AdFin Consultants
Services

Tax Planning & Refund

Plan tax efficiently, file on time, and bring refunds back into the business.

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How we help

Tax costs far less to manage before the year end than after it. We work out your likely liability early, look at the options available under current law and then handle the filing, so every return goes in correctly and on time. If the tax department owes you money, we prepare the refund claim and keep following it up until it is paid.

Corporate & personal tax planning
Compliance & return filing
Refund claims & follow-through
Withholding & sales tax advisory
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Tax forms, a calculator and a pen on a desk
What's included

The work, in detail

Each part of this service can be taken on its own or combined into a single engagement, depending on what your business needs.

Corporate & personal tax planning

A review of the expected tax position of your company, its directors or you as an individual, with the lawful options for reducing it identified while there is still time to act on them.

Compliance & return filing

Income tax returns, wealth statements and other statutory filings prepared from your accounts, reconciled and submitted before the deadline, with the workings kept on file.

Refund claims & follow-through

Refund applications prepared with full supporting documents, followed by regular contact with the tax office until the refund is processed and received.

Withholding & sales tax advisory

Advice on withholding obligations and on sales tax registration, rates and monthly returns, so deductions are made correctly and nothing is left open to penalty.

Typical deliverables

What you receive

Annual tax computation and planning note
Income tax returns and statements filed on time
Refund applications with supporting schedules
Monthly withholding and sales tax returns
Tax calendar showing every due date
Replies to notices and queries from the tax office
Who this is for

A good fit when

Companies and individuals who want to know their tax position before they file, businesses with refunds held up in the system, and owners who would rather not deal with notices and deadlines themselves.

If you are not sure this is the right service for your situation, book a free consultation. We will tell you honestly which of our services fits, or whether you need us at all.

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Our other services

Accounting & Bookkeeping Audit & Assurance Corporate Advisory Financial Advisory

Not sure which service you need?

Book a free 30-minute consultation and we will point you to the right one.

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