TAXATION

TAXATION

 Our tax specialists can assist you to navigate an increasingly complex tax environment. Our focus on maximizing tax planning opportunities, tax risk management and corporate tax governance allows us to work with you in partnership, so as to help manage your tax affairs using the best strategic tools in the most cost effective manner.

One of the ways we do this is by helping clients implement tax planning strategies in a measured and balanced way ensuring they minimize their overall tax liability.  We handle a diverse range of matters from detailed reviews of complex tax returns to technical tax consulting assignments.  Our approach to managing our clients’ tax issues, both strategic and routine, is proactive, assertive and successful.

Our areas of expertise:

Business

  • Mergers and acquisitions
  • Corporate re-organization
  • Tax compliance reviews
  • Consulting
  • Compliance
  • Bookkeeping and Accounting services

Personal

  • High net worth individuals
  • Tax planning
  • Estate planning
  • Consulting
  • Compliance

Indirect Tax

  • VAT (consulting and compliance reviews)
  • Transfer duty

International Tax

  • Cross border transactions/ structuring
  • Transfer pricing

Employees’ Tax

  • PAYE reviews
  • Payroll structuring
  • Expatriates

General Tax Services

  • Company Income tax registration
  • Advisory on tax matters
  • Maintenance of clients’ tax good standing
  •  Application for Tax Clearance Certificates
  • Submission of all types of tax returns
  • Applications for Directives
  • Representation and facilitation of SARS audits
  • Individual’s income tax registration
  • Application for Deferred payments
  • Submission of VAT returns on a monthly or bi-monthly basis as well as compliance review
  • Submission of PAYE returns on a monthly
  • Mergers and acquisitions tax implications
  • Tax compliance reviews and consultation
  • High net worth individuals
  • Tax planning for individuals
  • Estate planning
  • Transfer duty
  • International Tax implications
  • Cross border transactions/ structuring
  • Transfer pricing tax implications
  • Payroll structuring

Payroll Administration.

Advice on HR Policies
Change management facilitation
Salary structuring
Maintenance of payroll records
Client stuff leave administration
Drafting and custody of staff contracts

Wealth Management              

 Planning and managing your long-term wealth can have wide-ranging legal and tax implications. We specialize in personal financial planning, estate planning and administration, as well as wills and trusts.

  • Personal financial planning
  • Estate planning and administration
  • Wills and trusts

Personal Financial Planning

Inflation, education and medical costs are just some of the personal financial challenges you face and each of these issues varies according to your circumstances. By working closely together, we gain a comprehensive understanding of your needs and can structure and administer the most appropriate tax strategies, retirement and estate planning and general financial matters for you.

Estate Planning and Administration

Efficient tax planning and the protection of your beneficiaries are just two advantages to having a carefully developed and well planned estate plan. Our comprehensive knowledge of estate planning and administration can assist you in reaping estate duty benefits and other long term tax and social benefits.

Will and Trusts

At LBA Accountants we review and advise on wills and trusts, prepare trust financial statements and liaise with the Master of the High Court.

Individual financial planning
Estate planning and administration
Administration of wills and trusts