Tax & Compliance
Compliant first. Efficient second. In that order.
We structure for tax efficiency within the rules SARS actually enforces — not the ones a spreadsheet assumes. Every recommendation is checked against current legislation before it reaches you.
Scope of work
Our tax and compliance work typically covers:
A disciplined, documented approach — every engagement begins with a clear scope, agreed in writing before any work starts.
- Provisional tax calculation and submission scheduling
- Income structuring for salaried, freelance and director income
- Capital gains planning around asset sales and offshore transfers
- Trust and estate tax positioning in coordination with your attorney
- SARS verification and audit support, from documentation to correspondence
- Annual tax efficiency review ahead of each filing season
Common questions
Answers before you ask
Yes. Our tax advisors are registered with SARS and a recognised controlling body, and our advisory practice is licensed under the FSCA (FAIS).
In most cases, yes. We regularly step in mid-process — reviewing the query, gathering the supporting documentation, and corresponding with SARS on your behalf.
Both. For businesses we typically work alongside your existing accountant or bookkeeper rather than replacing them, focusing on structuring and provisional tax strategy.
A fixed project fee for defined work like a filing season or SARS query, or a retainer for ongoing quarterly support — agreed upfront, in writing, before we begin.
Yes, this is a core part of our practice, including SARB allowance guidance and reporting obligations for foreign-held assets.
That's a common starting point. We begin with a review of the last three years of filings and build forward from there.
Filing season
Filing season doesn't have to be a scramble
Get ahead of it with a structured review before the deadline pressure starts.