Tax Advisory
Tax planning that stands up to scrutiny
We help clients structure their affairs to be as tax-efficient as the law allows, and no further — every recommendation is documented and SARS-defensible.
What We Cover
The parts of the tax year that most often go wrong
Our tax advisory engagement is built around the parts of the tax year that most often go wrong for individuals and small business owners.
- Provisional tax calculation and submission, both August and February periods
- Annual income tax return review before filing
- Capital gains tax planning ahead of asset disposals
- Small business tax structuring, including turnover tax eligibility review
- Retirement contribution optimisation for maximum deductible limits
- Cross-border and expatriate tax matters for South Africans working abroad
Questions
Tax advisory, answered plainly
We advise and prepare — for submission, we work alongside a registered tax practitioner partner so every filing is compliant and properly logged with SARS.
Yes. We regularly assist clients responding to SARS verification and audit requests, organising supporting documentation and correspondence.
Both. A meaningful share of our tax clients are close corporations and small (Pty) Ltd companies structuring owner remuneration and provisional tax correctly.
Annually at minimum, and immediately after any major life or business event — a bonus, a property sale, or a change in employment status.
The initial consultation is complimentary. Ongoing advisory is quoted per engagement once we understand the scope of work.
Yes, including foreign income disclosure, tax clearance for offshore transfers, and double taxation agreement considerations.
Track Record
Numbers that reflect careful, sustained work
R48m+
in client assets under advisory oversight
9 years
average length of client relationship
0
SARS penalty disputes lost on our filed advice
48hr
typical turnaround on provisional tax queries
Get ahead of your next tax deadline
Whether it's provisional tax, a disposal you're planning, or a SARS letter you'd rather not open alone, talk to us before you act.