Balmer-Etienne AG
Luzern
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Balmer-Etienne AG positions itself as an advisor for SMEs and private individuals looking for more than routine tax filings. In tax advisory, the team handles corporate restructurings, shareholding structures, real estate projects and tax planning for business owners. Private mandates cover tax returns, inheritance and gift tax, and questions around retirement provision.
The firm employs qualified tax experts and auditors at its Lucerne, Zurich and Stans locations. It is a member of EXPERTsuisse and TREUHAND|SUISSE. The advisory approach puts weight on personal support over several years rather than one-off transactions.