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Private clients

For your life.
For your decisions.

Alongside our focus on businesses, we help private individuals with tax returns. For financial and insurance matters, we refer you to partners.

Discuss your needs
01

Tax returns

Organise your documents. Prepare your tax return.

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Tax return

As a bookkeeper, Arber Kastrati helps with your annual tax return, from gathering the documents to preparing the return within the agreed scope.

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Withholding tax

Support with gathering and processing your withholding tax documents. For more complex tax questions, we clarify whether a specialist needs to be involved.

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Securities & property

We record securities and property information for your tax return based on the documents you provide.

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02

Finance & pension planning · Referrals to partners

For these matters, we refer you to partners. The relevant provider delivers the specialist advice.

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Mortgages

For property financing questions, we can refer you to a partner on request. That partner provides the advice and prepares the offer.

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Pension planning · Referrals to partners

For pension planning questions, we can refer you to a partner on request. That partner provides the specialist advice.

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Loans, leasing & financing

We refer you to partners for your financing plans. You discuss offers and terms with the relevant provider.

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Financial matters · Referrals to partners

For further financial questions, we refer you to a partner. Arber Kastrati is your contact for the referral.

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03

Personal insurance · Referrals to partners

We refer you to partners for insurance advice and offers.

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Personal liability

On request, we refer you to a partner for your personal liability insurance.

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Home contents

For home contents insurance questions, we refer you to a partner.

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Vehicle insurance

Within the agreed scope, we pass vehicle insurance enquiries to a partner for advice and an offer.

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Legal expenses insurance

We refer you to a partner for advice on personal legal expenses insurance.

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Health insurance

For questions about compulsory health insurance, we can refer you to a partner on request. That partner provides the advice and prepares the offer.

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Bookkeeping and company formation. With personal support.

Arber Kastrati carries out the agreed tasks as your bookkeeper. For financial and insurance advice, we refer you to partners; the relevant provider delivers the specialist advice. We agree on responsibilities and the scope of services in advance.

The next step

What’s
next for you?

Your bookkeeping, your team, your company formation.
Let’s discuss the next steps.

Let’s talk+41 76 226 44 11