Expert Tax Compliance

SERVICES OFFERED

The completion, processing and submission of annual income tax returns and provisional returns for individuals, companies and trusts
Review and verification of tax assessments issued by SARS
Preparing and submission of objection and appeals to incorrect assessments
Assisting with SARS queries and audits
Advice and assistance with tax compliance
General tax planning and advice
Liaison with SARS regarding various matters
Tax clearance certificates (offshore investment, good standing, tenders)
Tax Directives (fixed percentage)
Payroll Services
Maintaining of a tax file
Maintaining a SARS e-filing profile
Tax registrations (VAT, PAYE)
Emigrations
Non-resident e-filing compliance

Michael has 21 years working experience in the tax industry. His employment record is as follows:

1994-2000 worked as a SARS assessor dealing with High Net Worth individuals taxpayers.
2000-2008 worked at PKF as a tax compliance consultant and manager.
2008-2012 worked at IOTA Tax Solutions (Pty) Ltd as a senior tax manager
2012-2015 worked at Stonehage Financial Services (Pty) Ltd as a tax manager dealing extensively with Ultra High Net Worth individuals.

Louis has 21 years working experience in the tax industry. His employment record is as follows:

1994-1998 worked as a SARS auditor dealing with High Net Worth individuals.
1998-2006 worked at BDO Spencer Steward as a tax compliance consultant.
2006-2010 worked at IOTA Tax Solutions (Pty) Ltd as a tax director.
2010-2015 worked at Stonehage Financial Services (Pty) Ltd as a senior tax manager dealing extensively with Ultra High Net Worth individuals.