Services

rechtsberatung

Legal advice

  • Contracts
  • Labour law
  • Tenancy law
  • Wills advice
  • Divorce counselling
  • Advice on concubinage
  • Private guardianship
  • Legal advice on pension provision
  • Data protection law
  • General legal issues
steuererklaerung

Tax declaration & tax advice

  • Tax advice for natural persons and legal entities
  • Preparation of tax declarations for individuals and legal entities
    individuals
  • Representation before the tax authorities
  • Drafting of appeals (objections, etc.)
  • Advice on value added tax issues
  • Preparation of tax forms (VAT, withholding tax, etc.)
pensionsplanung

Financial advice & pension planning

  • Retirement planning
  • Real estate financing
  • Wealth accumulation and optimisation
    • Financial investments
    • Real Estate
    • Budget advice
  • Provision counselling

Köppel-Legal AG has joined the Financial Services Ombudsman Association (OFD) and thus fulfilled the affiliation obligation pursuant to Art. 77 FIDLEG.

Edoardo Köppel (register no. EK50507) is entered in the register of advisors at the registration office of BX Swiss AG (www.regservices.ch).

versicherungsberatung

Insurance consultancy

  • Analysis and advice with regard to a possible risk potential
  • Review of existing insurance contracts
  • Evaluation of the current insurance situation
  • Implementation of necessary changes
  • Optimisation of price/performance ratio
  • Complete relief in insurance administration
  • Claims processing
  • Risk & provision analysis for private individuals
    • Health
    • Age
    • Disability
    • Death
    • Insurance broker service via wefox for private individuals and companies

Köppel-Legal AG (register no. 35,000) is registered with FINMA as an independent as well as unbound insurance intermediary (broker and agent) (www.finma.ch).

unternehmensberatung

Management Consulting & Company Formation

  • Advice and support for company formations
  • Consultancy and support for start-ups
  • Support with:
    • Bookkeeping
    • Contracts
    • VAT liability
    • Tax liability
    • Social security
    • Restructuring and reorganisation
    • Succession arrangements
    • Domiciliation of companies (Canton Zug and Canton Argovia)
  • Accounting
Buchhaltung

Accounting & annual financial statement

  • Keeping client accounts on Bexio or on a system of the client’s choice
  • Preparation of interim and annual financial statements
  • General advice and support with bookkeeping
  • Preparation of cost accounts
  • Preparation of value added tax statements
  • Budget advice
  • Completion of tax declaration
  • Personnel administration and payroll accounting
  • General administrative tasks

Köppel-Legal AG is a certified Bexio trustee.