Accounting & Tax Services for Individuals
Professional tax compliance and advisory services tailored to your personal financial circumstances.
Expert Tax Services for Individuals in South Africa
At Sparrows Chartered Accountants, we specialize in professional Tax Services for Individuals tailored to meet the diverse needs of South Africans. Based in Pretoria, our team of highly qualified Chartered Accountants (CA(SA)) offers expert guidance and end-to-end support for individuals across all income brackets and professions — whether you’re a salaried employee, freelancer, small business owner, property investor, or earning foreign income.
Our Tax Services for Individuals go far beyond basic return submissions. We take a strategic, client-focused approach — ensuring every allowable deduction is claimed, every compliance box is ticked, and every opportunity to reduce your personal tax burden is explored. Our goal is to help you not only stay compliant with SARS, but to also optimize your tax position year after year.
Whether you’re dealing with complex income sources, provisional tax, retirement planning, or capital gains, Sparrows Chartered Accountants delivers personalised solutions that align with your financial goals. All Tax Services for Individuals are conducted under the direct supervision of a Chartered Accountant, guaranteeing technical accuracy, absolute confidentiality, and unmatched peace of mind.
✅ Personal Income Tax Returns (ITR12)
At Sparrows Chartered Accountants, our skilled Chartered Accountants in Pretoria offer expert support with the preparation and submission of your annual personal income tax return (ITR12). As part of our comprehensive Tax Services for Individuals, we ensure your tax return is accurate, fully compliant with SARS requirements, and strategically optimized to reflect your unique financial circumstances.
Whether you’re an employee, self-employed, or have additional income sources such as rental earnings or dividends, we help identify every eligible deduction, credit, and rebate — working to reduce your tax liability and maximize any potential refund.
With Sparrows Chartered Accountants, you’ll benefit from professional oversight, transparent communication, and a commitment to stress-free, on-time SARS submissions.
Our Personal Tax Return Service Includes:
- Accurate completion and submission of your ITR12 via SARS eFiling
- Reconciliation of IRP5s, investment income, and relevant supporting documentation
- Claiming allowable deductions, such as medical expenses, retirement annuity contributions, and travel allowances
- Full assessment review and professional correspondence with SARS if needed
- Guidance on SARS auto-assessments and correction submissions where applicable
Our comprehensive tax services for individuals ensure you stay compliant while taking advantage of every benefit available to you.
Read More: What You Need Before Filing Your Personal Tax Return in South Africa ➔
✅ Provisional Tax Submissions (IRP6)
At Sparrows Chartered Accountants, our expert Chartered Accountants in Pretoria provide professional support to individuals with multiple income streams — including self-employment, rental income, dividends, or investment returns. Our tailored Tax Services for Individuals ensure accurate calculation and on-time submission of your provisional tax returns (IRP6), helping you stay fully compliant with SARS and avoid costly penalties or underestimation interest.
We take the stress out of provisional tax by offering a proactive, personalised approach that supports you throughout the tax year.
Our Provisional Tax Services Include:
- Preparation and submission of mid-year and year-end IRP6 returns
- Accurate estimation of taxable income for each provisional period
- Review of prior-year tax filings and assessment of carry-forward amounts
- Proactive reminders for upcoming deadlines and due date tracking
- SARS profile review to verify full compliance and submission status
With our tailored tax services for individuals, you can stay ahead of your tax obligations and plan with confidence — no last-minute surprises.
Read More: Do You Need to File Provisional Tax? Here’s How to Know ➔
✅ Tax Disputes: Objections & Appeals
At Sparrows Chartered Accountants, our experienced Chartered Accountants in Pretoria provide trusted support to individuals facing unexpected SARS assessments, penalties, or disallowed deductions. As part of our specialized Tax Services for Individuals, we manage the full SARS dispute resolution process — from initial assessment review to formal objection and appeal submissions.
We ensure your tax dispute is handled with precision, urgency, and in full compliance with SARS protocols. Whether it’s an incorrectly raised penalty, a miscalculated assessment, or a valid deduction that was unfairly disallowed, we take a proactive and strategic approach to secure a fair outcome.
Our Tax Dispute Services for Individuals Include:
- Comprehensive analysis of SARS assessments and the original returns
- Drafting and submission of formal Notices of Objection (NOO) or Appeals (NOA)
- Collation of supporting documents, financial evidence, and legal references
- Direct liaison and negotiation with SARS officials to resolve the dispute
- Advisory on next steps if escalation or alternative dispute resolution is necessary
With our trusted tax services for individuals, you can challenge incorrect assessments confidently, knowing your case is backed by expert technical and legal knowledge.
✅ Tax Clearance Certificates (Good Standing / Emigration)
At Sparrows Chartered Accountants, our experienced chartered accountants in Pretoria assist individuals in obtaining Tax Clearance Certificates for a variety of purposes — including emigration, securing financing, tender submissions, or general compliance checks. We manage the entire process, ensuring your tax profile is accurate, compliant, and cleared quickly.
Our Tax Clearance Services for Individuals Include:
- Verification of compliance across all relevant tax types and SARS accounts
- Resolution of any outstanding returns, payments, or account flags
- Application for Tax Clearance Certificate via SARS eFiling
- Ongoing monitoring of clearance status and proactive follow-ups with SARS
- Final delivery of your Tax Clearance Certificate in a secure, downloadable format
With our expert tax services for individuals, we help you navigate SARS requirements efficiently — saving you time, stress, and avoiding unnecessary delays.
Read More: How to Get a SARS Tax Clearance Certificate Fast ➔
✅ eFiling Registration & Profile Assistance
At Sparrows Chartered Accountants, our expert chartered accountants in Pretoria assist individuals with SARS eFiling setup, troubleshooting, and secure access management. Whether you’re registering for the first time or resolving profile errors, we ensure your eFiling account is correctly set up and fully functional — so you can manage your tax services for individuals with ease.
Our eFiling Support Services Include:
- Registration of new eFiling profiles or recovery of lost credentials
- Linking of existing SARS tax reference numbers to your eFiling profile
- Updating of personal details, banking information, and communication preferences
- Troubleshooting of submission errors and rejected returns
- SARS authorization for practitioner access where necessary
With our dedicated support, you gain secure, hassle-free access to your SARS profile — and full peace of mind that your tax affairs are correctly managed.
Read More: How to Register, Reset, or Fix Your SARS eFiling Profile ➔
Read More: How to Authorise a Tax Type Transfer of Your Profile ➔
✅ Wills & Estate Tax Planning
At Sparrows Chartered Accountants, our trusted chartered accountants in Pretoria help individuals navigate the complex tax implications associated with estate planning. We assist with strategic planning to minimize estate duty, capital gains tax, and ensure a smoother, tax-efficient transfer of assets to your beneficiaries.
Our Wills and Estate Tax Services Include:
- Review of your personal estate for potential tax exposure and liabilities
- Basic estate planning consultation tailored to your specific needs
- Referral to trusted partners for the professional drafting of compliant wills
- Preparation and submission of IT12 tax returns for deceased estates (where executor support is required)
- Direct liaison with SARS for estate-related tax disputes, verifications, or clarifications
Our expert tax services for individuals ensure your legacy is protected and your loved ones are spared unnecessary tax burdens.
Read More: How to Minimize Tax in Your Estate — Before It’s Too Late ➔
✅ Wealth Planning Support (via Independent Partners)
At Sparrows Chartered Accountants, our experienced chartered accountants in Pretoria collaborate with trusted, licensed financial advisors to provide tax-aligned wealth planning support for our clients. While we do not sell financial products ourselves, we ensure your financial planning strategies are structured efficiently for maximum tax advantage and long-term growth.
Our Wealth Planning Support Services Include:
- Review of your current savings, investments, and their tax treatment
- Referral to vetted, licensed financial service providers (independent advisors)
- Coordination to optimize allowable tax deductions (e.g., Section 11(k) retirement contributions, Section 6B medical credits)
- Integrated planning sessions covering retirement annuities (RA), tax-free savings accounts (TFSA), and capital gains tax (CGT) management
Through our expert tax services for individuals, we help you align your wealth planning with your broader financial and tax strategy — ensuring every step supports your future goals.
Read More: How Wealth Management and Tax Planning Work Together ➔
Why Choose Sparrows Chartered Accountants?
At Sparrows Chartered Accountants, your financial peace of mind is our priority. Backed by a team of experienced Chartered Accountants in Pretoria, we offer reliable and results-driven Tax Services for Individuals that make your personal tax journey simple, transparent, and stress-free.
Here’s why individuals across South Africa trust Sparrows Chartered Accountants with their personal tax and compliance needs:
✅ Chartered Accountants You Can Trust
All services are overseen by qualified Chartered Accountants (CA(SA)) with deep expertise in South African tax law.
✅ Strict SARS and Tax Legislation Compliance
We stay up-to-date with the latest SARS regulations to ensure your returns and filings are always compliant.
✅ Clear, Simple Explanations
We break down complex tax matters into easy-to-understand advice — no jargon, no confusion.
✅ Confidential, Tailored Support
Your financial information is treated with the highest level of confidentiality and every solution is customized to your personal circumstances.
✅ Responsive, Digital-First Service
We offer a seamless, fully digital service that allows us to assist you efficiently — no matter where you are in South Africa.
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