The Ocean Tax Partner Program
Your client has tax credit sitting still. Better that you are the one to point it out.
You know the client and open the door. Ocean Tax brings structure, specialists and technical execution, and the relationship stays yours.
- The client stays yours
- The technical front is ours
- Your work is respected
I want to be an Ocean Tax partner
Two minutes now, a conversation after.
Five things change the next morning.
What your firm gains
A tax team without hiring anyone.
Survey, calculation, case file and answers to the tax authority are ours.
I want to be an Ocean Tax partnerThe client stays yours.
The relationship and the recurring fee do not change hands.
We join the meeting with you.
One of our specialists explains the case in front of you.
Your brand next to ours.
Joint exposure in material and presentations. No anonymous white label.
Five fronts within your firm reach.
You widen what you deliver without building a new area inside.
What holds a referral back, in practice.
"I will lose my client."
The relationship and the recurring fee do not change hands. Ocean Tax takes on the technical front under contract, keeps you informed, and the origin of the referral stays clear to the client.
"I will look smaller."
Bringing in a specialist does not make you smaller, it makes you more trustworthy. Your client sees that you did not let it slip.
"What if you offer accounting to my client?"
If you are the company accountant, we do not offer it. Our work there begins and ends at the credit. And it is not a courtesy: most of what Ocean Tax does comes through referrals from accounting firms. Losing an accountant trust costs more than winning one accounting contract.
The partnership, from the founder.
How the model started, what it became, and who gets in.
The founder explainsWhy Ocean Tax grew through partnership, and who it accepts.
55 seconds
Watch on Instagram @oceantax_One short video per service.
Watch on Instagram @matheus.mattesThe short videos by service go out on the Ocean Tax and founder Instagram accounts.
It is not one front. It is the whole table.
The partner opens the door on any of them. Lucro Real and Lucro Presumido, with the fronts read together, so a decision on one does not create a problem on another.
Risk does not show up in the presentation. It shows up in the assessment, three years later.
- Risk
- Risk is quantified in writing, before any decision.
- Autonomy
- Your client turns down anything they find inappropriate, with no friction.
- Execution
- Every procedure is done in house, by hand, with no step outsourced.
- Closeness
- We only take on as much as we can stay close to.
Three steps, and none of them is signing.
You apply
A two-minute form. It closes nothing.
The first case is done together
You bring a real client and see the work from the inside.
You both decide if it continues
We look at the outcome together, on both sides.
We select by portfolio and region, and there is no countdown on this page. If it does not fit now, we keep your contact.
Apply to Ocean ClubAnd you do not walk in alone.
Ocean Club gathers what helps a partner generate new business inside the portfolio they already have.
- Live technical and commercial sessions
- Recorded content
- A newsletter on the tax market, Monday to Friday
- Discussion forums
- Training
- Materials and tools
- Commercial guidance
- Content for spotting opportunities
- Experiences and gatherings
- Access to specialists
Beyond the Club, the follow-up is close: the Ocean Tax team and leadership join you in building, running and presenting each project, and our CEO takes part in strategic meetings with the partner and the client.
Common questions
How is the partner paid?
The split is agreed case by case, in writing, before the work starts. It changes with the type of work and how involved you are, and you get the full answer in the interview.
Will you sell accounting services to my client?
Ocean Tax carries out the front under contract. If another need shows up during the work, it is discussed with you first, and the role of whoever already serves the company is respected. And that is not a courtesy: a good share of what Ocean Tax does arrives through referrals from accounting firms, and losing an accountant trust costs more than winning one accounting contract.
How do I know you are not another cold caller selling tax credits?
By what no scam ever shows. Company number 46.409.407/0001-78 and an address with a suite: Rua Tamandaré, 140, sala 1503, Pátria Nova, Novo Hamburgo/RS. The name of whoever signs each case, the legal basis for every opportunity, and a signed contract before anyone touches your client bookkeeping. Whoever promises credit by next week is selling something else.
Do you accept any firm?
No. We look at your portfolio and your region before saying yes, because staying close is part of the service. A Simples Nacional portfolio rarely adds up.
Do my clients really need tax consultancy?
Many Lucro Real companies do not know what they failed to claim in recent years, and under Lucro Presumido the conversation is usually a different one: regime, reform, tax debt and succession. The only way to answer is to look at the case, which is why the partnership starts with a real client.
Does calling in a consultancy make my work look smaller?
The opposite. Your client does not conclude that their accountant did not know: they conclude that he did not let it slip. And the relationship stays yours.
Partner Program
Start with one client.
Bring a real case from your portfolio. We look at it together and you see how the work runs from the inside before deciding anything.