Who this Grisons tax service is for

This page is designed for clients who need integrated, canton-specific advice in Grisons, not just a one-off standard tax return. Typical situations where we act as Grisons tax advisor include:

• Residents of Grisons with substantial income, portfolios, real estate or business interests
• Entrepreneurs and shareholders with operating companies or holding structures in the canton
• Families facing inheritance or gifting questions involving assets and heirs in Grisons
• Executives with equity compensation taxed partly in Grisons and partly abroad
• Foreign investors and expats who need Grisons wealth tax planning and treaty analysis
• Corporates and groups requiring bookkeeping, audit, valuation and tax in Grisons

Straightforward, low-complexity returns without wealth, business or cross-border elements are generally not taken on as stand-alone mandates. We focus on high-end, integrated Grisons tax service mandates.

Grisons tax services at a glance

All core areas of cantonal taxation in Grisons are covered through dedicated hubs and service lines:

Grisons income tax service

Our Grisons income tax service is aimed at clients whose tax situation goes well beyond a simple salary-and-rent return. As canton-based tax advisors and consultants, we work with:

• Residents with multiple income streams (employment, bonuses, equity compensation, self-employment)
• International executives taxed in Grisons and abroad (US, Germany and other jurisdictions)
• Entrepreneurs drawing dividends, salaries and management fees from Grisons companies
• Clients with investment portfolios, private equity and real estate income

The Grisons income tax hub provides a detailed, technical overview of cantonal rules and municipality-specific aspects. For concrete, fixed-fee options and scope, see the Grisons income tax service page.

We integrate Grisons income tax with foreign tax filings wherever needed, so that income is consistently treated in Switzerland and abroad and double taxation is mitigated through treaty and credit mechanisms.

Grisons wealth tax planning and filing

The canton of Grisons levies wealth tax on worldwide assets of residents, with cantonal tariffs and municipality multipliers that can vary significantly between communes. Our wealth tax advisory for Grisons covers:

• Classification and valuation of portfolios, structured products and alternative investments
• Valuation of shares in privately held companies and holding structures located in Grisons
• Wealth tax implications of relocating into or out of Grisons, including choice of municipality
• Aligning wealth tax reporting with inheritance and gift planning

For technical details, thresholds and rates, see the Grisons wealth tax hub. For the broader national framework, you may also refer to our Swiss wealth tax guides and tools.

Grisons inheritance and gift tax service

Grisons applies a cantonal inheritance and gift tax regime with preferential treatment for close family members and higher progressive rates for more distant relatives and unrelated beneficiaries. Our inheritance tax service in Grisons helps:

• Families planning transfers of real estate, businesses and investment portfolios located in Grisons
• Cross-border estates with heirs or assets in Grisons and other countries
• Clients considering lifetime gifting strategies to optimise inheritance and wealth tax over time
• Heirs who need to understand and manage inheritance tax filings and deadlines

The Grisons inheritance tax hub sets out the technical background, including calculators, planning notes, nonresident guidance and forms. Practical service options and indicative fees are described on the Grisons inheritance tax service page.

In many cases we combine inheritance tax planning with wealth tax, asset protection and international structuring so that families have one coherent plan rather than isolated steps.

Business and corporate tax in Grisons

For companies and groups, we act as Grisons business tax advisor on cantonal and federal matters. Typical mandates include:

• Corporate income and capital tax planning for Grisons companies and permanent establishments
• Group structures, holding companies and financing structures involving Grisons entities
• Business relocations into or out of Grisons, including tax ruling support
• Management incentive plans and participation schemes for key executives

The nationwide Swiss business tax guide provides the framework within which Grisons-specific rules operate. We then translate this into concrete, canton- and municipality-specific advice for your operations.

Bookkeeping and accounting service for Grisons entities

Reliable bookkeeping and compliant financial statements are the foundation for accurate tax filings in Grisons. Our bookkeeping and accounting service covers:

• Day-to-day bookkeeping for companies, branches and permanent establishments in Grisons
• Preparation of Swiss statutory financial statements (OR) and Swiss GAAP FER accounts
• Management reporting, consolidation and KPI dashboards for groups with Grisons entities
• Alignment between accounting policies and Grisons tax treatment

For conceptual and technical guidance, see our Swiss bookkeeping and accounting guide. For concrete service packages and pricing, refer to the Swiss GAAP & accounting service page.

Audit and review service in Grisons

Depending on size and structure, entities in Grisons may be subject to limited or ordinary audit requirements, or they may voluntarily opt for a review. Our audit and review service includes:

• Limited and ordinary audits of Grisons companies and groups
• Review engagements where a full audit is not required or desired
• Special audits under Swiss corporate law (e.g. contributions in kind, capital reductions)
• Coordination of audit findings with Grisons tax planning and compliance

For details, see the dedicated audit and review service page. Audit work is coordinated with our tax and accounting teams so that issues are addressed consistently across all workstreams.

Valuation services for Grisons companies and assets

Valuations play a central role in Grisons for tax, M&A, inheritance, shareholder and litigation cases. Our valuation team provides:

• Valuation of privately held companies and shareholdings for tax and transaction purposes
• Valuation of businesses and assets for inheritance, gifting and matrimonial property settlements
• Fairness opinions and support in negotiations between shareholders or family members
• Documentation tailored to expectations of the cantonal and federal tax authorities

More information is available on our valuation service page. Valuation work is usually integrated into broader Grisons tax and structuring engagements.

Asset protection and foreign trusts with Grisons connections

For internationally mobile families and entrepreneurs with ties to Grisons, asset protection structures such as foreign trusts, foundations or holding companies must be aligned with Swiss and cantonal tax rules. Our work in this area focuses on:

• Assessing existing foreign trusts and structures in light of Grisons and Swiss tax practice
• Designing holding and asset protection structures that are robust and tax-efficient
• Coordinating with foreign counsel in key jurisdictions (e.g. US, common law trust jurisdictions)
• Integrating asset protection with inheritance, wealth and income tax planning in Grisons

Our dedicated focus page on foreign trusts and asset protection explains the cross-border context. On this canton page, we bring that expertise into the Grisons framework.

How our cross-border Grisons tax process works

We handle income, wealth, inheritance, business tax and related services in Grisons through a single, coordinated process, while keeping legal entities and professional regulations clearly separated:

• Switzerland (Grisons focus): Sesch TaxRep GmbH – cantonal and federal tax, bookkeeping, accounting and related advisory.
• United States: Sesch USA LLC – US federal and state tax for individuals and, where relevant, entities.
• Germany: Sesch Group GmbH Wirtschaftsprüfungsgesellschaft – German tax, audit and advisory for cross-border cases.

Step 1 – Initial Grisons-focused consult (20 minutes, free)

We clarify your residency status, assets, entities and family situation, identify which Grisons tax areas are in scope (income, wealth, inheritance, business, bookkeeping, audit, valuation) and determine whether US or German tax obligations are also relevant.

Step 2 – Integrated engagement for Grisons and abroad

You receive an engagement package that separates Swiss, US and German workstreams, but makes clear that your Grisons tax service is managed as one integrated mandate with coordinated planning.

Step 3 – Unified intake and document upload

We use one intake process for all jurisdictions and service lines. Information on income, balance sheets, structures, trusts, real estate and portfolios is captured once and then allocated internally to Grisons tax, bookkeeping, audit and valuation teams as needed.

Step 4 – Coordinated preparation and planning

Our teams prepare tax returns, financial statements, audit files and valuation reports with full visibility of cross-border implications. Positions are aligned so that filings in Switzerland, the US and Germany are consistent.

Step 5 – Joint review and implementation

We walk you through the overall tax position in Grisons, highlighting key planning opportunities and risk areas. Once agreed, we proceed with filings, submissions and, where applicable, ruling or assessment discussions with the cantonal tax authorities.

Step 6 – Separate but coordinated invoicing

Invoices are issued by the relevant legal entities (Swiss, US, German) but we provide a consolidated overview so that you see the total cost of your Grisons tax advisory, bookkeeping, audit and valuation in one place.

Talk to a Grisons tax specialist

In a complimentary 20-minute discovery call, we clarify your Grisons tax profile – including income, wealth, inheritance, business, bookkeeping, audit and valuation needs – and outline an appropriate engagement structure tailored to your situation.