A tax problem rarely lives alone. Start with the front that hurts today.
Ocean Tax works across five fronts. Each one can be hired on its own, with a defined scope and delivery. What changes is that the problem is not examined as if tax, accounting, ownership and wealth were separate subjects.
Ocean Tax in numbers
- recovered for clients
- R$ 160M+recovered for clients
- companies served
- 400+companies served
- states served
- 21+states served
- partner firms
- 110partner firms
10+ years of founder experience · We serve clients in Brazil and abroad
- Tax Credit RecoveryRecoverOne mistake repeated on every monthly tax payment drains cash for years. The review finds what was paid without being owed and the credits that were never used. Ocean Tax files the corrections and the claims to bring that money back or apply it against taxes due.See this front
- Tax Planning and ReformDecide with dataYou already recovered what you overpaid, and the next month the same bill showed up. The structure that produced that bill is still in place, and it is what decides how much the company pays every month.See this front
- Wealth and Succession PlanningOrganizeWithout written rules, one dispute can threaten what took decades to build. Who decides, who receives and who takes over the company needs to be agreed before the conflict, not during it. Ocean Tax puts those decisions on paper and addresses the family's exposure to the risks of the business.See this front
- Corporate AccountingExecuteYour accounting closes the month and delivers a trial balance nobody uses to decide anything. The number arrives after the decision has been made, and it only serves the tax authorities.See this front
- Tax Debt ManagementNegotiateThe tax debt grew, you stopped looking, and today the amount looks impossible to pay. As it keeps growing, it can compromise tax clearance certificates, access to credit and eligibility for public tenders, and it can even lead to a bankruptcy petition.See this front
Legado Sartorial: the method that stitches the five fronts into a single plan.
See the methodWhen each front comes in
When each piece of work tends to make sense.
When there is tax overpaid in the past
Tax Credit RecoveryThere is a suspicion of overpayment, unclaimed credit or inconsistency in the last five years.
When next month’s bill is already being decided
Tax Planning and ReformThe company needs to compare regimes, revisit its structure, prepare contracts and prices or simulate the effects of the reforms.
When the plan exists and the routine does not follow
Corporate AccountingThe numbers arrive late, management insight is missing, or the approved plan never leaves the page.
When risk left the company and reached the family
Wealth and Succession PlanningAssets and companies sit concentrated in one person, succession is undefined, or the operation and the family wealth are exposed to each other.
When the debt is already filed
Tax Debt ManagementThe debt is eating into cash, credit, tax clearance certificates, assets or the continuity of the operation.
The whole company is read before any recommendation leaves this office.
Ocean Tax has a team of lawyers and accountants who look at the case together. You never have to translate one adviser to another.
If the question is about your estate, start with the diagnostic.
17 questions on structure, governance, succession, exposure and information. About 3 minutes, and at the end you get an educational reading of what is already organised and what still depends on a decision.
Common questions
Where do I start?
With the front that hurts today. If the company is under Lucro Real and has never had its filings reviewed, the natural starting point is usually tax credit recovery. If the tax debt is already enrolled for collection, the start is tax debt management; if the risk has left the company and reached the family, it is wealth and succession planning. And if the question is precisely which of the five, describe your case: the screening exists so you do not have to diagnose it on your own.
Can I hire a single front?
You can, and that is how most of our clients work. Each front has its own scope, contract and price, and none of them requires hiring another. Accounting is not a condition either: recovery, tax planning, wealth planning and tax debt management all work with the accounting you already have.
Do the fronts talk to one another?
They do, because it is the same team looking at the same company: what the review finds in the last 60 months shows up in the planning study, and what the planning decides reaches the bookkeeping the following month. That does not make the five a package. Each one is hired on its own, and plenty of companies stay with a single front.
My company is under Lucro Presumido. What is useful?
On tax credit recovery, almost nothing: the tax comes out of a percentage of revenue and the review rarely finds enough to pay for the work. What usually solves the case of a Presumido company is tax planning, which compares the regimes using the numbers of your operation, or tax debt management, when there is debt already filed. A Simples Nacional company stays out of both: the regime is already simplified and there is too little room to choose for the work to pay off.
Tell 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.