Fiduciary & Financial Advisory · Puidoux
In the heart of Lavaux, we support private clients and businesses with clarity and transparency.
A local trust company
Loza Finance supports its clients with accounting, tax returns, financial analysis and property financing projects.
Our aim is to offer professional support tailored to each individual situation. We place great importance on the quality of our services.
Our service is centred on an in-depth analysis of each case in order to provide practical, bespoke solutions.
What we offer
Bookkeeping, accounts receivable and accounts payable management, year-end closing, budgeting and financial planning.
Preparation of payslips and salary certificates, management of social security contributions, annual declarations.
Tax returns, VAT and withholding tax returns, tax claims and tax optimisation.
Services
Analytical review of accounts, implementation of internal control systems, and assistance with audit preparation.
Analysis of financial circumstances, pensions, insurance and assets.
Support with a property purchase or a mortgage renewal.
Our approach
We are not affiliated with any financial institution.
Our solutions are based on an analysis of your needs.
We place great emphasis on long-term support.
We cater to the needs of both local and international clients.
Our vision
Whether it’s a tax return, bookkeeping, a pension matter or property financing, we provide clear and prompt answers, as well as solutions tailored to each individual’s circumstances.
Contact us
We would be delighted to welcome you in Puidoux for an initial, no-obligation meeting to understand your needs and explore how we can support you.
