Cut the monthly bill

Tax Planning and Reform

A study of your whole operation to find the least burdensome tax structure allowed by law, with the numbers of every scenario on the table before you decide.

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Who this work is for Tax Planning and Reform

The work pays off when the company recognizes itself in at least one of these profiles.

Lucro Real and Lucro Presumido companies with an established operationThe study compares regimes and structures, and it needs a history of filings to compare like with like. It is also the front that usually solves the case of a company under Lucro Presumido, the regime that taxes a percentage of revenue, with no credit to recover.
Services, agribusiness, healthcare and technologyThese are the sectors the new consumption tax system moves the most, whether to raise the burden or to lower it.
Groups with more than one companyThis is where the corporate structure most often costs tax without anyone having decided so.
Anyone revising prices and contracts through 2027A long contract signed today crosses the transition, and the bill for a wrong projection stays with whoever signed it.

What it is Tax Planning and Reform

Corporate restructuring, tax base recalculation, NCM reclassification.

Tax planning is deciding in advance. Starting from the operation you have today, our team looks for legal ways to cut the tax burden: choice of regime, corporate restructuring, recalculation of tax bases and reclassification of NCM product codes, each one with the numbers of what changes.

CBS, IBS and the Imposto Seletivo, the new taxes of the Brazilian consumption reform, change how consumption is taxed. Dividend taxation belongs to the income tax reform: another law, another calendar. Ocean Tax plans the two separately, because that is how they come into force, and shows which one touches what inside your company.

What this solves Tax Planning and Reform

You have already recovered what you overpaid and, the month after, the same bill arrived.

The structure that produced that bill is still standing, and it is what decides how much the company pays next January.

What you are left with

Simulation of the tax regimes
Tax burden comparison
Projected income statement per scenario
Taxation report by product or activity
Guidelines report

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

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.

Common questions

Do I have to change the company structure?

Sometimes yes, sometimes no. We only propose restructuring when the gain justifies the cost and the risk, and the numbers appear before you decide.

How long does the study take?

It depends on the size of the group and on the quality of the accounting information that exists today. The preliminary analysis comes before the proposal precisely to size that, and it is what sets timing and scope in writing.

Do you handle the tax reform as well?

Yes, and it is the same study. The consumption reform enters the scenarios as one of the factors assessed, with the dates of each stage of the transition. Dividend taxation belongs to the income tax reform and comes in separately, because it is another law.

Is planning useful if the company already uses a tax incentive?

It is, and sometimes that is where the most shows up. A benefit granted years ago tends to keep being used in the same way after the operation has changed, and then it is worth less than it could be.