Tax - Assist

tax-assist was established by O’Brien Financial Services in 2001 as a response to the growing demand for a fast, no-nonsense value for money tax consulting and administration solution.

Founder, Clint O’Brien holds a bachelor of Business Science Degree from UCT, and is a qualified CFP©. He identified the potential to transform the existing income tax division at O’Brien Financial, which delivered an incidental service to clients, into a comprehensive tax solution that could be managed and administered for thousands of South Africans.

We’ve been doing this for some time, and we intend to do it better than before every time.

Our vision is to service the wider community of South Africa with proficient income tax consulting and administration. We know that all income earners can financially benefit from sound tax advice and the majority of South Africans are not using the tax benefits/subsidies available to them.

We offer an unrivalled and comprehensive income tax-assist solution and primarily will complete, submit and deal with any queries from SARS as well as if necessary lodge objections or investigate queries on your behalf in relation to your income tax. In short, we will be your representative and liaise with SARS regarding any income tax query you might have and we will deal with SARS on your behalf, under your authority.

Tax-assist is a black empowered, we are 100% Black owned, employ BEE procurement and employment polices, we are a true progeny of the new South Africa.

Tax-assist is a division of O’Brien Financial - an authorized financial services provider – FSP llicence number 19808

Founded in Claremont, Cape Town, tax-assist has become a truly national service with clients all over South Africa.

Tax-assist also deals with an increasing number of SA residents who are living and/or working abroad.

Should you need further information on our background, please feel free to email a question or give us a ring.