Ti Tax Advisory SA

A Ticino-based tax and business advisory practice

Ti Tax Advisory SA is a fiduciary and tax advisory firm based in Lugano in the canton of Ticino. The firm was founded in 2011 by Igor Tracchia, who holds federal credentials as a certified tax expert (Diploma Federale di Esperto Fiscale) and licensed fiduciary with certifications in both commercial and real estate fiduciary practice. The firm now operates with a team of six people, including Stefano Menegalli, a certified accounting expert (Esperto Contabile Diplomato Federale), and Cristiano Botta, a specialist in finance and controlling (Esperto Diplomato in Finanza e Controlling). For an arriving resident in Ticino, Ti Tax Advisory offers direct access to a multilingual, established practice with federal tax certifications and experience in both individual and corporate matters.

Services for someone arriving to settle in Switzerland

An arriving resident to Switzerland must establish legal residency status, often requiring tax registration, permit applications, and clarification of domicile for tax purposes. Ti Tax Advisory explicitly lists "Assistenza di permessi di dimora" (assistance with residence permits) and "Assistenza naturalizzazioni" (naturalization assistance) among its core services. This positions the firm directly for expatriates and foreign nationals dealing with the residency and naturalization process. The firm offers tax consultation both domestically and internationally, which suggests experience with tax issues arising when a person relocates from abroad.

For those establishing a business, the firm offers "Consulenza nella costituzione di società Svizzere ed estere" (consultation on forming Swiss and foreign entities), meaning advice on both starting a Swiss entity and structuring international holdings. The firm can also establish and advise on trusts and family foundations (Costituzione di Trust e Fondazioni di famiglia). The site lists "Assistenza nello startup" (startup support) and "Business Plan" services, indicating guidance for new business owners.

Accounting and financial services

Once a business is established, Ti Tax Advisory handles bookkeeping (Organizzazione contabile), preparation of accounts and consolidated financial statements (Allestimento contabilità e conti consolidati), and annual closing and interim closing procedures. The firm manages payroll and social contribution administration (Gestione stipendi e oneri sociali). These foundational services are complemented by consultation on business evaluation and financial consulting.

The firm offers statutory audits (Revisioni ordinarie) and limited audits (Revisioni limitate), along with special attestations. The attestations cover capital formation events (Aumenti di capitale), transformations from one legal form to another (Trasformazioni), liquidations (Liquidazioni anticipate), capital reductions (Riduzione di capitale), and seat transfers (Trasferimento di sede).

The firm also handles business consulting covering mergers, demergers, transformations, restructurings, and liquidations (Consulenza nell'ambito fusioni, scissioni, trasformazioni, risanamenti e liquidazioni). This breadth suggests experience with complex corporate transactions and reorganizations that often arise when businesses grow or change strategic direction.

Tax and real estate services

Ti Tax Advisory's tax services cover national and international tax consultation for individuals and companies (Consulenza fiscale nazionale ed internazionale per persone fisiche e società). The firm prepares tax declarations (Allestimento dichiarazioni fiscali), advises on succession and donation taxation (Consulenza in materia di successioni e donazioni), and handles tax matters relating to global taxation (Consulenza per le tassazioni globali).

A separate service offering addresses real estate: the firm manages small rental properties (Gestione di piccole proprietà immobiliari), handles payments and controls (Gestione pagamenti e controlli), organizes maintenance work (Organizzazione lavori di manutenzione), and offers real estate brokerage in collaboration with third parties (Intermediazione immobiliare in collaborazione con terzi). For a resident who is buying an apartment or property in Ticino, this service can simplify the administrative and tax side of property ownership.

The firm's background and credentials

Igor Tracchia, the founder and principal, brings substantial experience. He holds a Federal Certificate as a Fiduciary (Attestato Federale di Fiduciario, earned in 1996) and a Federal Diploma as a Tax Expert (Diploma Federale di Esperto Fiscale, earned in 2002). His professional background includes auditing at KPMG (1991-1996) and PriceWaterhouseCoopers (1996-1998), both in Lugano, followed by accounting and tax work at Fiduciaria Guardian SA (1998-2000). From 2000 to 2011, he was director of Fiduciaria Antonini SA, where he gained extensive national and international experience in corporate and tax consulting. He has been a member of Expert Suisse since 2002, holds authorization to practice as a commercial and real estate fiduciary (since 2003), and holds federal auditor authorization (ASR, since 2011).

Stefano Menegalli, a team member, is a certified accounting expert with federal credentials (Specialista in Finanza e Contabilità with a Federal Professional Certificate, earned in 2019, and more recently a Federal Diploma as a Tax Expert, earned in 2023). His background includes work at Corner Banca and, since 2014, at Ti Tax Advisory.

Cristiano Botta holds a Federal Diploma in Finance and Controlling (Specialista in Finanza e Contabilità with a Federal Professional Certificate, 2019). He joined Ti Tax Advisory in 2014 and holds ACF membership since 2019.

The team's credentials signal formal federal-level training and, in Tracchia's case, decades of practice starting at major international audit firms. For a client, this depth of credential and experience is higher than a solo practitioner starting recent.

Contact and location

Ti Tax Advisory is based in Lugano at Via Adamini 10a, 6900 Lugano. The phone number is +41 91 993 07 81. The email is info@titax.ch. The site does not specify office hours or whether appointments require advance notice, nor does it describe service area beyond Lugano/Ticino, though the international tax services suggest work with clients located internationally.

What is not published on the site

The firm does not publish pricing for any service. Prospective clients must contact the firm to discuss scope and obtain a proposal. The site does not specify languages spoken beyond the Italian that dominates the public site. No information is provided about response times or typical timelines for common services like incorporation or tax filing. The site does not list client types or industries served, nor does it detail how the firm bills (hourly, retainer, project-based). There is no description of how new clients are onboarded, what documents they must provide, or how the firm conducts initial consultations.

The firm's experience with international relocation, though implied by its residence-permit and naturalization services, is not detailed. It is unclear whether the firm regularly works with US expats, EU citizens, or other specific groups, or what their particular challenges might be. The site also does not clarify the scope of naturalization assistance: whether it includes legal representation, consulting only, or administrative support, or what the timeline and likelihood of success are.

Suited for which residents and business owners

Ti Tax Advisory suits residents and business owners in or relocating to Ticino who want multilingual service from a practice with deep federal credentials. Tracchia's background at international audit firms and decade-plus running his own practice suggests experience with complex matters and structured business building, not just compliance. The explicit services for permits and naturalization make it relevant for foreign nationals navigating Swiss residency.

Business owners in Ticino who are considering structuring international entities, managing cross-border taxation, or dealing with acquisitions and restructurings benefit from the firm's stated expertise. Small property owners managing rental income in Ticino can lean on the firm's real estate services.

The firm may be less suited for very small solopreneurs with minimal accounting needs seeking low-cost compliance support. A startup with zero revenue seeking free or very low-cost incorporation advice will need to discuss pricing directly. Clients outside Ticino or who require extensive remote service may find the Lugano location a drawback, though the firm's international tax practice suggests remote service is possible.

The engagement path

An arriving resident or prospective business owner would contact Ti Tax Advisory by phone (+41 91 993 07 81) or email (info@titax.ch), describe their situation (relocation, permit status, business formation, acquisition, etc.), and request a consultation and proposal. The firm would then discuss scope, timeline, and engagement terms.

For a resident new to Ticino, Ti Tax Advisory positions itself as equipped to handle both residency and settlement matters (permits, naturalization) and business foundation and ongoing compliance work. The firm's substantial credentials and two-decade track record provide confidence that complex matters will be handled correctly.