Decide with data

Tax Planning and Reform

Lower the tax your company pays month after month. Ocean Tax compares tax regimes and ways of operating, calculates the impact of the tax reforms and shows you what to change.

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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.

Companies under Lucro Real or Lucro Presumido with an established operationLucro Real is Brazil's actual-profit tax regime; Lucro Presumido is the presumed-profit one, where tax is a percentage of revenue. The study compares regimes and structures, and it needs a filing history to compare like with like. It is also the service that usually fits a Lucro Presumido company with no credit to recover.
Anyone unsure whether they are in the right tax regimeLucro Real or Lucro Presumido chosen once and never revisited. The right regime depends on today's margin, payroll and credit chain, not on the ones from when the company opened.
Companies that need to revisit prices and margins because of the reformIndustry, supply chain, customer type, margin, location and the ability to claim credits all change the result. That is why the study uses your company's data, not the industry average.
Groups with more than one legal entityStructures with multiple CNPJs (Brazilian company registrations) call for a coordinated reading of the operations and their tax effects.

What it is Tax Planning and Reform

The numbers on every alternative before you decide.

Our team studies how your company buys, sells and calculates its taxes. Using your numbers, we compare your current regime with the alternatives and evaluate changes to the operation and to the structure of the companies.

The study also separates the effects of Brazil's consumption tax reform from the income tax changes. You see the impact on prices, margin and profit, with the measures proposed for each case.

What this solves Tax Planning and Reform

You 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.

What you are left with

Comparison of tax regimes using your company's numbers
Tax burden and financial impact simulations
Projected revenue, expenses and profit in each scenario (projected income statement)
Tax report by product or activity, including the effects of the reform
A list of changes to prices, contracts and company structure
Implementation plan, with the order and timeline of actions
A meeting to walk through the scenarios and the recommendation

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

Is it legal to reduce taxes this way?

Yes. Ocean Tax works with alternatives within the law, tied to how the company actually operates. Every recommendation comes with the calculations, the reasoning and the documentation that support it.

Will I need to change the company's structure?

We only recommend a change when the gain justifies the cost and the risk. You see that math before you decide.

Does the reform affect everyone the same way?

No. Suppliers, customers, margin and the use of tax credits change the result. That is why we use your company's numbers.

Do you also look at dividends?

Yes. We calculate the effects on profit distribution separately from the taxes on purchases and sales.

What do I do after I receive the study?

You receive the recommended actions, the order to execute them and the timeline. Ocean Tax also offers implementation support, defined in the proposal.