Direction instead of uncertainty

Why Compass Treuhand?

Financial and tax decisions are becoming increasingly complex. Compass Treuhand helps you understand the connections, evaluate the options correctly, and make clear decisions.

We subscribe to the exacting professional standards of the Swiss trustees' association TREUHAND | SUISSE. We think ahead, collaborate with industry experts, and make sure your needs are met quickly, reliably and cost-effectively.

Team member of TREUHAND | SUISSE — Swiss Trustees' Association
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Tax
Accounting
Consulting
Start-up
Succession
Financial Planning
Our advisory approach

The Compass Approach

Past. Present. Future. Connected.

Past

We analyse your numbers, financial statements and tax basis — the foundation of every well-informed decision.

Present

We provide a clear overview of your current financial situation and put your options into perspective.

Future

We outline implications, risks and scope for action — so you know exactly where you are steering.

The result: a solid basis for decisions — not gut feeling.
8
Years of experience
5,000+
Clients served
100%
Discretion guaranteed
TREUHAND|SUISSE
Association member
Your compass in financial matters

Our Services

Four core areas, one goal: Clear numbers, reliable advice, and well-founded decisions. We offer fixed-rate packages so you'll never face unpleasant surprises.

Accounting & Annual Statements

Clarity, structure and reliability
  • VAT settlement
  • Quarterly & annual accounts
  • Costs calculation
  • Controlling
  • Payroll
  • Accounting software
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Tax Advisory & Planning

Legally sound, forward-looking and transparent
  • Tax returns (natural & legal persons)
  • Tax representation
  • Optimisation advice
  • Assessment checks & appeals
  • Real estate gains tax
  • VAT consultancy
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Company Formation & Structuring

Set up cleanly from the very start
  • Incorporations
  • Finance planning
  • Business plans
  • Capital budgeting
  • Restructuring
  • Provision of domicile
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Financial & Business Consulting

Understand the numbers, improve decisions
  • Legal advice & contracts
  • Recovery
  • Succession planning
  • Company evaluation
  • Auditing
  • Factoring
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Our clients

Who we work for

SMEs and entrepreneurs
Self-employed and freelancers
Private individuals with complex tax situations
You know where you stand — and where you are going.
Compass Finder

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Answer three quick questions — we'll show you which service best matches your situation.

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Tax

Constant changes to tax law and its application ... complex networks and relationships ... It's no wonder that taxpayers often can't see the wood for the trees. By talking to us as early as possible you can reduce your tax liability, because we can provide you with long-term planning and advice.

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Strategic advisory

Business Consulting

For many businesses, the increasing complexity of today's commercial environment is a major challenge. We help SMEs with operational, tax and legal questions — proactive and bespoke.

  • Balance sheet analysis & advisory
  • Investment & growth planning
  • Legal & tax questions
  • Tailored strategic solutions
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1 2
Succession planning

Handing over the wheel

Compass brings together cross-disciplinary expertise for family-internal and external succession — valuation, tax law and legal aspects from one team. A typical engagement lasts 12 – 18 months.

  • Company valuation
  • Tax & legal structuring
  • Family-internal and external solutions
  • Discreet support through handover
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Accounting & statements

Bookkeeping

Let us handle your bookkeeping so you can focus on what you do best. Personal, precise — including tax-optimised annual accounts.

  • VAT statements, accurate & on time
  • Quarterly and annual accounts
  • Payroll & social insurance
  • Tax-optimised bookkeeping
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Start-ups & founders

Setting sail with confidence

Are your assumptions realistic? Does your product add up? We provide uncomplicated support for your first steps as a founder — from legal form to your first employees.

  • Choosing the right legal form
  • Business plan & financial planning
  • Incorporation formalities end-to-end
  • Support through the first months
Schedule a free consultation
Our approach

How we work

In three clear steps
Antique brass compass on a nautical chart
1

Determine your position

Analysis of your situation, goals and numbers — the starting point of every reliable advisory engagement.

Brass dividers and ruler plotting a course on a nautical chart
2

Set the course

Clear recommendations with pros and cons, aligned with your priorities and available scope.

Hands on a wooden ship's wheel with calm sea in the background
3

Guide safely

Implementation, monitoring and ongoing support — you keep the overview, we keep the course.

Costs & Transparency

Clear costs. Clear direction.

competitive predictable transparent

You know in advance what to expect.

Fixed-fee packages

All prices are charged in Swiss francs and include VAT.

Finance plan

For company founders

from590,-

  • Detailed finance plan
  • Liquidity and capital planning
  • Presentation of assumptions
  • If your initial idea is the soul of your business concept, your finance plan can be thought of as its heart.

Incorporation

Incorporation of a partnership

from330,-

/one-off fee
  • Consultancy meeting
  • Commercial register application
  • VAT registration
  • AHV (Swiss social insurance) registration
  • Documents submitted to commercial register
  • Checking commercial register entries
  • Register costs not included

Bookkeeping

For founders of a sole enterprise

from139,-

/month
  • Bookkeeping
  • Incl. tax return
  • Annual accounts
  • Up to 200 receipts p.a.
Tax return 2025

Tax return — we make it easy for you.

Even if your tax return is filled out correctly, there are usually legal ways to optimise it further. Benefit from 8 years of experience and 5,000 clients served.

  • We review every deduction — even the ones most people miss
  • Typically processed within 4 – 6 weeks
  • Transparent flat fees — no nasty surprises
  • Personal support from intake to final assessment
5,000+
Tax returns prepared

Latest finance and tax news (in German)

13. AHV-Rente: Erste Auszahlung im Dezember 2026

  • Mai 2026
  • AHV, Sozialversicherungen

Die am 3. März 2024 vom Schweizer Stimmvolk mit 58.2 Prozent angenommene 13. AHV-Rente wird Ende 2026 erstmals ausbezahlt. Wir zeigen, was Rentnerinnen und Rentner sowie aktiv Versicherte jetzt wissen sollten.

Säule 3a 2026: Höchstabzüge und Tipps zur optimalen Einzahlung

  • März 2026
  • Steuern, Vorsorge

Mit Wirkung ab dem 1. Januar 2026 hat der Bundesrat die Grenzbeträge der beruflichen Vorsorge angepasst. Wir zeigen die neuen Höchstabzüge für die gebundene Selbstvorsorge und praktische Tipps zur Optimierung.

MWST 2026: Praxisfragen nach der Satzerhöhung

  • Januar 2026
  • MWST, Buchführung

Seit dem 1. Januar 2024 gelten neue Mehrwertsteuersätze. Zwei Jahre später zeigen sich in der Praxis wiederkehrende Stolpersteine — wir geben einen Überblick und konkrete Tipps für Schweizer Unternehmen.

Individualbesteuerung: Stand der Volksinitiative und Auswirkungen für Ehepaare

  • November 2025
  • Steuern, Privatpersonen

Die Volksinitiative «Für eine zivilstandsunabhängige Individualbesteuerung» wird Eheleute und eingetragene Partnerschaften steuerlich gleichstellen mit unverheirateten Paaren. Wir zeigen den aktuellen Stand und was Mandantinnen und Mandanten heute schon planen können.

Get in touch

Non-binding request

Get in touch — we'll get back to you within 24 hours

Tell us briefly about your situation. The more we know, the more precisely we can advise you.

Reply within 24 hours on business days
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Your success on course

Let's set the course together

An initial conversation is non-binding — but often points the way. Write or call us, and together we'll find your next step.

Winbiz software for accounting, invoicing and payroll management in local and cloud versions.

Winbiz offers SMEs, start-ups and the self-employed in Switzerland a simple and cost-effective company administration software package. Data-heavy processes, such as invoicing, payments, VAT, payroll, BVG, AHV, etc. suddenly become a lot less burdensome. With Winbiz, business owners can save time and money, leaving them free to concentrate on what they're good at: thinking about their business.

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