Waterford Financial Management Pty Ltd

Chartwell
•
Accountants, Auditors
4.9

About: Waterford Financial Management Pty Ltd is a full-service accounting firm that provides businesses, individuals, trusts, and non-profit organizations with the highest quality accounting services. We are committed to providing our clients with the knowledge and tools they need to succeed financially. We offer a wide range of services, including bookkeeping, tax preparation, and financial planning. We are dedicated to helping our clients save money and make informed decisions about their finances. We pride ourselves on being able to provide our clients with personalized service and attention. Our team of experienced accountants is here to help you achieve your financial goals. We offer a free consultation to discuss your needs and how we can help you reach your goals. Contact us today to schedule an appointment!

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4.5

Cost guides

Accountants

R100 – R400/hour
Bookkeeping

Payroll

R400 – R1900/hour
Monthly Payroll Services

Personal Tax

R400 – R1100/hour
Tax Advisory, SARS Audit (Individual)

Trust tax

R1500 – R2500
Trust Income Tax Return (IT12TR)

Featured articles

Recent requests

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: George
  • Number of employees: 6–20
  • Type of business: Close corporation (CC)
  • Main business activity: Retail
  • Services required: Financial statements

I need of an new accounting firm for a retail store

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Bothasig, Cape Town
  • Number of employees: 1 or none
  • Type of business: Private company (Pty)
  • Main business activity: Retail
  • Services required: Tax services

I just need help with submitting tax returns.

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Goodwood
  • Number of employees: 1 or none
  • Type of business: Private company (Pty)
  • Main business activity: Retail
  • Services required: Financial statements

I require assistance with my financial statements, I am currently with FNB and need an accounting service.

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: St Francis Bay
  • Number of employees: 2–5
  • Type of business: Sole proprietorship
  • Main business activity: Services
  • Services required: Tax services

I am a sole proprietor of a small panel beating business and I need lots of help with admin taxes and accounting, lots of catching up to do, Since lockdown and with loadshedding I am too busy trying to catch up with my work and keep my business afloat to think about finding time to sit down and do paperwork and submit tax returns. It has to be done so I would appreciate professional advice and a quote

Individual (Tax returns)

  • City (or suburb) where you need the service: Uitzicht, Kraaifontein
  • Total annual personal income: R500.000 - R1.500.000
  • Which of these apply to you?: Pension / Provident fund, Retirement Annuity (RA), Medical Aid, Travel allowance, Rental income

I need to file a provisional tax urgently for 01 and 02.

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Port Elizabeth
  • Number of employees: 6–20
  • Type of business: Private company (Pty)
  • Main business activity: Services
  • Services required: Financial statements

i need financial statements for cidb upgrade

Individual (Tax returns)

  • City (or suburb) where you need the service: Kleinmond
  • Total annual personal income: R500.000 - R1.500.000
  • Which of these apply to you?: Pension / Provident fund, Medical Aid, Interest income

In desperate need of tax assistance urgently. I'm a 75 year old male and I stay in bettys bay but will drive to kleinmond for help

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Edenvale, Gauteng
  • Number of employees: 2–5
  • Type of business: Close corporation (CC)
  • Main business activity: Other
  • Services required: Bookkeeping

We have a small business (2 employees) that is now deregistered for VAT. We just need some assistance, perhaps with fiduciary reporting. We could surely even do our own simple payroll. Our records are on Xero and we don't want to change. We are currently serviced by an accountant, but the retainer seems to be wastful, given our circumstances.

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: Rustenburg
  • Number of employees: 2–5
  • Type of business: Private company (Pty)
  • Main business activity: Other
  • Services required: Bookkeeping, Tax services

Help with tax returns and tax clearance certification, COIDA and VAT registration

Business (Pty, CC, Ltd, Sole Prop, Inc,...)

  • City (or suburb) where you need the service: George
  • Number of employees: 6–20
  • Type of business: Private company (Pty)
  • Main business activity: Other
  • Services required: Tax services

CIPC Certificate