Tax_Planning_&_Preparation – Palcon Accountants Inc.

What We Offer in Our Tax Planning & Preparation Services

Smart Strategies. Full Compliance. Zero Surprises.

At Palcon Accountants Inc., we believe that effective tax planning is not just about filing returns — it’s about creating strategic opportunities to save money, reduce risk, and fuel business growth. We help you plan, calculate, and file your taxes efficiently, ensuring every step aligns with the latest SARS regulations and your long-term financial goals.

Our approach goes far beyond once-a-year submissions. We work with individuals, SMEs, startups, and growing businesses throughout the year to develop proactive tax strategies that minimize your tax liability, avoid penalties, and keep your finances healthy and compliant.

✅ Annual and Provisional Tax Returns

We prepare and file accurate ITR12, ITR14, and IRP6 returns, ensuring timely submissions and optimal tax outcomes.

✅ VAT, PAYE, and UIF Support

We register and manage ongoing tax types like VAT201, EMP201, and UIF submissions, ensuring every statutory responsibility is met on time.

✅ Tax Compliance Checks

We assess your tax profile, verify compliance with SARS, and help resolve outstanding issues to ensure your Tax Clearance Certificate remains valid and up to date.

✅ SARS eFiling Setup & Management

We set up or update your SARS eFiling profile, link all relevant tax types, and manage submissions on your behalf for a smooth, paperless experience.

✅ Tailored Tax Planning

We analyze your income, expenses, and business structure to craft a personalized tax-saving strategy — whether you're a sole trader, company director, or NPO.

✅ Financial Statement Alignment

We prepare tax-ready financial statements to ensure that what you submit is always accurate and backed by verifiable records.

✅ Dispute Resolution & SARS Queries

Received a SARS audit or verification notice? We assist in handling disputes, objections, and supporting documentation to defend your case professionally.

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PAYE/EMP201/EMP501 Submissions

We manage your full PAYE process, including the monthly submission of EMP201 forms, bi-annual EMP501 reconciliations, and the issuance of IRP5 certificates. This ensures your payroll taxes are up to date and in full compliance with SARS requirements.

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Taxation & SARS Compliance

Don’t just file — plan ahead. Our taxation services cover income tax returns, VAT submissions, provisional tax, PAYE, and tax clearance certificates. We ensure full compliance with SARS and guide you on tax-saving strategies that support your goals.

🔍 Why Tax Planning Matters

Without proper planning, businesses often overpay taxes, miss deductions, or face avoidable penalties. With Palcon Accountants, you’re never left guessing. We take the time to understand your business, income streams, and allowable deductions — giving you a clear tax plan and peace of mind.