, naturally without obligation. We will gladly discuss a potential mandate with you.

 

Contact

Benefides Consulting AG

Mitglied von EXPERTsuisse

Robert J. Rosenblatt

Mutschellenstrsse 115

8038 Zürich

T +41 44 481 00 10

info@benefides.ch

Impressum