Services
OUR CORE SERVICES
We are offering services to support businesses in all sectors.
TAXATION & TAX ADMINISTRATION
The total handling of your personal and business taxes such as provisional taxes and the calculation of the total tax liability.
We also offer advice on maximizing legal tax relief.
MANAGEMENT ADVICE
We provide guidance on problem areas as well as possible developments and expansions in your business sector.
Labour issues can also be addressed by our team of experts.
SALARY ADMINISTRATION
Calculation of salary packages, including allowances, perks and bonuses.
We can also assist with issuing IRP5 and IB3 certificates at each financial year end as well as paying out and issuing monthly salary slips for all your staff.
MEDICAL PRACTICE MANAGEMENT
All our services can also be applied directly to a medical practice, but since the medical field has its own problems we specialise in the help and support of the medical profession.
Reconciliation from your medical software package to the receipts as banked.
RETIREMENT AND ESTATE PLANNING
Advise on successful freezing of growing assets in your personal estate.
Assistance with planning & establishing family trusts and with your retirement package investment
ACCOUNTING SERVICES
The computerisation of your accounting records on the Pastel software package to trial balance stage and the reconciliation of the various checking accounts.
Preparation of annual financial statements in accordance with Generally Accepted Accounting Practice.
The calculation and completion of statutory forms, namely: Employee Tax, Unemployment Insurance Fund, Regional Services Councils, Accident Commissioner, Skills Development Levies, as well as Value Added Tax (VAT).
MORE INFORMATION ABOUT SOME OF OUR SERVICES
Estate Planning
The following aspects will be covered in the estate plan:
ESTATE PLANNING
The process whereby a client’s financial affairs in respect of his will, property, trusts, insurance, income tax and estate duty are restructured to achieve certain objectives
WILLS
Drafting of a legally binding will to ensure a practical and equitable distribution of assets to heirs and minimising death duties.
TRUST REGISTRATION
Too serve as a vehicle to own assets with the view of creating wealth for future generations, saving cost and taxes, insuring effective succession and to protect the assets
Tax Advice
At the center of personal financial planning lies tax planning. Without proper tax planning, a financial plan is only partially complete.
Esate Administration
This service includes the administration of deceased estates and testamentary trusts, as well as acting as executor/trustee.