About Us

Tax and Financial Solutions

We are a Taxation and bookkeeping firm that specialises in Tax and financial solutions with a customer focused   approach. We provide services to individuals, close corporations,   companies, body corporate, trusts and various other business entities and pride ourselves on being able to supply our clients with timeous, relevant data and advice that will enable their businesses to operate successfully.

We are registered tax practitioners and  we offer a virtual service to our individual clients, where we correspond via e-mail. Many of our clients opt for this service as it means they do not have to leave their homes or office nor spend a consultation fee.

 

Why Work With Us?

Although our service is mainly geared toward taxation we also have experience in all other financial services.

Small businesses in general lack the financial knowledge and skills that can determine their survival in this competitive environment and we realise that many business owners do not have the relevant financial knowledge or skill. We form integral business relationships with our   clients in order for them to focus on what they do best and thereby help them to prosper and grow. To remain competitive in an ever-changing environment you need financial advice and services, which curb your risks, but is still relevant in your business, and we aim to fulfill that role.

All large businesses were small at one stage, we have  grown with our clients and we are continuing to evolve in order for our  services to remain relevant.

We welcome you to try our service today. You will not be disappointed.

Qualifications & Experience

Education

  • Credo Business College (SAIT Tax Technician EISA, Taxation).
  •  The Insitute of Certified Bookkeepers (ICB Finacial Accounting program, Accounting).

Experience

  • Atlantic Trust Company Limited

Licences and Certifications

  • Business Accountant in Practice (SA) BAP(SA)- Chartered Institute for Business Accountants (formerly SAIBA)
  • Tax Practitioner – South African Institute of Taxation
  • Xero Advisor – Xero