Tax Services — Montaque Swanepoel CPA | perceptiveCFO
Tax Services

Meet Montaque Swanepoel

CPA, ACA, CA(SA) · Managing Director

Licensed CPA helping US small and medium businesses with the tax compliance, planning, and advisory they need to grow — backed by over 18 years of international experience across three jurisdictions that most domestic-only practices can't offer.

CPA (US) ACA (UK) CA(SA) Registered Tax Practitioner Registered Auditor
Montaque Swanepoel, CPA
CPA
Licensed in the US
18+
Years in Finance & Tax
3
Jurisdictions (US · UK · SA)
1000+
SME Clients Served
US Tax Services

How we help American businesses

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Individual Tax Returns

Personal returns for business owners and self-employed individuals — Schedule C, K-1 reporting, estimated taxes, and maximizing deductions.

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Business Tax Returns

Federal and state income tax returns for partnerships, S-corps, C-corps, and LLCs — including multi-state filings and entity-level elections.

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Sales & Use Tax

Nexus analysis, multi-state registration, and ongoing compliance. Guidance on economic nexus thresholds and marketplace facilitator rules.

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Payroll Tax

Federal and state payroll setup, quarterly 941 filings, W-2 and 1099 reporting, and year-end reconciliation.

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IRS & State Tax Resolution

Representation before the IRS and state authorities — notices, audits, installment agreements, and penalty abatement.

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International & Cross-Border Tax

Foreign-owned US businesses, treaty benefits, FBAR and FATCA reporting, and transfer pricing for companies operating across borders.

Our Approach

Tax, reimagined through technology

1

Digital-first compliance

Cloud-native from day one. Every tax workflow is built for speed and accuracy — from automated data extraction to real-time reporting — so you spend less time on paperwork and more time growing your business.

2

Year-round tax planning

Tax isn't something that happens on April 15th. We work with clients throughout the year — managing quarterly estimated payments, identifying deductions early, and adjusting strategy as your business evolves.

3

Accessible & hands-on

You'll work directly with experienced professionals — not junior associates. Whether it's an IRS notice, a tax planning question, or structuring a cross-border expansion, the answer is always a call away.

International Credentials

US-focused, globally qualified

Holding qualifications in three jurisdictions means we understand how tax systems work from the inside — giving clients with international ties, foreign ownership, or cross-border operations a real advantage.

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United Kingdom

ACA · ICAEW

UK-qualified through ICAEW, supporting SMEs with corporation tax, VAT, and self-assessment via CFO360 UK.

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South Africa

CA(SA) · SAICA

Deep South African tax expertise with a proven track record managing complex revenue authority interactions for hundreds of businesses.

"
I have worked with PerceptiveCFO and Montaque for many years. Monty is smart, diligent, meticulous and gets the job done right. He has worked through some very complex situations for me in the U.S. and overseas. I cannot thank him enough for guiding me through the maze of the accounting and tax laws with his knowledge. I admire his work ethics and will continue working with Monty in the future. I highly recommend PerceptiveCFO and Montaque with full confidence.
Sophia Sewell — Client
Ready to get started?

Let's talk about your tax needs

Whether you're a US small business looking for a CPA who understands your operations, a foreign-owned company navigating US tax, or an entrepreneur expanding across borders.

Get Started Book a Consult
hello@perceptiveCFO.com · +1 512 387 2881
2021 Guadalupe St, Austin, TX 78705
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