The services we offer
Taxation
We support you in the preparation of your private or professional tax returns. We study your activities and advise you in order to optimise and plan your situation by reducing the tax burden within the strict framework of the existing legal means
Accounting
Our goal is to relieve entrepreneurs of their accounting burden. We offer them a digital solution that brings intelligence and reactivity. We provide you with all your accounting in electronic format, with all your documents converted to pdf.
Insurance
As an insurance broker, we offer a wide range of insurance products for both individuals and businesses. We work closely with clients to understand their needs and provide tailored solutions.
Business management
Whatever the life cycle of your company, we manage all the administrative flows related to the management of your company and ensure the transmission of adequate and correct data to all stakeholders.
Our team
David Perez
Administrator - Tax - Payroll - Insurance (AFA graduate)
Email : david.perez@finwise.ch