Privacy Policy

Last Updated: January 2026

1. Data Controller

The data controller responsible for data processing on this website is:

2. General Information on Data Processing

This privacy policy explains the nature, scope and purpose of personal data processing within my business activities and on this website. It applies in accordance with the Swiss Federal Act on Data Protection (DPA) as amended on 1 September 2023.

"Personal data" means any information relating to an identified or identifiable natural person.

3. Collection and Processing of Personal Data

3.1 When Visiting the Website

When accessing this website, information is automatically transmitted to the server by your browser (so-called server log files). This data is stored temporarily and includes the IP address, date and time of access, amount of data transferred and the requesting provider. This data is used solely to ensure smooth operation and is not merged with other data sources.

3.2 When Contacting Us

When you contact me by email, phone or contact form, the data you provide (name, email address, phone number, content of your enquiry) is stored for the purpose of processing your enquiry and for any follow-up questions.

3.3 Within Engagements

For the provision of my tax, payroll and advisory services, I process the following categories of personal data:

• Contact data: Name, address, email, phone number
• Identification data: Date of birth, nationality, social security number, ID data
• Financial data: Salary data, tax data, bank details, assets
• Employment data: Employer details, employment contracts, permits
• Family data: Marital status, information about children (where tax-relevant)

4. Purpose of Data Processing

I process your personal data for the following purposes:

• Provision of tax, payroll and advisory services
• Fulfilment of legal and regulatory obligations (particularly tax and social security law)
• Communication in connection with engagements
• Invoicing and accounting
• Responding to enquiries

5. Legal Basis

The processing of your personal data is based on the following legal grounds:

• Contract performance (Art. 31 para. 2 lit. a DPA): Processing is necessary for the performance of a contract
• Legal obligation: Fulfilment of tax and social security law obligations
• Legitimate interest: Safeguarding legitimate interests, unless your interests prevail
• Consent: Where you have expressly consented

6. Disclosure of Personal Data

Your personal data will only be disclosed where necessary for the provision of services:

• Tax authorities: For filing tax returns and fulfilling tax obligations
• Social security institutions: For social security registrations and contributions
• Pension funds and insurers: For administration of pension and insurance solutions
• IT service providers: For hosting and technical services (subject to appropriate data protection standards)

I do not sell, rent or exchange your personal data with third parties for marketing purposes.

7. Transfer of Data Abroad

In principle, your data is processed and stored in Switzerland. Should a transfer abroad be necessary, I will ensure that an adequate level of data protection is guaranteed (e.g. through standard contractual clauses or transfer to a country with adequate data protection pursuant to the Data Protection Ordinance).

8. Retention Period

I store your personal data for as long as necessary to fulfil the respective purposes or as required by statutory retention obligations. In Switzerland, tax and business records must generally be retained for 10 years (Art. 958f CO, Art. 126 DBG). After expiry of these periods, data will be deleted or anonymised.

9. Data Security

I take appropriate technical and organisational measures to protect your personal data from unauthorised access, loss or misuse. These include:

• Encrypted communication (SSL/TLS)
• Password-protected systems
• Regular security updates
• Confidentiality obligations

10. Your Rights

You have the following rights in relation to your personal data:

• Right of access (Art. 25 DPA): You may request information about whether and what personal data is processed about you
• Right to rectification (Art. 32 para. 1 DPA): You may request correction of inaccurate data
• Right to erasure: You may request deletion of your data, unless statutory retention obligations apply
• Right to data portability (Art. 28 DPA): You may request your data in a common electronic format
• Right to object: You may object to the processing of your data

To exercise your rights, please contact me using the contact details above. I will respond to your request within 30 days.

11. Cookies

This website does not use cookies for tracking users. Only technically necessary cookies are used that are required for the operation of the website.

12. External Services

This website does not use external analytics or tracking services such as Google Analytics. The website is hosted by a Swiss hosting provider.

13. Changes to this Privacy Policy

I reserve the right to amend this privacy policy as necessary to adapt it to changed legal requirements or changes to my services. The current version can always be found on this website.

14. Information for EU/EEA Residents (GDPR)

Where I provide services to individuals residing in the European Union or the European Economic Area, the General Data Protection Regulation (GDPR) applies in addition to Swiss law.

Additional legal bases under GDPR:

• Art. 6(1)(b) GDPR: Processing necessary for the performance of a contract
• Art. 6(1)(c) GDPR: Processing necessary for compliance with a legal obligation
• Art. 6(1)(f) GDPR: Processing necessary for the purposes of legitimate interests

Additional rights under GDPR:

• Right to data portability (Art. 20 GDPR): You have the right to receive your data in a structured, commonly used and machine-readable format
• Right to object (Art. 21 GDPR): You may object to the processing of your data at any time

Right to lodge a complaint: In addition to the FDPIC in Switzerland, you may also contact the data protection supervisory authority in your EU/EEA country of residence.

15. Contact and Supervisory Authority

If you have any questions about data protection, you can contact me at any time:

You also have the right to lodge a complaint with the competent supervisory authority: