We develop tailor-made, sustainable solutions for your company
- Katharina Tritschler, Fed. Certified Finance and Accounting Specialist -
We have been providing you with reliable, collaborative advice for over fourteen years
- Sven Hugentobler, Partner | Certified Auditor | Licensed Audit Expert -
We navigate your business as an external CFO
- Yaro Rodriguez, Certified Expert in Accounting and Controlling -
Our motto: See the essentials and do the right thing
- Roland Auderset, Partner | Certified Auditor | Licensed Audit Expert -
We manage your taxes
- Daniel M. Jäggi, Certified Tax Expert | TEP | CFP -
We ensure that you get the best out of the options available
- Joe Brand, Certified Trusts Expert | Swiss Diploma in Trusts and Management Consulting -
Abelia Wirtschaftsprüfung und Beratung AG
Abelia is an experienced, client-focused trust and consulting firm in Basel. Our proven specialists have been reliable partners in the areas of trusts, audit, tax and management consulting for many years. We strive for the best possible solutions and services for our clients every day, and with our dedicated team we are among the industry leaders in the region. We support SMEs that operate on a national and international level, as well as Swiss subsidiaries of international groups from a wide range of industries, occupational pension foundations, traditional foundations, associations and private individuals.
Our services
Abelia offers tailor-made solutions in the areas of trusts, audits, taxes and management consulting.
We take care of all your accounting processes and prepare individual reporting so that you are able to make your business decisions based on up-to-date, high-quality information, and can focus on your core business with confidence.
- Accounting (traditional or digital)
- Consulting on and preparation of financial statements
- External controlling with periodic reporting
- Staff administration
- Tax administration
- Interim management
- Granting domicile
We carry out all statutory and voluntary audits in an efficient, target-focused, diligent and timely manner, while maintaining a risk-oriented approach, and always comply with the professional requirements for qualification and independence. Apart from fulfilling your legal obligations, we are also available to advise you.
- Ordinary audits within the scope of an audit mandate pursuant to Article 727 of the Swiss Code of Obligations
- Limited audits within the scope of Article 727a of the Swiss Code of Obligations
- Examinations and consulting with respect to pension schemes in accordance with the Occupational Pensions Act as well as traditional foundations/NGOs
- Review of formation reports in the case of a qualified company formation (contribution in kind or acquisition of assets) or subsequent payment
- Review of capital increase reports in the event of a qualified capital increase
- Review in the event of an extraordinary distribution of dividends
- Review in the event that subordination is suspended
- Review of reports if there is a reduction of capital – with or without funds being released – and in order to eliminate an adverse balance
- Reviews within the framework of merger law (restructuring merger, converting a single company into a legal entity, etc.)
- Review in the event of revaluations to eliminate an adverse balance under Article 670 (2) of the Swiss Code of Obligations
- Review of interim balance sheets for going concern and disposal values under Article 725 (2) of the Swiss Code of Obligations
- Reviews as part of liquidations (opening, interim and closing balances and if assets are distributed early)
- Special reviews in accordance with the Swiss Code of Obligations
- Voluntary review of companies that are not subject to audits
- Review of financial figures as part of company acquisitions (due diligence)
Taxes are the link to the state. We help you to optimize taxes within the legal framework, whether this means completing private and/or company tax returns or using tax planning measures in advance. We always keep an eye on overall financial planning to ensure long-term economic success.
- National and international tax advice
- Tax returns for natural and legal persons
- Drafting of tax-approved expense regulations for employees and managers
- Tax planning and optimization for companies (wage and dividends policy, depreciation coordination, replacement investments, loss calculations, etc.)
- Tax risk assessment for management and the board of directors
- Establishment of companies (drafting tax rulings, organizing work permits, location evaluations, etc.)
- Drafting of rulings for persons subject to expenditure-based taxation (lump-sum taxation, optimization of international tax planning, location searches, etc.)
- M&A and restructuring from a tax perspective
- Review and adjustment of existing structures to the new tax landscape (restructuring, M&A, corporate tax reforms, restructuring, etc.)
- Support for taxpayers that have complex circumstances from a national and an international perspective (HNWI, athletes, entrepreneurs, executives/expatriates, etc.)
- Implementation and optimization of social security contributions on an international level (secondments, EU directives, social security agreements)
- Development of independent financial plans for natural persons (estate planning, retirement, realignment, etc.)
- Tax optimization for planned transactions and investments (income tax, property gains and property transfer tax, real estate tax, VAT, stamp duty and withholding tax, gift and inheritance tax, etc.)
- Optimization of insurance premiums (Occupational Pensions Act, old age and survivors' insurance, accident insurance, daily sickness allowance)
- Disclosure of previously untaxed income and assets (voluntary disclosure with no penalty)
- Representation in the event of any objections and post-tax and criminal tax proceedings
- VAT advice
We support you with financial corporate management in all corporate phases:
- Support when founding a company and support for start-ups
- Drafting of business plans, as well as capital requirement, financial and liquidity planning
- Sparring partner for company owners or managing directors for all financial matters
- Board of directors’ activities
- Support with company acquisitions, mergers, demergers, etc.
- Creation of company evaluations or second opinion for company evaluations
- Coaching for reorganization and liquidations
- Support with company sales
Our Team
Our team consists of certified audit experts and proven specialists inFIDUCIARY AND ACCOUNTING SERVICES trusts, taxes, finance and accounting. We have a wide range of experience, are good listeners, can quickly immerse ourselves in a wide variety of situations, are solution-oriented and therefore quickly achieve a lot of value for clients. Our philosophy is to think like entrepreneurs, to provide holistic, tailor-made advice and to deliver our services diligently and efficiently. Let us show you what we can do!
Roland Auderset
Managing Partner | Certified Auditor | Licensed Audit Expert
Sven Hugentobler
Managing Partner | Certified Auditor | Licensed Audit Expert
Andreas Aelter
Federal VET Diploma in Business Administration
Jovana Petkovic
Office Management / Secretary
Joe Brand
Certified Trusts Expert | Swiss Diploma in Fiduciary and Management Consulting
Katharina Tritschler
Certified Finance and Accounting Specialist
Daniel Jäggi
Certified Tax Expert | TEP | CFP
Céline Jutzi
Accounting Clerk | Federal VET Diploma in Business Administration
Yaro Rodriguez
Chartered Expert in Financial and Managerial Accounting and Reporting Advanced Federal Diploma of Higher Education
Janosch Abrahams
Accounting Clerk | Federal VET Diploma in Business Administration
Tanja Suter
Accounting Clerk | Federal VET Diploma in Business Administration
Our partners
“Strong together” – that’s not just the motto of the firm, but also our basic approach when it comes to working with clients and partners. Our network of strong and proven specialists allows us to maintain a holistic approach even if complex issues arise, meaning that we are able to offer the best possible service.
GWG Prüfung und Beratung AG
Our specialist partner firm, GWG Prüfung und Beratung AG, carries out reviews and provides consulting services in the area of money laundering. It has the authorizations required by the supervisory bodies Polyreg, TreuhandSuisse and the Swiss Association of Asset Managers (Verband Schweizerischer Vermögensverwalter), each of which is a self-regulatory organization.
www.gwg-beratung.ch
Bexio
With around 150 active mandates, we are a preferred platinum partner of bexio. With Bexio, you have everything you need to run your small business successfully. Central customer management, order processing and straightforward accounting allows you to keep an eye on everything. Abelia processes your documents in Bexio or monitors customer accounting processes, prepares annual financial statements and tax returns in accordance with legal requirements and, if you want, can advise you on any business matters.
www.bexio.com
Abacus
Abacus is a highly integrated Swiss business software, specially tailored to the needs of KMUs of all kinds. The software guarantees you a highly automated, media-seamless exchange of data with your business partners around the clock, seven days a week.
EDI, e-bill dispatch as well as e-bill receipt and web shop form the central elements of the Abacus solution for e-business and e-commerce.
Dorean
As Abacus specialist for fiduciaries and end customers, we have optimized the software so that you can concentrate on the core tasks of your job. Thanks to a close exchange with Abacus, we are always up-to-date and can incorporate new developments directly.
www.dorean.ch
Swiss21 and AbaNinja
Swiss21 is a complete package of free business software. You always have the overview and everything under control. Our partners are leading software companies and always offer you the best technology and innovation.
swiss21.orgWith Abaninja, small businesses, SMEs and startups have the ideal platform for your accounting, service recording and also quotation and invoicing.
Where to find us
ABELIA Wirtschaftsprüfung und Beratung AG
Dufourstrasse 49
4052 Basel
Postal address:
Dufourstrasse 49
Postfach 114
4010 Basel
contact@abelia-beratung.ch
Dufourstrasse street connects Aeschenplatz with Picassoplatz. If you’re coming from Aeschenplatz, you will find the entrance to Dufourstrasse 49 on the right-hand side of the street.
A few steps will take you to the reception area. From there, you can take the elevator to the first floor where you will find our offices.
Our offices can be easily reached by public transport.
- Directions from the SBB train station: take tram lines 8, 10 or 11 to Aeschenplatz.
- Directions from the ”Badischer Bahnhof” train station: take tram line 2 to Kunstmuseum. It is a three-minute walk from there.
- Directions from Basel airport: take airport bus line 50 to Basel SBB train station. From there, take tram lines 8, 10 or 11 to Aeschenplatz.
There are a few paid parking spaces right in front of the building on Dufourstrasse or to the rear, on Brunngässlein. The following parking garages can be found nearby:
- Aeschen-Parking, Aeschengraben 9, 4051 Basel
- Anfos-Parking, Henric Petri-Str. 21, 4051 Basel
- Drachen-Parking (Migros), entrance via Henric Petri-Str., 4051 Basel
