Services

Business Services

What We Offer

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Accounting

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.

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Tax Services

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.

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Consulting Services

Our staff administer company secretarial duties with ease, including facilitating statutory and SARS compliance, payroll services, wills, trusts, and estates.

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Business Sales

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.

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Advisory Services

Grow your business and maintain profitability! Our advisory services cover cash flow, business planning, corporate finance, B-BBEE, governance, restructuring, and more.

Drafting Services

Wills and Estates

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.

Estate Planning for Wealth Transfer and Family Security

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.

Trust Creation and Management

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.

Power of Attorney and Health Care Directives

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.

Estate Administration and Probate Assistance

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.

Tax Planning and Asset Protection

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.

Business Succession Planning

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.

Services on a Month-to-Month Basis

Monthly Package Plans

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.

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Contact Us

Need a professional accountant or tax specialist? Make an appointment with one of our branches.

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.

Richards Bay, KZN

Cape Town, WCP

Knysna, WCP