[Start & run](https://www.helvate.ch/en/insights/categorie/start-run)# The fiduciary firm: support that goes far beyond the numbers

Essential support to simplify formalities and make decisions more secure. When people think of a fiduciary firm, they often think of accounting. Yet its role is much broader: it also supports individuals with their taxes and helps businesses at every stage of their life, from their creation to their day-to-day management.

Published on 18 September 2026   Updated on 25 September 2026   2 min read

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Contents

## Taxation and tax returns

For individuals and businesses alike, taxation requires rigour and follow-up. Under a mandate, the fiduciary firm can prepare tax returns, gather and check the necessary information, take into account income, assets, expenses and applicable deductions, and follow up on proceedings with the tax authorities.
For a company, it relies in particular on the annual financial statements to establish the tax items relating to profit and capital.
It can also assist the taxpayer or the company with requests for information, corrections or specific tax procedures.

## Setting up, changing and converting a business

Starting a business is not just about choosing a name. You need to choose a suitable legal form (sole proprietorship, Sàrl, SA or another structure), taking into account liability, capital, taxation and social insurance in particular.
The fiduciary firm helps prepare and coordinate the formalities: the Commercial Register when registration is required, social insurance enrolment, VAT and, for some companies, coordination with the notary.
It also steps in when a company evolves: a change of registered office, company name, purpose, partners or structure, a capital increase, a conversion or a restructuring, in coordination with the competent professionals and authorities where required by law.

## Accounting, payroll and VAT

The fiduciary firm can take care of bookkeeping, the handling of accounting records, closing the accounts and preparing the annual financial statements in line with the obligations applicable to the company's legal form and size.
When there are employees, it can manage payroll, salary certificates and social insurance returns.
It also monitors the VAT situation: checking whether the company is liable, registering it if necessary, preparing VAT returns and handling periodic obligations with the Federal Tax Administration.

## Business domiciliation

Where the conditions are met, a company can establish its registered office at the address of a fiduciary firm offering a domiciliation service. Beyond the business address, the service can include receiving and handling mail and full administrative follow-up, depending on the agreed mandate and the requirements of the structure concerned.

## Long-term support

Helvate's role does not end with a tax return or an annual closing. We can become a genuine administrative point of reference for you: tracking deadlines, organising documents, coordinating formalities and supporting you as your business evolves. The goal is simple: to give business owners structured management and reliable information so they can focus on growing their company.

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