Personal tax returns
Individual and partnership income tax returns, prepared accurately and submitted on time.
- Every legitimate deduction claimed
- Supporting documents organised
Tax Services
Tax, done properly. SARS, handled.
From your annual return to a final demand, I take the difficulty out of tax and give you a clear, stress-free path to being fully compliant.
Core services
Everything SARS asks of you, covered
Whether you’re a salaried employee, a commission earner, a landlord or a business owner, every return is prepared accurately, with the evidence to back it up.
Provisional tax
Accurate provisional tax estimates and submissions, so there are no surprises when assessments arrive.
- Deadlines tracked for you
- Cash flow planned ahead
Tax planning & advisory
Individual and business tax planning that maximises deductions legally and keeps more of your money working for you.
- Strategic, year-round advice
- Aligned with your financial plan
SARS penalties & debt
Behind on returns or facing penalties? I’ll bring you up to date and deal with SARS on your behalf.
- Outstanding returns resolved
- Penalties reviewed
- Payment arrangements negotiated
Verifications, audits & disputes
SARS asked for supporting documents, or you disagree with an assessment? I prepare the evidence and responses for you.
- Verification-ready working papers
- Objections & correspondence
CIPC & business solutions
Practical support so your business stays compliant and you can focus on running it.
- CIPC annual returns
- Company structuring
- Bookkeeping & business advisory
Specialist areas
Deductions that are often missed
These are the areas where careful calculations and good evidence make the biggest difference to your tax bill, and to how smoothly a SARS verification goes.
Home officeQualifying costs & evidence
Rental propertyIncome & expenses
Travel allowanceLogbook-based claims
Commission earnersAllowable expenses
Medical & disabilityMedical tax credits
Retirement contributionsRA & fund deductions
Sole proprietorsBusiness income & costs
Capital allowancesWear-and-tear on assets
Signature service
Book your Tax Health Check
The Tax Health Check
I conduct a full check of your tax affairs with SARS and guide you to tax compliant status, pain free.
What’s included
- SARS audit protection
- Outstanding returns resolved
- Risk assessment
- Personalised action plan
What you’ll have
- Peace of mind
- Stress-free tax affairs
- A clear path forward
Questions
Good to know
I’ve received a letter from SARS. What should I do?
Don’t ignore it. Penalties and interest keep growing while a matter is outstanding. Send me a copy or book a consultation and I’ll explain what it means and the quickest way to resolve it.
I haven’t submitted returns for a few years. Is it too late?
No. Outstanding returns can be brought up to date, penalties reviewed and, where needed, a payment arrangement negotiated with SARS. The sooner you start, the less it costs.
How do I know if I have outstanding returns with SARS?
A Tax Health Check will tell you. I review your SARS profile for outstanding returns, penalties and debt, then give you a clear action plan.
What documents will I need?
It depends on your situation. Typically your IRP5, medical aid and retirement annuity certificates, investment income certificates and records of any deductible expenses. I’ll send you a tailored checklist.
Can you also help me plan my finances?
Yes. As a financial planner as well as a tax practitioner, I can make sure your retirement, investments and estate plan are structured tax-efficiently. See financial planning
If SARS is knocking, don’t ignore it.
Get a tax pro like Kalai on your side. Your first consultation is free.