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.

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.