Whether you’re leaving South Africa, dealing with an outstanding SARS debt, or need to disclose offshore assets, TaxSrv provides specialist guidance most general accountants can’t offer. Every matter is handled personally by Leanne.
Our Services
Specialist tax services
Select any service to learn more, or get in touch to discuss your situation directly.
Most Requested
Ceasing South African Tax Residency
If you’ve emigrated or are planning to, ceasing your South African tax residency is a critical legal step. Done incorrectly, you remain liable for SA tax on your worldwide income indefinitely.
- Assessment of your residency status under the physical presence or ordinarily resident tests
- Preparation and submission of the cease notice to SARS
- Capital Gains Tax (Exit Tax) calculation on deemed disposal
- Confirmation letter from SARS upon successful cessation
Typical timeline
3–6 wks
Depending on SARS workload and client document readiness
Disclosure
Voluntary Disclosure Programme (VDP)
A VDP application allows individuals and companies to regularise outstanding tax affairs with SARS — across income tax, VAT, and employees’ tax — while significantly reducing penalties and avoiding criminal prosecution.
- Full eligibility assessment before committing
- Preparation of all supporting documentation
- Covers income tax, VAT, and employees’ tax (PAYE/SDL/UIF)
- Negotiation with SARS on penalties and interest
Transfers
Approval of International Transfers (AIT)
Moving money offshore? Before SARB approves large foreign transfers, SARS must confirm your tax compliance. TaxSrv handles the full AIT application process, including tax clearance.
- Tax Compliance Status (TCS) PIN applications
- AIT submissions for emigration and investment allowances
Disputes
SARS Disputes & Objections
Received an incorrect assessment, an inflated penalty, or a SARS audit notice? We handle the full dispute resolution process — from initial objection through to Tax Court if necessary.
- Formal objections and appeals
- Alternative Dispute Resolution (ADR) representation
- SARS audit and verification support
Returns & Compliance
Individual & Expat Tax Returns
Accurate, timely submission of South African income tax returns for individuals — including those with foreign employment income, rental income, capital gains, or complex deductions.
- Section 10(1)(o)(ii) foreign employment income exemption
- Foreign tax credit applications
- Outstanding returns and compliance catch-up
Advisory
Tax Opinions & Consultations
Need clarity before making a decision? Leanne provides formal written tax opinions and ad hoc advisory consultations on complex or uncertain tax positions — for individuals and businesses alike.
- Written opinions on specific transactions or structures
- Ad hoc consultations billed by the hour
- Second opinions on advice received elsewhere
- Pre-transaction tax risk assessments
Restructuring
Tax-Efficient Restructuring
Whether you’re reorganising a business or restructuring personal assets and holdings, the tax implications can be significant. TaxSrv advises on structuring transactions to achieve legitimate tax efficiency.
- Corporate restructuring — mergers, demergers, group reorganisations
- Personal asset restructuring — trusts, property, offshore holdings
- Section 42–47 tax neutral restructuring transactions
- CGT and transfer duty planning
Audit & Due Diligence
Tax Audits & Due Diligence Reports
Buying, selling, or investing in a business? A tax due diligence identifies hidden liabilities before you commit. TaxSrv also conducts independent tax health checks to identify compliance gaps and exposure before SARS does.
- Buy-side and sell-side tax due diligence
- Independent tax compliance health checks
- Identification of historic tax exposures and provisioning advice
- Written due diligence reports suitable for transaction use
How It Works
Your engagement in four steps
No jargon, no surprises. Here’s what to expect when you work with TaxSrv.
01
Free Initial Call
30-minute consultation to understand your situation and confirm whether TaxSrv can help.
02
Fixed-Fee Quote
A clear, written quote before any work begins. No open-ended billing.
03
Document Gathering
A simple checklist of what we need. We guide you through every item.
04
Resolution
We handle all SARS communication and keep you updated at every stage.
Client Feedback
What clients say
“Leanne completed my tax return and calculated a refund due to me. SARS paid promptly. Once again thank you for your help and support.”
Guy
Income Tax Return
“My eFiling profile was hacked and SARS issued a letter citing material discrepancies. Leanne drafted the perfect response on my behalf. This is perfect — thank you so much. Really appreciate your help.”
Jackie
SARS Dispute & eFiling Compromise
“Leanne completed my tax return and identified a refund due to me from SARS. She also resolved a SARS demand that had been incorrectly directed to me. Many thanks for your assistance — I really appreciate it.”
Michelle
Income Tax Return & SARS Query
Not sure which service you need?
Book a free 30-minute consultation. Leanne will listen to your situation and tell you exactly what’s required — no obligation.