Tax Planning

Our expert team evaluates your financial situation, identifies tax-saving opportunities, and creates a customised plan to minimise your tax liability. We stay up-to-date with tax regulations and use our knowledge to your advantage, ensuring you keep more of your hard-earned money while staying in compliance with tax laws.

Tax planning is the process of strategically managing your financial affairs to minimise your tax liability. It involves making informed decisions throughout the year to optimise deductions, credits, and exemptions while ensuring compliance with tax laws.

Submission of income tax

PW Harvey & Co manages the entire income tax process for our clients, including the preparation and submission of all required tax forms to report income. We ensure accurate tax calculations, timely filings, and compliance with tax regulations. Our expert team handles all communication with tax authorities, such as SARS, to make the process smooth and hassle-free for our clients. We complete tax returns for individuals, trusts and companies.

Local & Offshore provisional returns

PW Harvey & Co specialises in completing both local and offshore provisional tax returns. We calculate your tax liability and help you spread it evenly throughout the assessment period. This proactive approach prevents large year-end tax bills and ensures efficient tax management for our clients.

Applying for tax clearance certificates

PW Harvey & Co assists clients in obtaining tax clearance certificates from SARS, ensuring that their tax affairs are in order for smooth offshore fund transfers. We handle the application process, confirm compliance, and secure timely approval, making it easier for clients to send money offshore when needed.

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