Tax Planning forms an integral part of holistic financial planning to ensure that all financial goals are aligned with tax efficiency. The rationale behind tax planning is to allow all the components of a holistic financial plan to interact more effectively by minimizing tax liability, through the best use of all available allowances, deductions, exclusions, exemptions, etc. to reduce income- and capital gains tax.
Optimum Tax Consultants offer specialised services for all your tax return needs, from preparing relevant documentation, submitting it through to SARS, to follow-up on the progress. We offer advice on personal tax matters, including income tax, estate duty, and capital gains tax for individuals. On request of clients, we can assist with the administration and preparation of supporting documents for tax return. We also handle the objectives and disputes with SARS.