Tax Partner

What Tax Partner does

Tax Partner (legal name: steuerpartner ag) is a privately held Swiss tax advisory and business consulting firm headquartered at Vadianstrasse 44, St. Gallen, Switzerland. Founded in 2004, the firm operates as a partnership owned by five credentialed partners (Thomas Christen, Rolf Helfenberger, Christoph Lehmann, Janine Schlegel, and Walter Stiefel) and supports a total headcount of approximately 24 staff. It serves both business and private clients in the St. Gallen region and Eastern Switzerland, with stated expertise in national and international tax matters and general business consulting.

The firm delivers three core service lines: Tax Consulting (tax strategy, tax returns, representation before tax authorities, VAT/EU turnover tax, tax due diligence, and appeals), Business Consulting (restructuring, M&A support, financial planning, succession planning, and company formations), and Trust Services (bookkeeping, payroll/HR administration, annual accounts, financial reporting systems, and temporary capacity support). Underlying technology is limited to standard third-party tax and accounting software and website SSL encryption; no proprietary software products or APIs are offered.

The revenue model is fee-based professional services billed on a per-engagement basis, with the trust/fiduciary line providing a recurring retainer stream (bookkeeping, payroll, annual reporting). Pricing is not publicly disclosed and is determined per engagement scope. Go-to-market is direct and relationship-driven: personalized consultations at the St. Gallen office, phone, and email, supplemented by referral flows through memberships in Treuhand Suisse, Expert Suisse, ASEFiD/SVDS, IFA Switzerland, plus regional chambers of commerce (IHK St. Gallen, IHK Thurgau, Handelskammer Deutschland-Schweiz, Wirtschaftsraum St. Gallen). The firm is unencumbered by external investors or a parent company.

Name

Tax Partner

Legal name

steuerpartner ag

Website

https://www.steuerpartner.ch

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Tax Partner (steuerpartner ag) is a St. Gallen, Switzerland-based tax advisory and business consulting firm founded in 2004, offering tax consulting, business consulting, and trust/fiduciary services to business and private clients in the St. Gallen region and Eastern Switzerland.

Ownership category

akta.pro rank

Product category

Tax Advisory and Business Consulting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Lawyers (541110)

SIC

Services-Management Consulting Services (8742), Services-Legal Services (8111)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industries

Transfer Pricing & International Tax Services (BPAHABAI), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax advisory services
• Business consulting
• Fiduciary services
• Tax compliance
• Succession planning

Headquarters

HQ city

Saint Gallen

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Consulting Services: Professional advisory fees for comprehensive tax planning, tax return preparation, tax compliance, and representation before tax authorities for both business and private clients.
2. Business Consulting Services: Fees for business advisory services including restructuring, M&A support, succession planning, financial planning, and company evaluations.
3. Trust/Fiduciary Services: Ongoing bookkeeping, accounting, payroll administration, and financial reporting services typically billed on a recurring basis.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Tax Partner (steuerpartner ag) is a Swiss tax advisory and business consulting firm offering three integrated professional service lines: Tax Consulting covering national and international tax strategy, compliance, representation, and due diligence; Business Consulting covering restructuring, M&A, financial planning, and succession planning; and Trust/Fiduciary Services covering bookkeeping, payroll, annual accounts, and financial reporting. The firm serves both corporate and individual clients, primarily in the St. Gallen region of Switzerland.

Product overview

Tax Partner (steuerpartner ag) is a Swiss tax advisory and business consulting firm offering three core professional services: Tax Consulting, Business Consulting, and Trust Services. The company operates as a service-based firm rather than a software product company, providing personalized advisory services to business and private clients in the St. Gallen region.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Consulting
• Business Consulting
• Trust Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core, minor and moderate.

• Treuhand SuissecoreOthersProfessional membership association for Swiss trust and tax advisory professionals. Represents the firm in the broader Swiss fiduciary community.
• Expert SuissecoreOthersLeading Swiss expert association for accounting, auditing, and tax advisory professionals. Provides continuing education and professional standards.
• Industrie- und Handelskammer (IHK) St. GallencoreOthersChamber of Commerce for the St. Gallen region. Membership provides networking and industry representation.
• IHK ThurgauminorOthersChamber of Commerce for the Thurgau canton, extending regional network reach.
• Handelskammer Deutschland-SchweizmoderateOthersSwiss-German Chamber of Commerce supporting cross-border business relations between Switzerland and Germany.
• Wirtschaftsraum St. Gallen (WiSG)moderateOthersRegional economic development organization for the St. Gallen area.
• VSUD (Verband Schweizerischer Unternehmensberater)minorOthersAssociation of Swiss business consultants providing professional standards and networking.
• ASEFiD/SVDSminorOthersSwiss Association of Fiduciaries and Tax Advisors.
• St. Gallen Bodensee AreaminorOthersRegional economic alliance for the St. Gallen Bodensee region.
• IFA SwitzerlandminorOthersInternational Fiscal Association Switzerland - international tax law professional organization.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• BDO Switzerland: BDO Switzerland is a mid-tier international accounting and advisory network with a strong Swiss presence, offering tax consulting, business advisory, and audit services to mid-market clients across Switzerland—directly comparable to Tax Partner's three-service model but at significantly greater scale and broader geographic coverage.
• Mazars Switzerland: Mazars is an international audit, tax, and advisory firm with Swiss offices providing tax compliance, international tax planning, and business consulting services to SMEs and private clients—overlapping directly with Tax Partner's service portfolio at a larger, multi-office scale.
• Grant Thornton Switzerland: Grant Thornton Switzerland is a mid-tier international advisory network offering tax, business consulting, and outsourcing/bookkeeping services to Swiss SMEs—directly comparable to Tax Partner across all three service lines, with broader geographic reach.
• Baker Tilly Switzerland: Baker Tilly Switzerland operates as a mid-tier advisory network in Switzerland providing tax consulting, business advisory, and fiduciary services to mid-market companies and private clients—very close comparability in service mix and target segments to Tax Partner.
• KPMG Switzerland: KPMG Switzerland is one of the Big 4 accounting firms offering comprehensive tax advisory, M&A, and business consulting across all major Swiss cities—competing with Tax Partner for larger mid-market and corporate mandates, though it operates at vastly greater scale and does not focus on the regional SME niche.
• PwC Switzerland: PwC Switzerland is a Big 4 firm providing tax, legal, and business advisory services to Swiss and international clients—overlapping with Tax Partner on tax consulting and succession/restructuring work but typically serving larger enterprise clients with cross-border complexity.
• EY Switzerland: EY Switzerland is a Big 4 firm offering tax planning, transaction advisory, and business consulting—competing for the upper end of Tax Partner's addressable market (larger SMEs, cross-border mandates, succession) while offering a much wider service portfolio.
• Deloitte Switzerland: Deloitte Switzerland is a Big 4 firm with strong tax, M&A advisory, and consulting practices—competing with Tax Partner for complex Swiss tax mandates and cross-border engagements while operating at significantly larger scale.

Others

• Treuhand Suisse (member firms): Treuhand Suisse is the Swiss professional association of trust and fiduciary firms, with hundreds of small regional member firms offering tax, fiduciary, and business consulting services comparable to Tax Partner's three-service offering.
• Expert Suisse member firms: Expert Suisse is the leading Swiss professional association for certified accountants, auditors, and tax advisors, encompassing many small and mid-sized fiduciary firms that offer tax consulting, audit, and business advisory services in direct competition with Tax Partner in the regional SME market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/steuerpartner-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tax Partner