services
From compliance
to strategy, we’ve
got you
covered
Whether you’re filing tax returns, managing payroll, preparing for an audit, or ensuring statutory compliance, we provide reliable, end-to-end support tailored to individuals, SMEs, companies, and trusts. From tax and accounting to estate planning and business registrations, our services are designed to simplify compliance, improve financial clarity, and support long-term growth.
TAX SERVICES & REGISTRATIONS
We offer comprehensive tax and compliance solutions for individuals, small and medium enterprises (SMEs). Our team is dedicated to ensuring full compliance with SARS regulations while optimizing your tax position. Our services include:
Personal, Company & Trusts Tax Returns
Provisional Tax Submissions
SARS Disputes & Resolutions
VAT Services & Registrations
UIF (Unemployment Insurance Fund) Registration & Submissions
Workmen’s Compensation (COIDA)
AUDIT & ASSURANCE SERVICES
Independent Reviews
Statutory Audits
Internal Control Evaluations
Compliance & Regulatory Reporting
Agreed-Upon Procedures Engagements (AUP)
Customized procedures for specific areas of concern—ideal for shareholder reviews, grant compliance, or transactional verifications.
STATUTORY
Compliance with South African regulatory requirements is a legal obligation and a vital part of running a successful business. We offer a full suite of statutory services to help you stay compliant with the Companies and Intellectual Property Commission (CIPC) and other governing bodies, ensuring your business remains active, protected, and legally sound.
Company Registrations (CIPC)
We handle the complete registration process for new companies, including name reservation, submission of incorporation documents, and issuing of official CIPC registration certificates.
Director Amendments
Annual Return Submissions
Beneficial Ownership Disclosure
ACCOUNTING AND PAYROLL SERVICES
We provide reliable, accurate, and fully compliant accounting and payroll solutions tailored to suit the needs of individuals, startups, and growing businesses. Whether you're just getting started or looking to outsource ongoing tasks, we support your operations so you can focus on running your business.
Bookkeeping & Monthly Accounts
Accurate bookkeeping is the foundation of sound financial management. Our team ensures your books are up-to-date, reconciled, and compliant with regulatory requirements. Services include:
- Capturing all income and expenses
- Bank and credit card reconciliations
- Monthly management accounts
- General ledger maintenance
- Debtors and creditors reporting
We provide timely financial reports that give you a clear view of your business’s performance and assist with informed decision-making.
Payroll Management & Software Setup (Xero, SimplePay)
We offer end-to-end payroll services, ensuring your employees are paid accurately and on time while keeping you compliant with SARS and the Department of Labour. Our services cover:
Monthly payroll processing
- Payslip generation
- EMP201 and EMP501 submissions (PAYE/UIF/SDL)
- Leave and benefit tracking
- Year-end IRP5 certificates
- Payroll audits and compliance reviews
We also assist with payroll software setup and integration using industry-leading platforms such as Xero Accounting and SimplePay — ensuring smooth, automated payroll workflows with cloud accessibility, secure employee self-service, and real-time reporting.
ESTATES
Managing estates requires careful planning, legal compliance, and compassion. We provide expert estate services to help individuals and families handle current estate affairs and prepare for the future with peace of mind. Whether you’re administering a deceased estate or planning your legacy, we ensure all processes are handled professionally, ethically, and in full compliance with South African laws.
Estate Compliance via e-Filing
We assist with the administrative and tax-related responsibilities associated with deceased estates. Our services include:
- Registration of the estate with SARS
- Preparation and submission of final tax returns via e-Filing
- Calculation of estate duty and related taxes
- Communication with SARS and the Master of the High Court We ensure all tax matters are settled correctly to avoid delays in the finalisation of the estate.
Assistance with Estate Planning
Proper estate planning can reduce tax liabilities, protect your assets, and ensure your loved ones are taken care of according to your wishes. Our estate planning services include:
- Structuring of assets and trusts
- Succession planning for business owners
- Advice on estate duty and tax implications
- Custom strategies aligned with your financial and family goals
Wills Drafting & Safekeeping
A professionally drafted Will ensures that your assets are distributed according to your intentions and can significantly reduce family disputes and legal complications. We offer:
- Custom Will drafting based on your unique personal and financial situation
- Guidance on legal requirements and witnesses
- Secure safekeeping of your Will
- Optional updates to your Will as your life circumstances change