Personalized tax support for professionals and families, with proactive planning and reliable SARS engagement.
TGEC
Individual Tax Services
Our individual tax services are designed for professionals, business owners, and families who need clarity and confidence with personal tax matters. We provide practical guidance that balances compliance obligations with long-term planning. With proactive support, you stay prepared and reduce avoidable tax stress.
We provide one-on-one consultations to review your tax profile, obligations, and planning opportunities. This is ideal for individuals navigating salary, investment, rental, or business-related income streams. You receive clear guidance tailored to your circumstances and goals.
We prepare and submit ITR12 returns with careful reconciliation of income sources, deductions, and supporting records. The service suits taxpayers who want complete, accurate filings and fewer SARS queries. Timely submission helps avoid penalties and compliance disruptions.
We help individuals plan tax positions in advance of key events such as bonuses, investment decisions, or business profit distributions. Planning is structured around compliant strategies and realistic assumptions. The result is better tax predictability and improved financial confidence.
We advise on CGT implications for disposals of property, investments, and other assets. This service supports taxpayers who need to evaluate timing, records, and potential liabilities before transactions are finalised. You gain a clearer understanding of impact and options.
We provide tax-focused input for estate planning to help families structure legacy intentions efficiently. The service considers estate duty, liquidity implications, and reporting requirements. This helps reduce uncertainty and supports smoother intergenerational planning.
We support expatriates and globally mobile professionals with tax residency considerations, income treatment, and filing obligations. The service is useful for individuals earning across jurisdictions while maintaining South African tax responsibilities. You gain clearer compliance direction in a complex area.
We conduct personal tax compliance reviews to identify missing filings, documentation gaps, and historical risks. Individuals with changing income profiles or previous filing uncertainty benefit from this check-up. Early correction improves SARS readiness and long-term compliance.
We manage SARS correspondence responses, including verification requests and follow-up communications. This supports taxpayers who need technical assistance and structured case handling. You get timely, professional engagement that reduces stress and improves response quality.
Step 1: Discovery
We begin by understanding your current financial position, compliance status, reporting needs, and operational priorities in the South African context.
Step 2: Plan
We develop a clear scope, timelines, and responsibilities so your team knows exactly what will be delivered and when.
Step 3: Delivery
Our team executes the agreed work accurately and transparently, with regular updates and practical recommendations at each stage.
Step 4: Support
We remain available after delivery to resolve follow-up queries, maintain compliance momentum, and adapt as your business evolves.
Book a consultation with TGEC to discuss your priorities and get a service plan tailored to your business objectives.
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