TRACI HARVEY

CHARTERED ACCOUNTANTS

Chartered Accountants (SA)

Registered Tax Practioners

Certified Xero Advisors

PRACTICE

AREAS

ACCOUNTING

Preparation and compilation of annual financial statements, management accounts and business advisory by professional Chartered Accountants registered with the South African Institute of Chartered Accountants.

TAX

Calculation, preparation & submission of Income tax returns. Provisional tax & tax clearance certificates for corporate, personal and trusts by registered tax practitioners with more that 20 years of experience.

ESTATE AND TRUST PLANNING

Administration of trusts and deceased estates. Whether you require estate planning, an estate to be administered or trust registrations/amendments we have the experience and knowledge you require.

BOOKKEEPING

As Certified Xero Advisors, your cloud based bookkeeping system is always up to date and relevant. We offer payroll services, VAT/PAYE/UIF/WCA submissions and back office support.

SECRETARIAL SERVICES

Company formations, registrations, amendments, deregistrations, submissions to the Master, share certificates and other related services.

FINANCIAL PLANNING

Our affiliated corporation, Beacon Financial Solutions CC is an authorised Financial Services Provider. They can assist you with short term saving requirements, to retirement and wealth planning. At all times structuring your financial affairs in the most tax efficient way.

practice_areas

OUR VISION

Traci's team of professionals collectively offer the expertise needed to service all areas of accounting, from bookkeeping, taxation and secretarial services to the administration of deceased estates and financial planning.

Traci Harvey Chartered Accountants is a Certified Xero Advisor. We specialise in paperless bookkeeping with direct secure links to your bank account which results in your business's financial information being up to date and precise. Let us take care of your back office support and free up your time to focus on doing what you do best, building your business.

We are a firm of Chartered Accountants and Accounting Professionals with more than 20 years of experience in accounting and related fields, from accounting, bookkeeping, company secretarial services and consulting, to deceased estate administration, payroll administration and tax consultation, planning and administration. We service the needs of small and medium enterprises as well as individuals and trusts. We endeavour to develop and maintain an intimate understanding of our clients’ business and personal financial requirements. We also offer financial planning services through an affiliated financial planner, both for entities and individuals.

our_vision