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Services

Our Services

How Can a Financial Advisor Help You?

Comprehensive Tax Planning

Comprehensive Tax Planning

Tax Filing

IPO

Quarterly estimates

VC Fund

Selling startup shares

Acquisition

Founding company

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Tax Preparation Services

Tax Preparation Services

Tax Filing

Exercising Options

Selling startup

W2 Income

New home

New dependents

Recently married

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1-Hour Equity Tax Planning Session

1-Hour Equity Tax Planning Session

Exercising Options

IPO

Acquisition

Changing jobs

Secondary market

Selling startup

Recently married

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Business Taxes Services

Business Taxes Services

Tax Filing

Quarterly estimates

Acquisition

Changing jobs

Corporate entities

Business Taxes

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Holistic Wealth Management

Holistic Wealth Management

Investing

Lending

Diversification

Insurance

Cash flow

Selling startup

Acquisition

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Getting started is easy

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Switch to Fortax in minutes

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Meet your dedicated tax expert

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Connect with your expert from anywhere

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Our Pricing

Choose the option that best fits your needs

Executive Performance Advisory

Starting at:

. From R25,000 / month

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What’s included?

  • A fractional CFO/CHRO partnership for CEOs and boards — the numbers and the people, advised as one, month on month.

Financial Governance & Transformation

Starting at:

. R300,000 – R750,000 / programme

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What’s included?

  • Management reporting, cost optimisation, governance systems, tax strategy and SARS-dispute support that rebuild the finance function.

Workforce Governance

Starting at:

. R500,000 – R1m / programme

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What’s included?

  • HR diagnostics, productivity analysis, IR strategy, EE and a KPI system — labour cost turned into performance.

CEO Advisory

Starting at:

. From R750,000

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What’s included?

  • An executive dashboard, workforce and financial strategy, governance reviews and quarterly board sessions.
Recomended

Business Performance Programme

Starting at:

. Scoped per engagement

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What’s included?

  • The full integrated engagement — finance, workforce and governance transformed together against a measured performance target.

Advisory Retainers

Starting at:

. From R6,500 / month

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What’s included?

  • For growing organisations: tiered HR/IR and Finance retainers (Essential, Growth, Full Partner) as the entry to the BAMML relationship.

FAQ Question

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