Private Advisory in Luzern
Lucerne residents come to us for tidy tax returns, pillar 3a planning and budgeting that accounts for the canton's tourism-linked seasonal income. We work remotely with secure file sharing.
Lucerne residents come to us for tidy tax returns, pillar 3a planning and budgeting that accounts for the canton's tourism-linked seasonal income. We work remotely with secure file sharing.
Some decisions are made once. They should be right.
Lucerne is a tourism magnet on Lake Lucerne and the economic centre of Central Switzerland. We support Lucerne SMEs, hospitality businesses and private clients with bookkeeping, formation and tax returns, mostly remotely.
What Private Advisory includes
Pension & retirement
Pillar 3a, pension fund, gaps — plan in time instead of regretting late.
Separation & divorce
Financial disentanglement, taxes, pension equalisation — accompanied matter-of-factly.
Moving to Switzerland
Arriving in Switzerland: taxes, insurance, dealing with authorities.
Budget & recovery
Regaining the overview — discreetly and without reproach.
Planet for Private Advisory in Luzern
Responsible Commercial Register Office
Commercial Register Office of the Canton of Lucerne (Luzern)
Canton
Lucerne
Availability
We look after Luzern across Switzerland: we prepare bookkeeping and tax returns remotely, with personal meetings by arrangement.
Frequent questions from Luzern
Can Planet do the accounting for a tourism business in Lucerne?
Yes, hospitality and tourism businesses are familiar territory; we handle bookkeeping, payroll and VAT, working remotely from Wildegg.
In which languages do you advise?
German, English, French, Albanian, Bosnian, Turkish and Azerbaijani — so you can discuss complex topics in your strongest language.
Do you work with lawyers?
Where legal questions go beyond fiduciary advice, we work with experienced lawyers — coordinated by us.
Private Advisory in neighbouring towns
Here for you in Luzern too
Tax return prepared for you
Tax returns for private clients: complete, on time and with every deduction you're entitled to.
Learn more →02Insurance & health insurance
Independent insurance advice: review policies, close gaps, switch health insurer.
Learn more →03Translations
Commercial and private documents, carefully translated, with fiduciary expertise behind the terminology.
Learn more →