ATAXA

What ATAXA does

ATAXA GmbH is an independent fiduciary and tax advisory firm (Treuhand und Steuerberatung) headquartered at Bürglistrasse 33a, 8401 Winterthur, Switzerland. The firm operates with a three-person team led by Managing Director Beat Wieduwilt, supported by Certified Fiduciary Nicole Gsell Hohl and accountant Carola Winteler, combining credentials across tax advisory, administration, and legal practice (Advokatur). Services are delivered through a team-based Vier-Augen-Prinzip (four-eyes principle) approach that the firm markets as a quality-assurance differentiator.

The firm runs two integrated service lines. Steuerrecht (Tax Law Services) covers tax consulting and tax return preparation for natural and legal persons, property gains taxes, inheritance and gift taxes, withholding taxes, VAT law, corporate restructuring, and succession planning. Treuhand (Trust/Fiduciary Services) provides organization of accounting, financial and payroll bookkeeping, annual financial statement consulting, and budget, liquidity, and financial planning for companies and self-employed individuals. For court-related matters, ATAXA collaborates with Wieduwilt Rechtsanwälte (www.wieduwilt.ch) as a legal partner.

The business model is professional-services fee-for-engagement, with pricing set on a client-specific quote basis. Go-to-market is direct-to-consumer, relying on personal outreach, proximity-based relationships, and referrals within the Winterthur and broader Canton of Zurich region. Target customers are private individuals with complex tax/succession needs and small-to-medium enterprises (KMU) requiring ongoing accounting, payroll, and tax compliance support. The firm has no publicly disclosed revenue, no funding, and no digital distribution channels; all client engagement is face-to-face or by direct contact.

Name

ATAXA

Legal name

ATAXA GmbH

Website

https://ataxa.ch

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

ATAXA GmbH is a Winterthur-based Swiss fiduciary and tax advisory firm serving private individuals and SMEs with bookkeeping, payroll, tax consulting, and succession planning, delivered by a three-person team using a four-eyes principle and partnered with Wieduwilt Rechtsanwälte for legal matters.

Ownership category

akta.pro rank

Product category

Tax Advisory & Fiduciary Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYBPAHANAL

Estate, Gift & Trust Valuation

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services

SECONDARYBPAHABAJ

Indirect Tax (VAT/GST/Sales & Use) Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Tax advisory services
• Fiduciary services
• Financial bookkeeping
• Trust services
• Succession planning

Headquarters

HQ city

Winterthur

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, Others

Revenue model

1. Trust and Fiduciary Services: Financial and operational management services for businesses and self-employed individuals, including accounting organization, financial bookkeeping, and payroll management.
2. Tax Advisory Services: Tax consulting and preparation services for natural and legal persons, covering various tax types including property gains tax, inheritance/gift tax, withholding tax, VAT, and corporate restructuring.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

ATAXA GmbH is an independent Swiss fiduciary and tax advisory firm providing tax consulting and trust (Treuhand) services to private individuals and small-to-medium enterprises. Tax services cover tax return preparation for natural and legal persons, property gains taxes, inheritance and gift taxes, withholding taxes, VAT law, corporate restructuring, and succession planning. Trust services include organization of accounting, financial bookkeeping, payroll accounting, annual financial statement consulting, budget development, and liquidity and financial planning. Services are delivered through a three-person team applying the four-eyes teamwork principle from the firm's office in Winterthur, Switzerland.

Product overview

ATAXA GmbH is an independent trust and tax consulting firm (Treuhand und Steuerberatung) based in Winterthur, Switzerland, serving private individuals and small to medium-sized companies. The company offers two core service lines: Steuerrecht (Tax Law Services) covering tax consulting, tax returns, property gains taxes, inheritance/gift taxes, withholding taxes, VAT, corporate restructuring, and succession planning; and Treuhand (Trust Services) encompassing financial accounting, payroll accounting, annual financial statement consulting, and financial planning. Services are delivered through a team-based approach (four-eyes principle) with close client relationships and direct dialogue.

Differentiator

Problem solved

Functional benefit

Products and services

• Steuerrecht (Tax Law 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

One partnership is on record.

• Wieduwilt RechtsanwältecoreStrategic or Co-development PartnerWieduwilt Rechtsanwälte serves as ATAXA's legal partner for court proceedings. When clients require support for judicial matters, ATAXA collaborates closely with this law firm. The partnership provides clients with comprehensive legal representation and ensures seamless coordination between tax advisory and legal services. The firm is based in Switzerland at www.wieduwilt.ch.

Scale indicators1 record

Recent moves1 record

Expansion highlights2 records

Broad incumbents

• BDO Switzerland: BDO Switzerland is the Swiss arm of a global audit, tax, and advisory network offering Treuhand, tax consulting, and corporate services across many cantons. Comparable to ATAXA as a Swiss provider of fiduciary and tax services to KMU and individuals, but operating at significantly larger scale and scope.
• KPMG Switzerland: KPMG Switzerland is a Big Four provider of audit, tax, and advisory services in Switzerland, including corporate tax, indirect tax (VAT), and fiduciary-style engagements. Comparable on tax advisory and accounting services to KMU/large corporates but at vastly greater scale and with broader international reach than ATAXA.
• Deloitte Switzerland: Deloitte Switzerland provides tax, legal, audit, and advisory services across Swiss cantons including corporate tax, indirect tax, and private client/wealth advisory. Comparable to ATAXA in service overlap (tax, fiduciary) but at national and international scale.
• PwC Switzerland: PwC Switzerland is the Swiss practice of PricewaterhouseCoopers offering tax, legal, and assurance services including Swiss corporate tax compliance, VAT, and wealth/succession planning. Overlaps with ATAXA's tax and succession advisory mandate but serves mostly mid-market and large clients.
• Mazars Switzerland: Mazars Switzerland is a mid-tier international audit, tax, and advisory firm with Treuhand, corporate tax, and accounting services for KMU. Similar positioning to ATAXA's KMU focus but with multi-cantonal presence and larger partner bench.

Direct peers

• RBT Treuhand AG: RBT Treuhand is a Zurich-area Swiss Treuhand firm providing accounting, payroll, tax declaration, and corporate services to KMU and individuals. The most directly comparable peer to ATAXA in terms of regional market (Zurich), service mix, and KMU/private client focus.
• OBT AG: OBT is a mid-sized Swiss audit, tax, fiduciary, and consulting firm headquartered in central Switzerland serving KMU and private clients. Closely comparable to ATAXA on Treuhand + Steuerberatung + KMU/individual customer focus, though at much larger scale and broader canton coverage.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 ATAXA