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)