Tax that's planned in February, not panicked over in August
Most tax problems aren't caused by SARS — they're caused by decisions made without a full year's view. We build your tax position deliberately, then keep it compliant as things change.
A full year of tax planning, not a once-off filing
Annual tax strategy session before the tax year begins
Provisional tax calculations, both August and February periods
SARS eFiling review and correction of prior misstatements
Retirement annuity and TFSA contribution timing advice
Capital gains planning ahead of asset sales
Support through SARS audits, verifications and disputes
Documentation trail for every deduction claimed
Coordination with your accountant or bookkeeper where one exists
From first review to filed return
Position review
We go through your last two SARS assessments and current-year income to find what's already been missed.
Strategy session
A 60-minute meeting covering contribution timing, deductions and any restructuring worth considering before year-end.
Provisional filing
We calculate and, where mandated, submit your provisional returns directly, with a written rationale for every figure.
Year-end reconciliation
Final return prepared, checked against the auto-assessment, and objected to if SARS's number doesn't match ours.
Tax planning, plainly explained
Yes, where you appoint us as your registered tax practitioner on eFiling. We'll walk you through that authorisation in the first session.
Regularly. We focus on planning and SARS strategy; many clients keep their existing accountant for bookkeeping and monthly compliance.
We manage the correspondence, prepare the documentation and, if needed, represent you through the dispute process at no separate consulting fee for existing retainer clients.
No — anyone with significant income outside a salary (rental, investment, freelance) is usually liable. We'll confirm your status in the first review.
Get ahead of your next tax deadline
Book a 30-minute review and we'll tell you, honestly, whether your current filing approach is costing you money.