Tax & Retirement Planning

Compliance handled quietly. Retirement planned properly.

Nobody wants to think about SARS deadlines or retirement math more than once a year — so we do it continuously, in the background, and only bring it to you when a decision is actually needed.

What's included

Your annual tax and retirement service, in full

Provisional tax calculations and SARS submissions, twice yearly

Annual income tax return preparation and filing

VAT registration and returns for registered businesses

Retirement annuity and preservation fund reviews

Two-Pot system contribution and withdrawal strategy

Estate plan review, including will and beneficiary alignment

SARS audit and query support if it arises

Annual tax efficiency report showing what you saved

SARS tax documents laid out on a desk for review

Behind the scenes

Deadlines tracked, so you never have to

Every provisional tax date, every filing window, every retirement fund review — logged and actioned on a schedule you never have to think about. You get a short note when something needs your sign-off, and silence the rest of the time.

Track record

What our compliance clients experience

Late SARS submissions across our active client base last tax year

R38k

Average annual tax saving identified per business client

312

Retirement plans currently under active review

In their words

Peace of mind, filed on time

"I used to dread February. Now I get an email telling me it's done and what I owe. That's the whole service, and it's worth every rand."

Fatima Adams

Freelance Architect, Observatory

"Our retirement annuities had been sitting untouched for a decade. Thandiwe found us thousands in fee savings just by consolidating them properly."

Johan Pretorius

Retired Teacher, Somerset West

Stop carrying the SARS calendar in your head

Hand your tax and retirement planning to a team that treats deadlines as non-negotiable.

Call +27 21 418 6732