Comprehensive Taxation Services
We specialize in providing comprehensive tax services for individuals, businesses, trusts, and non-profit organizations. Our expertise covers a wide range of services, including but not limited to the preparation and submission of income tax returns, VAT returns, and payroll taxes. We also offer tailored tax reduction strategies and assist with administrative penalty waivers, ensuring full compliance with SARS regulations.
Full Function Accounting and Payroll Services
We provide a comprehensive accounting service suite to meet your unique business needs. Our offerings include accounting software management, payroll administration, preparation of financial statements, and management accounts. Additionally, we conduct independent reviews for entities required to undergo such reviews, as well as for organizations with internally compiled records and non-profit entities.
CIPC and Compliance Services
We specialize in seamless company registrations and amendments, including directorship changes, address updates, and annual return filings. Our compliance services cover COIDA submissions for Letters of Good Standing (LOGS), beneficial ownership declarations, and maintaining up-to-date B-BBEE ratings and certifications. We also assist with Commissioner of Oaths letters and certifications to ensure full regulatory compliance.
About Us
Get To Know
Marco Wagener, Founder
Qualifications:
- Professional Accountant (SA) – Accredited by SAIPA (Member No: 47560).
- Professional Tax Practitioner (SA) – Registered with SARS (Tax Practitioner No: PR-0104311).
- Independent Reviewer (SA) – Certified to perform independent reviews for financial compliance.
Education:
- BCompt in Accounting Sciences (Management Accounting)
- Advanced Diploma in Management Accounting – Chartered Institute of Management Accountants (CIMA, UK).
Experience:
- 8+ Years of professional experience in accounting, tax, and financial services.
- Successfully assisted clients in saving over R10 million through expert tax solutions and financial strategies.
Testimonials
What Our Clients Are Saying
Agri Tech KZN
“We’ve had endless problems with our company’s VAT and PAYE. Marco from Excellentia sat for hours correcting our ex-bookkeeper’s mistakes and updated us on the tedious process. Finally, he managed to save our company from unnecessary penalties and incorrect assessments. Thank you, Marco! We are absolutely grateful for all your hard work.”
Dr. Vhulahani Mobile Dental Clinic
“I recently hired an accountant to take over the finances of my dental surgery, and I couldn’t be more pleased with the results. He was incredibly professional and thorough, diving into the financials with great attention to detail. Not only did he sort out all of my debts from previous years to the present, but he also provided invaluable advice that saved my business from serious financial strain. His retainer fee is very reasonable, especially given the level of service and expertise he brought. I truly feel he’s worth every penny, and I’m keeping him on for the long haul. I’m extremely grateful for his professionalism and the peace of mind he’s brought to my practice. Highly recommended!”
Luna Woodworks and Fittings
“Thank you so much for your professionalism, patience, and understanding. I highly recommend Excellentia Accounting & Tax Solutions; your great work and guidance gave us peace of mind.”
Laucha Schoeman Trust
“Excellentia, the name says it all, not just great service but exceptionally excellent! Marco’s attention to each client, doing an in-depth analysis of an individual’s taxation payments and benefits, changed our lifelong struggle with doing our taxes, and even with the help of accountants, we always ended up paying a lot of money for their services. Then, in the end, they did it wrong, and we had outstanding paperwork with the receiver, but they failed to submit it timeously. Excellentia does it all effortlessly! We are forever grateful!
“It is not about having lots of money. It is about knowing how to manage it.”
Our Goals
We Empower Your Financial Journey
Our goal is to bring clarity and confidence to your finances by removing the barriers of complexity, compliance, and uncertainty. We strive to create a world where individuals, businesses, and non-profits can focus on achieving their goals while we take care of their accounting, tax, and compliance needs.
Our promise to you
Save time and energy
Great support & services
Risk reduction
Peace of mind
Our Process
At Excellentia, we’ve simplified our onboarding process to ensure a seamless transition to expert financial management. Below are the initial steps we take together to elevate your finances and ensure long-term success.
Initial Meeting
We begin by understanding your needs and challenges and aligning our expertise to support your financial goals.
Information Sharing
We’ll exchange all necessary information—whether for a start-up or an existing company—such as software, trial balances, or financial statements. Your data will always be handled with complete confidentiality.
Detailed Analysis
We carefully review your financial data, uncover valuable insights, and create a customized solution that meets your unique needs and supports future growth strategies.
Partnership Kickoff
Once aligned, we’ll begin our partnership by optimizing your financial processes, creating a strategic roadmap, and providing the tools to support informed financial decisions and investments.
Ready to Make Your Finances Excellentia?
Get in touch to see how we can support your financial growth. No more guesswork, just results.
Talk to an Expert
