Tax, accounting and wealth in one strategy. For the company you built.
Ocean Tax has a team of lawyers and accountants who analyse and carry out tax, accounting and wealth decisions that affect cash, operations and continuity.
We serve clients in Brazil and abroad under the Lucro Real and Lucro Presumido tax regimes.
Who trusts our work
- recovered for clients
- R$ 160M+recovered for clients
- companies served
- 400+companies served
- states served
- 21+states served
- of experience in tax law
- 10+ yearsof experience in tax law
Three decisions that rarely talk to each other, at the same table.
Ocean Tax brings tax, accounting and wealth decisions together for companies under the Lucro Real and Lucro Presumido tax regimes.
Tax
What was overpaid and how to pay less going forward.
Accounting
Numbers with a source, on time, ready for whoever decides.
Wealth
Structure and succession designed before they turn urgent.
Five fronts to help
you Recover.Decide.Organize.Execute.Negotiate.
You can arrive with one specific problem. The work starts there and considers what the solution changes in the rest of the company.
- RecoverTax Credit RecoveryA second look at the returns your company has already filed with Brazil's tax authority.See this front
- Decide with dataTax Planning and ReformThe numbers on every alternative before you decide.See this front
- OrganizeWealth and Succession PlanningOwnership, decisions and succession settled before there is a dispute.See this front
- ExecuteCorporate AccountingDay-to-day accounting tied to business decisions.See this front
- NegotiateTax Debt ManagementDebt, litigation and ability to pay, all in the same math.See this front
Legado Sartorial
The complete plan for your business.
The service in which Ocean Tax designs and carries out bespoke structures to lawfully reduce the tax burden, protect the partners’ personal assets from the risks of the business, and prepare the company for succession or for sale.
One single plan, built to outlast the generation that ordered it.
See Legado SartorialWhy Ocean Tax
The difference shows when there is a plan that can be executed and followed.
- 01
The same table.
Tax specialists, lawyers and accountants look at the case together. You never have to translate one adviser to another.
- 02
Documents before promises.
The recommendation comes out of the bookkeeping, the contracts, the corporate structure and the real numbers of the operation.
- 03
A plan with an owner.
Every stage has a scope, an owner and a completion criterion. When carrying it out is part of the work, the team stays until it happens.
- 04
Two reforms, read separately.
The consumption tax reform and the income tax changes have different rules and different effects. The scenarios are calculated apart.
And the person who answers for all of it has a name.
Founder of Ocean Tax
Matheus Mattes Pedroso
A lawyer and accountant with more than ten years devoted to Brazilian tax law. An investor and a guest lecturer at Insper. He founded Ocean Tax and built the team that serves you.
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For accountants and lawyers
Widen what you deliver without giving up the client relationship.
Ocean Tax takes on the technical front under contract, works alongside your firm and keeps the origin of the referral clear. The client stays yours.
About Ocean ClubTell us what your company is facing today.
You do not need to arrive with the diagnosis ready. The team reads the context and points the conversation to whoever can assess the case properly.
Common questions
What does Ocean Tax do?
Ocean Tax builds and carries out tax, accounting and wealth strategies across five fronts: tax credit recovery, tax planning and the Brazilian tax reform, wealth and succession planning, corporate accounting and tax debt management. The team of lawyers and accountants reads the whole picture, so that a decision taken on one front does not create a problem on another.
Does my company fit?
Tax credit recovery is aimed mainly at companies under Lucro Real, the Brazilian regime in which tax is assessed on audited results, tax by tax, and where five years of unclaimed credit can pile up. Under Lucro Presumido it rarely produces the same result, and companies under Simples Nacional, the simplified regime for smaller companies, do not enter that process. The other fronts serve both Lucro Real and Lucro Presumido, and the initial screening points to the one that fits the case.
How much does it cost?
It depends on the front and on the scope. The price comes in writing after a preliminary analysis of the operation, because a scope closed before anyone looks at a document turns into a generic proposal. The commercial terms of each front are explained in the conversation, before any work starts.
How long does it take?
The tax review takes around two months, because the documentation is checked invoice by invoice and every opportunity comes out with its calculation base and legal grounds in writing. After that, an execution and cash flow schedule is drawn up: offsetting and refunds follow different paths and different timings. On the other fronts the timing is sized in the preliminary analysis and goes into the proposal in writing.
Are you the same as the people who cold call offering tax credit recovery?
You can check all of it without taking our word for anything. Ocean Tax has company number 46.409.407/0001-78 and an address in Novo Hamburgo/RS, and whoever signs each case holds a professional license and answers for it. Search the public records for proceedings involving our company. We do not talk numbers before the bookkeeping is opened, nothing starts without a signed contract, and the analysis takes around two months. Every opportunity comes out with its calculation base, legal grounds and route in writing. And you will only get a call from us if you ask for one.