Accounting and Tax Services

Accounting services
Tax services

SERVICES PROVIDED

In 2022 FinPlanCo expanded its service offering to provide clients with in-house accounting and tax services, whether for their individual or business needs.

Accounting and Tax go hand in hand with financial planning and often these disciplines overlap. Accountants have a fiduciary duty to assist their clients in best managing their financial affairs but, considering the FSCA’s strict regulation regarding advice, they hesitate to step into this arena. It therefore makes sense that Financial Planners cross pollinate with Accountants and Tax practitioners with this combination providing the client with a more wholistic service allowing improved tax efficiency and accuracy.

Service Category General Service Scope
 

Accounting services
  • Payroll
  • CIPC annual submissions, applications, and amendments
  • Bookkeeping and Management accounts
  • Compilation of Financial Statements and Notes
 

 

Tax services
  • Basic to advanced tax returns
  • Sole proprietor and independent contractor returns
  • Auto-assessment reviews
  • Provisional tax returns
  • VAT, PAYE, UIF registrations
  • Foreign Investment Allowance-, Tax Clearance-, and Emigration Tax Clearance certificates
  • General SARS queries