Before you call.

Yes, and it is more common than you would think. We request your full SARS statement of account, work out exactly what is outstanding, file the back returns and then deal with penalties and interest. Where the amount owing is real, we negotiate a payment arrangement rather than leaving it to collections.

Not automatically. Auto assessments are built from the data third parties submit to SARS, so they generally capture your salary, retirement contributions and medical aid correctly. What they miss is anything SARS does not receive: home office costs, rental property losses, travel claims against a car allowance, donations and commission expenses. If any of those apply to you, accepting the assessment as it stands usually means overpaying.

Individual returns are quoted per return based on complexity. Business clients are on a fixed monthly fee that covers the agreed scope for the year, so your cost is predictable and there is no meter running when you phone with a question. You get the number in writing after the first consultation, before any work starts.

Only if you want to. Everything runs on cloud accounting and secure document sharing, and we act for clients across Gauteng who we have never met in person. That said, the Houghton office is open for meetings and some conversations are simply better face to face.

It depends on your public interest score and how your financial statements were prepared. Most owner managed companies fall below the audit threshold and require an independent review instead, which we perform in house as a CA(SA) firm. A statutory audit is only required in specific circumstances, and where it applies we refer you to a registered auditor and prepare the file so the engagement runs efficiently. One rule worth knowing upfront: the same firm cannot both compile and independently review the same set of statements, so where we do your accounting we arrange the review with an independent colleague.

Yes. We handle the professional clearance letter, the transfer of your SARS eFiling profile and the handover of records. You do not need to have an awkward conversation about it if you would rather not.

For the first consultation, nothing. Bring what you have. After that, typically your ID, SARS eFiling details, last set of financial statements or returns, and access to your bank statements. We will send a short checklist tailored to your situation.