Services / Taxation Services and Planning

Clients turn to us for consultative business and personal tax advice that helps them better plan for the future, manage costs, improve efficiency, and achieve greater profitability. We take a long-term view of the tax-planning process. Tax planning to achieve tax avoidance (eliminating tax altogether in certain instances) is perfectly legitimate. We do not simply look at your current tax filings. We ask in-depth questions about your business and personal plans to help you make better financial decisions today and in the future.

Partner Involvement

Our partners take an active role in all our accounts and engage with the principals of our clients’ businesses to learn from them and about them so that we are in a position to better advise them.

We take an evolving approach to tax planning and our partners are constantly looking for opportunities to save tax. Thinking about making a major capital purchase? Perhaps the equipment you plan to buy qualifies for a special tax deduction. Making the purchase in the current year may produce a more favourable deduction schedule. Our partners stay current with all new tax legislation, credits and rebates to help ensure that you take advantage of every opportunity available. Tax planning is a process, not an isolated event. Therefore, our partners conduct periodic tax planning meetings with each client. For some clients these meetings take place on a quarterly basis; for others, we meet annually. Sometimes, if the clients mandates us to do so, we perform the tax planning on your behalf with the need for a specific meeting. Our specific tax planning and compliance services include:

• Corporate and individual asset acquisitions
• Structuring real estate acquisitions
• Evaluation of tax consequences for various investment vehicles
• Capital Gains Tax (CGT) valuations, calculations and advice
• Estate planning to counteract the effects of Estate Duty and CGT on death
• Tax Payable on foreign income in accordance with International Double Taxation Agreements
• Preparation, completion and submission of monthly PAYE and VAT
• Preparation of annual income tax returns (IT14, IT12, IT12TR) for public and private companies, close corporations, trusts, individuals, co-operatives, partnerships and sole proprietors
• Preparation and submission of tax returns due at an indeterminable date such as Dividends Tax Returns (STC), Donations Tax Returns
• Preparation and submission of financially related returns such as annual Workmen’s Compensation Returns, Bi-annual PAYE reconciliation returns and Provisional Tax Returns
• Individual income tax planning
• Representation before SARS for tax audits; alternative dispute resolution (ADR) in tax audits where the taxpayer is disputing SARS contentions and representation to the SMO where SARS are not maintaining service levels
• Preparation, completion and submission of Estate Accounts and Estate Duty
• Ruling requests from SARS