Zurich, since 1994
Tax · Accounts · Fiduciary
We keep the books, file the returns and tell you early what is coming.
Ashby & Kerr is a fiduciary and tax firm of 14 people. We work for about 380 owner-run companies and 900 private clients, most of them for more than ten years.
Clients
Companies with 1 to 80 employees, private clients, foundations
Languages
English, German, French, Italian
Reply
Within one working day
Office
Talgasse 14, 8001 Zurich
01
Services
Six services, one point of contact.
Every client has one person at the firm who knows the whole file. Specialists join when the question needs them.
02
In numbers
1’280
active mandates
14
people, 5 with federal diploma
32
years in the same street
97 %
of clients stayed last year
03
How a mandate starts
From first call to first filing in four steps.
01
First meeting
45 minutes, free. We look at your last return or accounts and the deadlines ahead.
Week 1
02
Scope and fee
A written engagement letter: what we do, what you deliver, what it costs.
Week 1-2
03
Handover
We collect documents and request the file from your previous adviser.
Week 2-4
04
Ongoing work
Fixed contact person, agreed dates, a short note after every filing.
From month 2
Fig. 1 - Handover meeting with a new client, second floor, Talgasse 14.
06
Insights
07
Questions
Before the first meeting
Do I need to bring anything?
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Can you take over in the middle of the year?
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How are fees calculated?
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Next step
The first meeting is free and takes 45 minutes.
Bring last year’s tax return or annual accounts. You will leave with a clear scope, a fee estimate and the next deadline that matters.