Overview
For a small business, the issue is not only the final tax return. Documents, costs, income, AHV, pension and owner protection must be collected and coordinated properly.
What I check
- Accounting and tax document organisation
- Business expenses and deductions
- AHV, pension and owner coverage coordination
- Support for sole proprietors and small activities
- Coordination with fiduciaries, tax specialists or accountants
When it is useful
- You have a sole proprietorship or side business
- Your documents are not well organised
- You want to understand which costs are justifiable
- You need to coordinate tax, AHV and insurance
- You want to prepare a file for a fiduciary
Useful documents to prepare
- Income and invoices issued
- Receipts and business expenses
- Business bank statements
- AHV or insurance correspondence
- Existing accounting documents
When changing may not be necessary
If a fiduciary already manages everything fully, my support can be limited to linked insurance and pension review.