WHO WE HELP
Built around your
business reality.
For business owners who want practical help preparing for tax obligations, understanding the information needed and discussing issues before they become a last-minute rush.
TAX PLANNING · COMPLIANCE · CLEAR NEXT STEPS
Make tax easier to manage, with a plan before the deadline.
Tax questions are easier to handle when the records, timing and decisions are clear. Equity Sum helps businesses understand what is coming up, organise the right information and work through agreed tax compliance support.
This sends a request by email. Innes will reply to confirm a suitable time; your meeting is not booked until confirmed.
Built around your
WHAT WE CAN HELP WITH
Support that fits
the work ahead.
- A discussion of your business, tax position and upcoming obligations
- A practical information and records checklist
- Tax planning conversations based on your facts and current rules
- Agreed support with relevant returns and compliance tasks
- Clear explanations of actions, deadlines and items needing your approval
HOW WE WORK
A clear process.
A partner who stays engaged.
Review the situation
We establish the business context, records available, deadlines and the questions you want answered.
Plan the work
We agree the scope, information required, responsibilities and timing for each task.
Work through and follow up
We prepare or support the agreed compliance work, raise queries and explain the next actions.
QUESTIONS BUSINESSES ASK
Good questions.
Clear answers.
These are common questions to help you decide where to start. We’ll confirm the right scope for your situation in a conversation.
Can you help if my tax records or submissions are behind?
We can review the position, identify what information is missing and discuss a catch-up plan. The work and timing depend on the records and SARS status.
Can you guarantee a tax saving?
No. Tax outcomes depend on the facts and current legislation. We focus on compliant planning and explaining the available options; we do not promise a specific saving.
What should I prepare before a tax planning meeting?
Bring recent financial reports, prior returns or assessments, details of major transactions and the questions you want to resolve. We will send a more specific checklist once we understand your situation.
Do you submit returns on my behalf?
We can discuss return preparation or submission support as part of an agreed engagement. Any required access, approvals and responsibilities are confirmed before work starts.
YOUR NEXT STEP
Let’s make this
easier to manage.
Request a 20-minute tax conversation
We’ll confirm a suitable time with you by email.