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“Veni, Vidi, Vici…”

“I came, I saw, I conquered.” Julius Caesar could just as well have added ‘induco fiscalis’ (I introduce tax) as his empire was probably the first to force the concept of tax onto many of the occupied territories. 

However, tax is no longer simply collected from behind the sharp point of a gladius. Nowadays one has many more hoops to jump through - and some of them are so high that they almost seem invisible. To solve these tax problems, Optimum employs a team of specialist tax consultants.

How we do it at Optimum

Any good financial plan aims to generate growth and preserve wealth. Optimum’s tax consultants are tasked to assist our clients in compiling and implementing an efficient method of tax planning. 

An effective Tax Plan should be part of any financial strategy. Optimum is prepared to be at their client’s beck and call, every step of this merciless journey. Optimum enables clients to effectively minimise tax liability through optimal use of available allowances, deductions, exclusions, and exemptions.

Optimum’s tax consultants offer specialised services for all tax return needs, including the preparation of all relevant documentation, submitting documents to SARS, and following up on the progress. We also offer advice on personal tax matters, including income tax, estate duty, and capital gains tax for individuals.

Optimum will also assist clients with the administration and preparation of supporting documents for tax returns as well as handle objectives and disputes with SARS.