Personal
INcome tax
tax club subscription
We commit to:
· Delivering peace-of-mind
· Ensuring your taxes are up-to-date and compliant
· Keeping you informed and growing in tax insight
We:
· Manage & deal with all SARS issues, requests and follow-ups.
· Plan connect-sessions with regular Strategic planning throughout the year (fitting to your plan option)
· Are available on call every workday for guidance and input, committing to response-time by latest next day if unavailable.
This is the PRS&M tax-club level: our top-tier subscription.
This is Personalised Regulatory Strategy & Management
We keeps up with current tax changes. Whether you need help with tax planning, filing, or disputes, we provide the information and support you need to make informed choices, diminish tax wastage and claw back deductions and tax savings.
Some specific expert areas:
Medical deductions and Disability (DD) claims
Independent Contractor vs Employee
Investment & Crypto
Small Business Corporation, and Turnover (Micro business) Taxation
Non-resident taxation; foreign employment and working abroad
Donations tax and Estate planning
Whether you just need once off assistance in preparing your income tax, or are looking for ongoing intervention into tax planning and filing: this will be your first step
Initial
Consultation
Consultation with review of your tax situation and needs
Identifying needs and providing direction
Templates for organising income streams and tax needs
Providing guidance
SARS tax profile take-on and correction
Preparation of engagement contract and require Power of Attorneys

tax subscription options
Choose the Plan and the tier-level that suites you
standard
Employment PLAn
You’re just starting out on your tax journey and/or your income streams are simple and linear. You have a single income stream and are looking for support in preparing and filing your taxes as well as external management of your SARS profile.
with allowances
simple investments (tax free)
(retirement annuity)tax preparation and filing
SARS profile management
from R240pm
Tax-club from R1050pm
(+VAT)
Provisional Taxpayer
& Compound Income
Portfolio PLAN
(incorporating all features of “standard employment”)
Your financial world is complex with multiple sources of income. You are looking for assistance in categorising and preparing your tax financials. As well as filing provisional tax. Looking for external management of SARS profile and representation in SARS disputes
provisional tax payer
complex investment portfolio
(shares investments)
(crypto)property Investments
medical claims
(Eg. disability)
from R770pm
Tax-club from R1970pm
(+VAT)
investor & Business
PLAN
(incorporating all features of “complex income portfolio”)
Not only do you have mutiple income streams with a complex investment portfolio, but you are also a business owner searching for management tools and assistance in training and oversight.
As well as looking for all inclusive intervention in structuring your personal and business income portfolio to optimising tax planning.
business owner
private shareholdings
foreign income
salary structuring consultancy
includes Quickbooks Online subscription
QBO training and oversight
SARS profile management & dispute representation
from R4600pm
(+VAT)