Kohli Treuhand Immobilien (Spiez)

Your partner for real estate services.

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Mutual trust and Client satisfaction is one of my most important concerns. For an optimal customer benefit, the focus is on a lasting, constructive, fair and, above all, a cooperative partnership.

Another priority is to execute the orders placed by my customers in a competent, professional and trustworthy manner. In addition, I attach great importance to seriousness and thoroughness, as well as compliance with legal standards and regulations.

I see these requirements as a daily motivation and challenge to meet the goal of providing the best possible customer service in the fiduciary tasks.

SERVICES

MANAGEMENT (CONDOMINIUM)

• Administrative management
  • Convening and chairing the owners' meeting
  • Keeping the minutes of the resolutions
  • Execution and coordination of community resolutions
  • Updating of changes in regulations and rules of use
  • Keeping the justification documents, regulations, regulations of use, minutes, plans and property records
  • Conclusion, renewal and termination of janitor contracts
  • Conclusion, renewal and termination of insurance contracts as well as review and adjustment of the scope of coverage
  • Recording and settlement of claims and insurance cases
  • Conclusion, renewal and termination of service contracts for facilities and equipment as well as review and adjustment of the scope of coverage
  • Key control (for locking plan)
  • Salary accounting of the janitor incl. settlements of social security contributions
• **Financial management
  • Management of fund assets and preparation of annual capital, interest and withholding tax statements
  • Submission of the annual budget
  • Collection of owner contributions
  • Control and payment of invoices
  • Keeping the property accounts
  • Preparation of the annual management and ancillary cost statement at the end of the accounting period (Heating costs / hot water billing by third party company if necessary)
• Technical management
  • Regular inspection visits to the property to check its overall condition
  • Ensuring that the elevators, heating, ventilation, laundry room, etc. are in good working order
  • Placing orders within the scope of competence for precautionary and necessary repairs and maintenance with qualified craftsmen, contractors and suppliers
  • Supervision and control of the orders placed
  • Regular control of the janitor work
  • Preparation and supervision of the house and laundry room regulations
  • Employment and introduction of the janitor on the basis of the job specifications
  • Purchasing of heating energy
• **Other services
  • Preparation and implementation of major renovations and refurbishments
  • Representation and/or assistance in ordinary legal proceedings
  • Initiation of possible legal steps in case of non-receipt of contribution payments
  • Holding of extraordinary owners' meetings
  • Leasing and management of condominium units on behalf of individual owners
  • Changes of regulations in the land register
  • Expenses for disputes under neighboring law

**ACCOUNTING

• accounting
  • Financial accounting for self-employed persons (sole proprietorships)
  • VAT accounting
  • Interim and annual financial statements
  • Closing consultations
• Personnel administration
  • payroll accounting
  • payroll accounting
  • Issuance of salary statements
  • Annual declarations to the social insurances

**TAXES

• Tax return
  • Tax returns for natural persons
  • Examination of assessments
  • objection proceedings
  • Negotiations with tax authorities
• Declaration
  • Inheritance and gift tax
  • Real estate gains taxes
  • Withholding taxes
  • Withholding taxes

Accounting