Tax

Tax can be an unnecessarily stressful part of life. Our tax division is here to reduce that stress for our clients by providing effective services and advice. At the end of the day, we know that everyone wants to ensure that they pay only the tax they need to and that they do not have unnecessary issues with SARS. 

Basic Tax Management Service

If you earn a monthly salary and have relatively simple finances, this is the service for you. (Provisional taxpayers, please see below).

What do I get?

  • Digital set up and evaluation of tax profile
  • Ongoing management of tax profile
  • Direct personal access to a dedicate tax advisor 
  • Calculation evaluations
  • Digital submission of all tax return documentation
  • Feedback and support 

What are the benefits?

  • You no longer need to worry about whether your tax returns are correct and on time.
  • You do not need to worry if you are paying the right amount for tax.
  • You will not need to wait in queues
  • or wait for ages on hold with SARS. 

How much does it cost?

We charge a small monthly fee that varies depending on the complexity of your return. We will give you a quote during the sign up process.

What do I need to do to sign up?

  • Follow the sign up link below.
  • Fill out the short online form.
  • We will then process your information and ask you a series of follow up questions.
  • Sit back, relax, and do not worry about your tax. 

Sign up


What if I am a provisional taxpayer? 

We will provide you with the same services as the basic tax management services listed above. In addition, we will ensure that all three of your submissions are made correctly and that the calculations are correct.

How much does it cost?

We charge a small monthly fee that varies depending on the complexity of your return. We will give you a quote during the sign up process.

Sign up

For all other services such as:

  • Tax queries on trusts and estates
  • Verification document submission
  • Objections to assessments and statements of accounts
  • Tax Clearance Certificate applications
  • Compliance status
  • Foreign Investment Allowance
  • SARS first time Tax Registration

Please get in touch with the head of our tax services division, Angelique

Sign up for Financial Advisors