Tax Prep Checklist

As the upcoming tax season approaches, we want to make the process less painless and a bit more enjoyable (or at least less daunting!). We’ve prepared a tax preparation checklist that will guide you through the necessary steps, minus the boring tax jargon. Let’s make taxes as painless as possible! Tax Prep Checklist # List 1 ⃣        Gather all relevant documents: 2 ⃣        Review personal details: 3 ⃣        Declare additional…  Read more

2023 Budget Summary

118 Budget Summary The news flow in this year’s budget is probably best described as neutral. The good news is that SARS revenue collections were ahead of budget (as SARS collection agents we will take some credit – queue the high fives!). So, no tax increases, but in fact tax relief for individuals and businesses in the form of incentives for investment in solar generation. The bad news is that…  Read more

Financial Freedom?

What does it mean to you? It could mean the freedom to follow your passion in your career daily, while being paid a fair market related salary. For our clients, it could mean freedom from the daily grind of having to do finance or admin tasks, whilst having the peace of mind that their accountant has got this! To me financial freedom means the point at which I am financially…  Read more

Important Things to Know about an Estate Plan

If putting together your estate plan isn’t at the top of your priority list, you’re not alone. It’s something that people typically don’t want to do–for a variety of reasons. It’s not fun to think about what happens after we’re gone, and we often believe we have a lot of time to get our affairs in order. No matter how large or small your estate is, you need a plan…  Read more

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