Tax Advisory and
Support Services

Most specialist work sits here, covering the technical position, the SARS process and the exposure that follows from it, whether the matter is your own or your client’s.

• Ongoing practitioner support

  Businesses with internal teams

  Your finance team keeps the routine work and calls us on the matters that fall outside it. Compliance reviews before filing, technical research and written interpretation on request.

  Independent practitioners and small practices

  Technical backup behind you, so you can take on work you would otherwise decline. We review positions before you sign off, and your client relationship stays entirely yours.

• Tax audit and appeal support

  Businesses with internal teams

  We handle information requests, evidence and documentation review, additional assessments and understatement penalties, so your team is not pulled off its day-to-day work.

  Independent practitioners and small practices

  We run the audit process alongside you for a client matter, including submissions and penalty representations, and prepare the file properly from the outset.

• Dispute management

  Businesses with internal teams

  We prepare and lodge objections and appeals, represent the business at Alternative Dispute Resolution, and apply for condonation where a deadline has passed.

  Independent practitioners and small practices

  We take the disputed matter off your desk, including Tax Court support where it escalates, while you remain the client’s adviser of record.

• Debt management

  Businesses with internal teams

  Payment arrangements, suspension of payment, compromise and remission of penalties and interest, negotiated with SARS on the business’s behalf.

  Independent practitioners and small practices

  We assess the client’s exposure and advise on the right remedy, including the Voluntary Disclosure Programme where historical non-compliance needs regularising.

• Independent support

  Businesses with internal teams

  Written technical opinions and second opinions on high-risk positions, giving the board and the audit committee independent comfort before a position is committed to.

  Independent practitioners and small practices

  An independent specialist view you can put in front of a client, useful where the matter sits outside your field or the client wants a second opinion.

• Complex problem solving

  Businesses with internal teams

  Complex interpretation of legislation, the tax consequences of transactions and restructuring, and choosing between the available remedies and procedural routes.

  Independent practitioners and small practices

  We work through the technical problem with you and set out the options, so you can advise your client with confidence rather than turning the matter away.

Training and updates on South African tax law, regulations and best practice, delivered by experts drawn from both business and academia.

• Legislation and compliance

  Businesses with internal teams

  Income Tax Act 58 of 1962, the Value-Added Tax Act 89 of 1991, Pay-As-You-Earn regulations and transfer pricing regulations, pitched at your team’s actual responsibilities.

  Independent practitioners and small practices

  Keeps your technical knowledge current across the taxes your clients rely on you for, without the cost of a full in-house training programme.

• Case law and rulings

  Businesses with internal teams

  Tax Court judgments, SARS rulings and interpretation notes translated into the implications for your business and its existing tax positions.

  Independent practitioners and small practices

  Regular updates so you can spot where a client’s position has been affected by a recent judgment or ruling before SARS does.

• Delivery formats

  Businesses with internal teams

  In-house training and workshops for the finance function, with the content built around your industry and your risk areas.

  Independent practitioners and small practices

  Webinars, workshops and one-on-one coaching, which work well for a small practice or a sole practitioner.

Compliance combined with strategic insight. We assess the remedy, the procedural route and the commercial consequences before a tax position is committed to.

• Tax planning

  Businesses with internal teams

  Structuring and transaction planning, guidance on minimising liabilities within the law, and identifying tax benefits the business is currently missing.

  Independent practitioners and small practices

  Planning support on a client matter that needs a specialist view, with the strategy set out so you can present and implement it.

• Tax risk assessment

  Businesses with internal teams

  Risk identification across income tax, VAT, PAYE, international tax and transfer pricing, then likelihood, impact and velocity assessed and ranked so effort goes where it matters.

  Independent practitioners and small practices

  An independent review of a client’s exposure, giving you a clear picture of where the real risk sits before it becomes a dispute.

• Tax governance

  Businesses with internal teams

  Tax defined on the risk register with a clear mitigation response, and tailored plans that reduce or eliminate the exposure identified.

  Independent practitioners and small practices

  Helps you show a client that their tax risk is being managed deliberately, which matters increasingly to lenders, boards and auditors.