Tax Advisory Services

Navigating the complexities of tax regulations and compliance requires expertise, precision, and proactive planning. At Marais Mutasa Advisory (Pty) Ltd, we provide a full suite of tax services designed to meet the diverse needs of individuals and businesses. Our experienced professionals are dedicated to helping you manage your tax obligations efficiently, optimize your tax position, and achieve long-term financial success.

Registered Tax Practitioners - South African Revenue Services (SA)

Registered Tax Preparers - Internal Revenue Services (USA)

Registered Tax Agents - HM Reveneue and Customs (UK)

Our Tax Services

1. Tax Preparation and Filing

• Individual Tax Preparation: Offer comprehensive tax preparation services for individuals, including the preparation and filing of individual tax return (SA/UK), federal, state, and local tax returns. Ensure accuracy and maximize eligible deductions and credits. We service clients in South Africa, United Kingdom and United States of America.
• Business Tax Preparation: Handle tax preparation for businesses of all sizes, including sole proprietorships, partnerships, corporations, private limited companies, close corporations and LLCs. Prepare and file business tax returns, ensuring compliance with relevant tax laws and regulations.
• Estate and Trust Tax Services: Assist with tax planning and preparation for estates and trusts, including filing estate tax returns and managing fiduciary tax obligations.

2. Tax Planning and Strategy

• Strategic Tax Planning: Develop personalized tax strategies to optimize your tax position and minimize liabilities. Consider factors such as income, deductions, credits, and investment strategies.

3. Tax Compliance and Reporting

• Regulatory Compliance: Ensure compliance with federal, state, and local tax regulations, including timely and accurate filing of all required tax documents and payments.
• Sales Tax Compliance: Assist with sales tax compliance, including registration, collection, reporting, and remittance. Provide guidance on sales tax regulations and exemptions applicable to your business.
• International Tax Compliance: Support international tax compliance, including managing cross-border tax issues, transfer pricing, and compliance with international tax treaties.

4. Tax Audit and Controversy Resolution

• Audit Support: Provide expert support and representation during tax audits and examinations. Prepare documentation, respond to IRS or state agency inquiries, and work to resolve any issues that arise.
• Dispute Resolution: Assist in resolving tax disputes with tax authorities, including negotiating settlements, appealing decisions, and addressing any tax controversies.
• Penalties and Interest Management: Help manage and mitigate penalties and interest associated with tax liabilities, including negotiating payment plans and seeking penalty relief.
• Representation:  Representation at Tax Court and Tax Authorities.

5. Business Tax Services

• Entity Selection and Structuring: Advise on the tax implications of different business structures (e.g., sole proprietorships, partnerships, S-corporations, C-corporations) and assist with entity selection and restructuring.
• Mergers and Acquisitions: Provide tax planning and advisory services for mergers, acquisitions, and business reorganizations, including due diligence, structuring, and post-transaction integration.
• Tax Credits and Incentives: Identify and help you claim eligible tax credits and incentives, such as research and development credits, energy efficiency credits, and hiring incentives.

6. Personal Tax Advisory

• Wealth Management: Offer personalized tax advice related to wealth management, including estate planning, gift tax strategies, and charitable contributions.
• Tax-efficient Income Planning: Develop strategies for managing various sources of income, including wages, investments, and rental properties, to optimize your overall tax position.
• Family Tax Planning: Provide tax planning services for families, including strategies for managing education expenses, medical costs, and other family-related tax issues.

Why Choose Us?

• Expertise and Experience: Our team of tax professionals brings extensive knowledge and experience to address your unique tax needs and challenges.
• Personalized Service: We offer tailored tax solutions designed to meet your specific financial goals and circumstances.
• Proactive Approach: We stay ahead of changes in tax laws and regulations to provide timely and strategic advice that minimizes your tax liabilities.
• Commitment to Accuracy: We prioritize accuracy and compliance in all aspects of tax preparation and planning, ensuring that your tax affairs are in order.