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Personal Taxes and Finances

What a Free Consultation with a TrueTax Consultant for an Individual Will Comprise Of ?
  • Personal Financial Assessment
The consultation starts with a discussion of your current financial situation, including income sources, employment status, freelance or contract work, and any additional earnings or investments.
  • Tax Obligation Review
We’ll help you understand your tax obligations, such as whether you need to file a return, what types of income are taxable, and any deductions or credits you may qualify for.
  • Compliance Check
Our consultant will review your compliance status, ensuring that you're up-to-date with your tax filings and highlighting any risks or missing submissions.
  • Maximizing Tax Savings
We’ll identify potential tax-saving opportunities by advising on applicable deductions, rebates, and tax credits, helping you minimize your tax liability.
  • Future Tax Planning Guidance
You’ll receive preliminary advice on how to better plan for your taxes in the future, such as keeping proper records, tracking deductible expenses, and preparing for the next tax season.
  • Q&A Session
You can ask questions about tax filing, SARS (South African Revenue Service) procedures, deadlines, penalties, and anything else you’re unsure about.
Benefits of a Free TrueTax Consultation.
  1. Clear Understanding of Your Tax Responsibilities
    You’ll gain clarity on whether you need to file a return and what information is required, ensuring you're fully compliant with tax regulations.

  2. Personalized Tax-Saving Strategies
    Our consultant will guide you on legal ways to reduce your tax bill through available deductions, credits, and rebates tailored to your personal circumstances.

  3. Avoiding Penalties
    With proper guidance, you’ll learn how to avoid common mistakes that lead to penalties, such as late submissions or incorrect filings.

  4. Peace of Mind
    By understanding your tax situation and having a clear plan in place, you’ll feel more confident about your financial standing and future tax filings.

  5. Opportunity to Simplify Future Tax Filing
    We’ll introduce you to our services that can simplify your future tax returns, saving you time and effort while ensuring accuracy.