Project procedure

With these three simple steps, together we will make your project a complete success

Competent advice

We advise you free of charge and without obligation on your project and discuss together which goals can be achieved in which period of time and with which requirements should be.

Individual solution approach

We then create a solution approach that is completely tailored to your specific situation, thereby ensuring that the basis for the success of your project is in place.

Fast and effective implementation

We then take over the complete implementation of the project plan and guarantee that you will be extremely satisfied with the result.


Successful customer projects
are our priority

If you entrust us with the planning, organization and implementation of your project,
then you can be 100% sure that we will complete all steps with a lot of competence and experience and that your project will be a great success.
You are also welcome to take a look at our reference customers and reviews.

Mehtap Uzuner

Mehtap Uzuner

Fiduciary Expert

Optimised property gains tax

Property tax return optimized by our know-how and expert experience

Sale of single-family house in private assets Kt. ZH holding period 18J

Proceeds from the sale 4,000,000

Purchase price incl. Value-adding investments 830’000

Land gain 3’170’000

Suspected real estate gains tax 710’080.00

Thanks to our multi-year experience and optimisations, the tax is reduced to CHF 451,069.00

Tax optimisation legal entity

The company’s long-term strategic planning and profit optimization is the be-all and end-all for long-term inventory. With a transfer of registered office (change of canton), we can significantly decimate your tax expenses.


With a net profit of CHF 100,000.00

Tax burden canton A – CHF 15,000

Tax burden canton B – CHF 4’800

We digitise your company

With our innovative solutions for the digitization of your company, we ensure the following savings for you:

Save time

Our customers save 3.3 hours of office work every week!

Fewer trustee costs

Bexio customers save an average of 33% on fiduciary costs every year!

Higher chances of success

2 out of 3 of our Bexio partners have more success in business.

Customers who trust us

Here you will find an excerpt of our reference customers.

We are happy to advise you without obligation!