We ensure your accounting needs are handled professionally and to standard. Flexible solutions include project-based, short-term, or monthly arrangements — with setup, training, and ongoing support as needed.
Taxation is a complex and dynamic part of financial planning. WJ Mitchell & Associates provides advice on compliance, corporate and international tax, accounting, disputes, and indirect tax.
Our staff administer company secretarial duties with ease, including facilitating statutory and SARS compliance, payroll services, wills, trusts, and estates.
Lori Mitchell, a certified Aldes Business Broker, guides you through your business sale — from presentation, broker selection, and marketing to negotiation, due diligence, finance, and handover.
Grow your business and maintain profitability! Our advisory services cover cash flow, business planning, corporate finance, B-BBEE, governance, restructuring, and more.
Crafting a legally sound will that accurately reflects the client’s intentions, including the distribution of assets, guardianship of minor children, and any specific bequests. Updating the will as needed due to life changes, such as marriage, divorce, births, or significant financial changes.
Comprehensive estate planning ensures a smooth transfer of assets to heirs while minimising taxes and protecting property from potential risks. This may include creating trusts, planning charitable contributions, and designating appropriate beneficiaries.
Trusts safeguard assets, reduce tax liabilities, and provide for beneficiaries in a structured way. An attorney can establish various trusts — such as revocable, irrevocable, or family trusts — and assist with their ongoing administration and management.
Legal documents can grant trusted individuals authority to make financial and medical decisions if a client becomes incapacitated. Preparing these directives provides peace of mind and ensures that wishes are respected during difficult times.
Attorneys guide executors through probate, including asset valuation, debt settlement, and distribution of property. They also assist with required filings and address disputes that may arise, ensuring the process is handled smoothly and efficiently.
Structuring an estate with careful planning reduces tax burdens and shields assets from potential creditors. This approach allows for a more efficient transfer of wealth, protecting long-term financial stability for beneficiaries.
For business owners, succession planning provides clarity on how assets will be managed or transferred. Attorneys develop tailored strategies that support continuity, protect family or partner interests, and maintain the financial health of the business.
We offer the following services as a package on a monthly payment plan, depending on the size of the business, at very competitive rates. This includes the following, or the client may choose any standalone service.
We offer the following registration services for a fee; however, we will provide all of the below free of charge if the client signs up for a year’s service with us.
We prepare business profiles and business plans. We also provide marketing advice — assisting with logos, letterheads, and websites.
Contact one of our branches using the details below, or fill in the contact form and one of our consultants will get back to you.