Accounting | Tax | Consulting
Committed to service excellence
We offer curated client centric services.
From tax and trusts to accounting and business advice, we offer a broad spectrum of services that are designed to answer your unique needs.
Our services.
- Preparation of budgets
- Processing of transactions
- Processing of source documents
- Bank, creditors’ and debtors’ reconciliations
- Compiling of management statements and reports
- Preparing annual financial statements for corporate entities, trusts, partnerships and individuals
- Reviewing the accounting records prepared by clients
- Performing independent reviews according to the new Companies Act
- Payroll services
- Assistance with designing and implementing systems to improve business efficiency
- Implementing of and support for Pastel, Xero and Quickbooks software
- Comprehensive trust services
- Setting up of Inter Vivos trusts
- Setting up of Special trusts
- Setting up of testamentary trusts
- Amendments to existing trust deeds
- Change of trustees
- Trust administration
- Wills and estate planning
- Appointment as an independent trustee
- Administration of testamentary trusts
- Estate and financial planning (drafting of last will and testament)
- Estate administration as executor or agent
- Estate planning and administration of deceased estates
- Correspondence with Master of Supreme Court
- Compiling business plans
- Consulting and advising on corporate structures
- Providing management information and systems
- Compiling budgets
- Implementing control systems
- Compiling cash flow forecasts
- Performing equity/business valuations
- Managing tax obligations
- Ensuring the meeting of annual compliance obligations
- Advice in relation to asset disposals or business restructures
- Advice on the taxation outcomes of estate planning
- Processing of VAT and submitting of VAT returns
- Analysing the value added tax (VAT) consequences of transactions
- Liaising with the South African Revenue Services (SARS) on matters arising from audits or dispute resolution
- Verifying of SARS accounts and assessments and liaison with SARS
- Safe keeping of records for SARS
- Direct and indirect tax calculation (and income tax planning)
- Calculating provisional income tax as well as completing and submitting provisional tax returns
- Calculating annual income tax as well as completing and submitting annual tax returns
- Calculating capital gains and capital gains tax
- Calculating withholding tax on dividends as well as completing and submitting the dividend declaration form and dividend withholding tax return.
- Calculation of donations tax liability and completion and submission of form at the SARS
- Statutory registrations, i.e. registration for VAT, income tax, PAYE, UIF, SDL, WCA
- Income and capital gains tax (CGT)
- Income versus capital distinctions
- Employee remuneration
- Dispute resolution
- Dispute renegotiations and settlements
- Preparing objections and appeals
- Representation before the SARS Appeals Tribunal
- Private binding ruling requests
- Tax clearance certificates
- Foreign investment applications
- Special dispensation applications
- Registration of Companies and Close Corporations
- Conversions of Close Corporations to Companies
- Statutory record keeping and updates
- Correspondence with CIPC and Master of Supreme Court
- Timely reminder and payment of annual duty fees
- All family offices require different services, depending on the specific needs of each family.