Alltax
Alltax AG is a Basel-based Swiss professional services firm offering integrated fiduciary, tax advisory, statutory audit, and management consulting services to small and medium enterprises and entrepreneurs, with growing M&A and CSRD advisory practices.
- Company typePrivate
- Founded1995
- HeadquartersBasel, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Alltax does
Alltax AG is a privately held Swiss professional services firm headquartered in Basel, founded in 1995, operating through two legal entities: Alltax AG Treuhandgesellschaft (CHE-116.382.618) and Alltax AG Wirtschaftsprüfung (CHE-105.815.004). The firm delivers an integrated four-pillar service offering spanning fiduciary services (Treuhand), tax advisory (Steuern), statutory audit (Wirtschaftsprüfung), and management consulting (Unternehmensberatung), with the practice increasingly extended into M&A advisory, company valuation, and CSRD/ESG reporting. Core service delivery is conducted by credentialed partners and staff holding regulated Swiss qualifications, including dipl. Steuerexperte, dipl. Wirtschaftsprüfer, Swiss Certified Public Auditor, and MLaw, with EXPERTsuisse certification reinforcing professional standards compliance.
The firm's primary customer base consists of Swiss small and medium enterprises (KMU) and entrepreneurs in the Basel region requiring integrated compliance and advisory support. Use cases span financial accounting, payroll, VAT handling, interim and annual financial statements, tax planning and returns, statutory audits under Swiss OR and GAAP FER, succession and estate planning, and strategy consulting. The firm markets itself through a content-led approach, publishing technical articles on Swiss tax reform, hosting the annual Steuer-Update event series in collaboration with Bank Vontobel, conducting webinars, and maintaining a partner-led advisory sales motion with service-specific contact forms on its website.
Alltax generates revenue exclusively through professional services fees, with engagement-based custom pricing and multi-year contracts. The firm does not operate any proprietary technology platform, mobile app, or API; service delivery is in-person at the Basel office at Grosspeteranlage 5 in the B-City complex. Revenue figures are not publicly disclosed. The firm has earned the BILANZ "Top Steuer- und Treuhandexperten" recognition for four consecutive years (2023-2026), indicating sustained regional brand reputation. Ownership is private with no disclosed external investors, parent company, or funding history.
Alltax firmographics
Firmographics- Name
- Alltax
- Legal name
- Alltax AG Treuhandgesellschaft
- Website
- https://alltax.ch
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Alltax AG is a Basel-based Swiss professional services firm offering integrated fiduciary, tax advisory, statutory audit, and management consulting services to small and medium enterprises and entrepreneurs, with growing M&A and CSRD advisory practices.
- Ownership category
- akta.pro rank
Where Alltax is headquartered
LocationHeadquarters
- HQ city
- Basel
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
Alltax business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Services Fees: Alltax generates revenue through fees for fiduciary/accounting services, tax advisory, statutory audits, and management consulting. Services are delivered by expert partners and staff to corporate clients and individuals.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion3 records
Distribution channels2 records
Marketing channels5 records
Alltax product offering
Product offeringCore offering
Alltax AG is a Swiss professional services firm delivering an integrated suite of fiduciary (Treuhand), tax advisory (Steuern), statutory audit (Wirtschaftsprüfung), and management consulting (Unternehmensberatung) services. Services cover financial accounting, payroll, VAT, tax planning and compliance, ordinary and limited audits under Swiss law, and strategic advisory for SMEs including M&A and CSRD reporting. Engagements are delivered from the Basel headquarters by qualified partners and staff.
Product overview
Alltax AG is a professional services firm offering an integrated suite of fiduciary, tax, audit, and management consulting services. The company operates as a unified service offering rather than a software platform, providing these four core service lines: Fiduciary Services (Treuhand) covering financial accounting, payroll, and VAT; Tax Advisory covering planning and compliance; Audit services for statutory audits; and Management Consulting including M&A advisory and ESG reporting. The services are designed to work together interdisciplinarily, with cross-referrals between departments for comprehensive client support. All services are delivered from their Basel headquarters.
Differentiator
Problem solved
Functional benefit
Products and services
- Treuhand (Fiduciary Services)
- Steuern (Tax Advisory)
- Wirtschaftsprüfung (Audit)
- Unternehmensberatung (Management Consulting)
- M&A Advisory
- CSRD/Sustainability Reporting Advisory
Companies that use Alltax
Customer profileSegments3 records
Ideal customer profiles3 records
Alltax technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Alltax partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Bank VontobelcoreBank Vontobel collaborates with Alltax as co-host for the annual Steuer-Update events. The partnership combines Alltax's tax and consulting expertise with Bank Vontobel's financial planning capabilities, offering joint educational events to business owners and entrepreneurs on topics including tax reform, succession planning, and wealth management.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Alltax competitors and assessment
Company assessmentDirect peers
- RSM Switzerland: RSM Switzerland provides audit, tax, and consulting services to mid-market companies across Switzerland. Comparable to Alltax in target market and service lines, with a stronger international network backbone.
- OBT AG: OBT is a Swiss fiduciary, tax, audit, and consulting firm serving SMEs and mid-market companies. It is directly comparable to Alltax in scope (Treuhand, Steuern, Wirtschaftsprüfung, Beratung) and target segment (Swiss KMU).
- Grant Thornton Switzerland: Grant Thornton Switzerland offers audit, tax, and advisory services targeted at mid-market and SME clients. Comparable to Alltax in customer segment and service scope, with an international affiliate network.
- TGS Switzerland: TGS is a Swiss tax and consulting firm offering tax advisory, accounting, and management consulting for SMEs and entrepreneurs. Its service mix and customer profile closely mirror Alltax's positioning in the Basel/Swiss market.
Broad incumbents
- Deloitte Switzerland: Deloitte Switzerland provides audit, tax, consulting, and financial advisory services. Overlaps with Alltax in fiduciary/tax/audit offerings, but competes primarily for enterprise and large mid-market mandates in Switzerland.
- PwC Switzerland: PwC Switzerland provides a full range of audit, tax, and consulting services. While overlapping in fiduciary, tax, and advisory capabilities, it operates at far greater scale and competes for mandates beyond Alltax's mid-market focus.
- EY Switzerland: EY Switzerland is part of the Big Four and offers audit, tax, and management consulting across Switzerland. It is comparable in service categories but addresses a broader and larger client base than Alltax.
- KPMG Switzerland: KPMG is a Big Four firm with a substantial Swiss practice delivering audit, tax, and advisory services. It is a broad incumbent in the same professional services categories as Alltax but competes mainly at the upper end of the Swiss SME and enterprise market.
- BDO Switzerland: BDO is one of the largest Swiss audit, tax, and advisory networks serving SMEs and mid-market companies. It overlaps Alltax's fiduciary, tax, and audit service lines but operates at significantly greater national and international scale.
- Mazars Switzerland: Mazars is an international audit, tax, and advisory firm with a Swiss presence serving SMEs and larger enterprises. It overlaps with Alltax's core services but competes primarily at a broader and larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Alltax social profiles
Digital presenceAlltax compliance and trust
Trust signalCompliance2 records
Alltax financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alltax leadership team
Management profileNumber of profiles
Profiles5 records
Alltax funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alltax M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alltax
What does Alltax do?
Alltax AG is a Swiss professional services firm delivering an integrated suite of fiduciary (Treuhand), tax advisory (Steuern), statutory audit (Wirtschaftsprüfung), and management consulting (Unternehmensberatung) services. Services cover financial accounting, payroll, VAT, tax planning and compliance, ordinary and limited audits under Swiss law, and strategic advisory for SMEs including M&A and CSRD reporting. Engagements are delivered from the Basel headquarters by qualified partners and staff.
Is Alltax a public or private company?
Alltax is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Alltax founded?
Alltax was founded in 1995. It employs 11 to 50 people.
Where is Alltax based?
Alltax is headquartered in Basel, Switzerland, in the Europe region.
How does Alltax make money?
One revenue line is on record: professional Services Fees.
Who are Alltax's main competitors?
Direct peers on record are RSM Switzerland, OBT AG, Grant Thornton Switzerland and TGS Switzerland. Broad incumbents are Deloitte Switzerland, PwC Switzerland, EY Switzerland, KPMG Switzerland, BDO Switzerland and Mazars Switzerland.
Does Alltax have an API?
No public API is recorded for Alltax.